We’re on it!
Thanks for your request.
We’ll contact you soon to schedule a demo
Securing funds from investors is a critical part of the deal process, as it is complex. Capital raising is the lifeblood of any commercial real estate deal.
Let’s break down the central tenets of a successful capital-raising process for a GP or a syndicator:
Transparency and easy data access for the investors.
Effective lead management and investor onboarding.
Ability to easily create compelling and engaging marketing materials and public brochures.
Overview and analytic tools to track the capital raising process.
In this article, we’ll focus on two essential tools of the capital-raising process: Data rooms and public brochures. We’ll learn how to make the most out of them and what to look for when choosing the tool to create and manage them.
A data room is an essential tool to enable potential investors to review the information and terms of the offering.
Data rooms are online platforms, folders, drives, or any other tool that concentrates the deal information for investors. Data rooms can be public (i.e., open to any potential investors) or private and secured, so only those with permission can view the information.
Effective and transparent information in the data room will incentivize investors to commit to the offering.
The data should also be presented in an engaging, clear, and aesthetically pleasing way. GPs should take the time to build their data room, as it’s one of the most prominent opportunities they have to make a strong impression and convince of the attractivity of the asset.
Such information should include the following:
Data rooms can be as basic as a Google drive or a Dropbox folder where the GP drops the documents and information.
On the other hand, data rooms can be advanced platforms designed to edit, import, and engagingly present information to prospective investors. So what makes a good data room?
A data room created with Agora
Public brochures serve a similar purpose to those of data rooms in that they’re used to bring deal information to prospective investors. But they differ from data rooms in serving investors’ intent and the scope of the information they deliver.
Public brochures are marketing papers that are intended to garner interest from prospective investors and collect reservations and soft commitments.
They differ from data rooms in that brochures are usually lighter marketing documents, highlighting only the offering’s main features, advantages, and metrics, and aren’t intended to convey all the relevant information.
You may refer to a brochure as a “prequel” to the data room, where the investors will get the complete overview necessary for them to make a hard commitment.
Most essentially, a brochure should be a straightforward, aesthetically pleasing document that a prospective investor can review, get an initial idea of an offering, and decide if they want to learn more or even make a soft commitment.
A great brochure will be more than a mere “PDF” doc. It will be an online document that’s:
The best way to create a public brochure is to use the information already uploaded in the data room and extract the information from there.
There’s no reason to create a brochure from scratch and do double work when you already have everything in your data room.
So when you’re looking for a brochure-generating tool, here are the main capabilities and features to look for:
Generating a brochure with Agora
There’s a variety of tools to help you create data rooms, brochures, and other supporting materials for your capital-raising process. When doing your research, consider the following questions:
Would you like to learn more about Agora’s powerful fundraising enablement tools, including fully customizable data rooms, public brochures and subscription flows?
Gilad is a content manager at Agora. He holds a master’s degree (LL.M.) from Columbia Law School and a degree in Practical Electronics Engineering. Before becoming a content manager, Gilad practiced law as a commercial litigator.