Building Trust Through Transparency and Seamless Communication
Lexcraft Advisors helps real estate sponsors build and maintain trust-based, transparent relationships with investors. Our investor relations services focus on implementing and managing investor platforms. We also take pride in bringing a best-in-class approach to investor communications and fundraising marketing.
Investor Management
Our team implements and manages investor platforms with the aim of maximizing the value of the platform to the sponsor and the investor base. We have worked with many of the investor management platforms commonly used in the private equity real estate industry, and we know how to use these tools to reduce manual work, streamline communications, and build stronger relationships with investors.
How we can help:
- Platform onboarding and set up
- Deal Room build
- Contact database maintenance
- Fundraising management
- Cap table oversight
- Waterfall set up
Investor Reporting
Issuing periodic reporting to investors builds trust and creates natural touchpoints for the sponsor to interact with investors on a personal level. We design customized reports tailored to the sponsor’s brand and reporting schedule, and we deliver value to investors by including detailed fund and asset performance metrics along with insightful narratives.
How we can help:
- Manage recurring investor reporting
- Build financial tables and summaries
- Draft investor communications
- Custom report templating
Marketing Collateral
Raising equity for a fund or syndicated offering is a competitive endeavor, and compelling marketing materials can help sponsors make a positive first impression with investors. Our team speaks the language of private equity real estate, and we know how to communicate the sponsor’s strategy, track record, and value proposition in a way that anticipates investor questions.
How we can help:
- Offering memorandums
- Marketing emails
- Sponsor overview documents
- Brand Templating
- Newsletters
- In-house graphic design