​About this event

​A two-day interactive workshop designed for real estate sponsors, entrepreneurs, and fund managers who want to build scalable strategies for raising capital from individual investors at scale.

​Tuesday, October 14: 12:00pm–1:30pm EDT
Wednesday, October 15: 12:00pm–1:30pm EDT

​Both sessions will be recorded.

​Over two 90-minute live sessions, you’ll learn how to design compliant retail fundraising vehicles, leverage digital marketing to attract investors, and build systems that scale beyond friends-and-family. You’ll walk away with frameworks, case studies, and actionable strategies to expand your capital base without losing focus on real estate execution.

​Participants will receive pre-read materials, including sample offering structures, compliance checklists, and marketing frameworks, and gain post-course access to Circle, where we’ll share recorded videos, example investor funnels, and outreach templates.

​You’ll learn how to:

• ​Structure retail offerings — understand Reg A, Reg D 506(c), crowdfunding portals, and syndication platforms.

• ​Build scalable investor funnels — apply digital marketing, content strategy, and CRM tools to generate a steady flow of prospects.

• ​Communicate with retail investors — craft messaging and educational content that builds trust and reduces friction.

• ​Design investor operations — set up systems for onboarding, KYC/AML, payment processing, and ongoing reporting.

• ​Protect compliance and reputation — avoid common mistakes that lead to SEC issues or investor dissatisfaction.

​You’ll leave with a roadmap to raise capital from hundreds (or thousands) of individual investors — and the playbook to do it efficiently and legally.

​The Workshop Will Cover:

​The Retail Capital Landscape

• ​Reg A, Reg CF, Reg D 506(c) — how to choose the right structure

• ​Role of crowdfunding platforms vs. direct offerings

• ​Economics and control trade-offs

​Marketing & Distribution at Scale

• ​Building a digital funnel: ads, content, and lead nurturing

• ​Using education to lower investor barriers

• ​Case studies of successful retail capital campaigns

​Investor Operations & Compliance

• ​Best practices for investor onboarding and verification

• ​Setting up payment rails and reporting systems

• ​Common compliance pitfalls and how to avoid them

​Case Studies in Action

• ​Scaling a rental housing platform through Reg A

• ​Using a 506(c) syndication to build a national investor base

• ​Crowdfunding campaigns that delivered repeat investors

​Building a Retail Capital Brand

• ​How to communicate with hundreds of LPs at once

• ​Using newsletters, webinars, and social proof to deepen engagement

• ​Maintaining trust through transparency and consistency

​Live Workshop: Design Your Investor Funnel

• ​Map your retail capital strategy (structure, audience, channels)

• ​Draft messaging for your investor landing page or webinar

• ​Get feedback on your funnel and capital raise plan

​Format & Access:

• ​Two live sessions: Each 90 minutes, split across two days

• ​Pre-read materials: Offering templates, compliance guides, and funnel frameworks shared in advance

• ​Post-workshop access: Circle community with recorded sessions, sample materials, and marketing templates

​Frequently Asked Questions

​Will students receive a copy of the materials?
Yes, all students will receive a copy of the materials we use.

​I can't make this time — will a recording be available?
Yes, we will send out a recording to all students who sign up, regardless of whether or not they attend the session.