Investor Management - Lexcraft Advisors

5 Reasons Why Private Equity Real Estate Sponsors Underutilize Investor Management Platforms

August 26, 2025August 25, 2025 by Mike Zane

Sponsors often invest in investor management platforms but fail to properly implement the software, leaving the tools underutilized. Poor system documentation, unintuitive user interfaces, and lack of experience make adoption difficult and discourage regular use. Without proper implementation, maintenance, and controls, sponsors tend to lose confidence in investor managements platforms and revert to manual processes. … Read more

Investor Reporting in Private Equity Real Estate: A Practical Guide for Sponsors

July 20, 2025 by Mike Zane

Investor reporting is a core sponsor responsibility that communicates performance, supports investor confidence, and creates opportunities for strategic follow-up. Effective reports focus on clarity, cadence, and relevance, with content tailored to the sophistication and expectations of the investor base. Common pitfalls include inconsistent timing, missing financials, and lack of commentary, all of which can be … Read more

An Overview of Fundraising Management in Private Equity Commercial Real Estate

July 7, 2025April 13, 2025 by Mike Zane

A woman managing a fundraising initiative involving multiple parties.

Key Takeaways Fundraising management is a structured, end-to-end process that ensures capital is raised efficiently and professionally. A successful fundraising initiative requires preplanning to acquire the right tools and identify people with the experience necessary to drive the initiative to completion. By implementing a fundraising management solution, commercial real estate sponsors can benefit from better … Read more

Investor Management Platforms: An Overview for the Private Equity Real Estate Industry

July 7, 2025August 12, 2024 by Mike Zane

An investor looking at an investor management platform on a laptop.

Key Takeaways It has become a best practice in the commercial real estate industry to implement an investor management platform. Platforms tend to include features designed to increase transparency and streamline common investor management activities, including investor portals, document management, reporting, CRM functionality, and capital call and distribution assistance. A fund administrator should be well-versed … Read more