Multifamily capital raise case study 2021. Raising $6.7M for Copper Creek II

Syndication capital raise case study

This multifamily capital raise case study will show you how we successfully raised $6.7M for the Copper Creek deal using Cash Flow Portal in July-August 2021. First, let us outline the whole range of tools we used to raise money for this deal:

Tools we used to raise equity for our multifamily deal

  1. The one-hour-long webinar for passive investors.
  2. Once we got the deal under the contract, we sent investors a virtual property tour video.
  3. After the webinar, we sent our Mailchimp campaign to investors. Here are some screenshots of the campaign: 

deal subscription email for passive investors

The key was to make this Mailchimp campaign as detailed as possible to let investors meet the sponsorship team more closely, better understand the details of the deal and timelines. We added bullet points with the key achievements and milestones of each sponsor to add credibility to our GP team:

deal subscription email for passive investors 2

One of the crucial steps in this process was to automate the capital raising process as much as possible and to look professional in front of our investors. One of the GPs, Perry Zheng (also a software engineer by profession), is developing real estate syndication software that aims to simplify and streamline the equity raising process.

We believe it’s the easiest software to raise equity for multifamily deals because it allows automating the wire transfer process, makes e-signatures really quick, and allows investors to track the progress on a single dashboard. Here are some screenshots of what investors see when they click on the link in the email campaign:

raising equity for multifamily deal using software

Watch the demo of the passive investor experience on our portal to help you understand how this whole process works. We also sent our investors this loom video with the instructions on how to subscribe using the portal.

Multifamily equity raising success

The feedback from the investors was that it was the smoothest experience thanks to our choice of software. They mentioned that it is the easiest software to raise equity. We raised all the equity ($6.7M) in soft commitments in one week and fully subscribed in 2 weeks.

We believe that this success was mainly due to the simplicity of the process as well as our step-by-step approach to equity raising that we outlined above. Our sponsorship team has a few years of equity-raising experience. However, it was the first time we experienced such a frictionless and quick process.


About The Author

Kristina Xie

Kristina Xie is a real estate syndication enthusiast. She invests in properties in NYC, however became interested in large scale multifamily units after attending her first real estate conference in November 2021. When she is not actively interviewing people or writing articles, she enjoys the outdoors and traveling around the world!

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