Private fund investor marketing

Build a credible path from interest to diligence.

Fund investors need to understand the manager, thesis, portfolio exposure, track record, terms, and risk before they commit, and the decision may involve a family office, adviser, or investment committee. RaiseFM helps managers turn that complexity into clear materials, qualified interest, and disciplined follow-up.

Tell us about your raise

Experience from Alex's former Tryperion and StartEngine roles, including private real estate fund materials.

What changes for a fund

The path is usually longer than a retail campaign, so the plan is built for a long decision cycle.

Audience: Existing LPs, accredited individuals, high-net-worth prospects, family offices, and other allocators need different information. The plan is segmented, not one broad lead list.
Materials: One coherent thesis across the pitchbook, one-pager, approved track-record presentation, landing or private information page, FAQ, and executive talking points.
Qualification and follow-up: Records for source, eligibility process, interest, meeting, diligence stage, commitment, and funded status. The manager or an authorized professional owns investment conversations and subscription.
Economics and measurement: Channels are judged on qualified meetings and funded LPs, and acquisition limits are set against the manager's actual economics, not the total capital invested.
Ongoing communication: Portfolio updates, fund milestones, event follow-up, and investor communication after the close, based on approved facts.

What RaiseFM can deliver

A Raise Plan defines the audience, legal path, budget, and owners before a larger build or retainer.

Fund positioning and a proof brief
Investor materials and executive messaging
Acquisition and publisher strategy
Landing page and CRM improvements
A webinar or diligence event plan
The qualification handoff
Reporting
Weekly campaign coordination

Relevant experience

Tryperion Prior employment

Materials for a private real estate fund

Read the Tryperion Holdings case study

Alex's role: Developed high-net-worth investor materials and pitchbook collateral for a private real estate fund, and led marketing strategy for multifamily syndications.
What happened: The syndication offerings recorded $8.35M in investor commitments in 2022 and 2023.
How the result is defined: Investor commitments recorded for those offerings, not capital Alex individually sourced.

StartEngine Prior employment

Reporting for private and pre-IPO fund raises

Alex's role: Built internal performance and investor demographic views for private and pre-IPO fund raises, and supported their investor-facing positioning.
What to know: Internal reporting work at a prior employer.

- Reg D
- Private Funds
- 506(c)
- 506(b)
- Real Estate
Tryperion Holdings

From one REIT to the beginnings of a syndication marketplace
- $8.35M
  Investor commitments
  Two offerings, 2022 and 2023
- $1.4M
  Attributed to Meta ads
  January to February 2023, within the 506(c) total
Alex's role: Marketing Director at Streitwise and Tryperion Holdings, leading marketing for both offerings. Commitments are offering totals. The $1.4M is what Streitwise's reporting attributed to Meta.
Read the Tryperion Holdings case study

Questions to resolve first

RaiseFM does not provide capital introductions or promise investment commitments.

The fund structure and the exemption counsel has confirmed
Who is eligible, and who can receive public material
What evidence supports the track record
Which team handles investor conversations and qualification
The real fees, fundraising economics, and available data
How the investor portal works after a commitment

Next step

The only fundraising consultant with direct platform and issuer experience. Work with Alex.

Share where the raise stands, the offering path, your timing, and the main challenge. Alex reviews every inquiry personally.

You send a short inquiry: a few short questions about the raise, then how to reach you.
We reply within one business day, whether or not the work is a fit.
If it's a fit, you book a 30-minute first conversation from the link in that reply.

Tell us about your raise.

A few questions to help us understand your plans and where we can help.