AI for PropTech
Capital Advisory AI logo

Capital Advisory AI

AI-powered investor-outreach and capital-raising service for real estate GPs, syndicators, and funds that builds an ideal-investor profile, drafts outreach, and runs multi-channel campaigns to source accredited investors.

Best for: Best for real estate GPs and syndicators who want a done-for-you AI investor-acquisition service rather than self-serve software.

Last reviewed 6/2/26

Category: Capital & Investor Relations Investor Relations
Tags: capital-raisinginvestor-relationsinvestor-outreachdeal-sourcingsyndicationfundraising-automation
Property types
Multifamily, Commercial
Geography served
United States
AI

How Capital Advisory AI uses AI[1][2]

RaiseAI ingests a fund's materials, builds an ideal-investor profile, drafts and optimizes outreach, and runs multi-channel campaigns to source and qualify accredited investors. It also mines a manager's existing database to surface dormant contacts. Done-for-you service with humans in the loop, not self-serve software.

  • Ingests fund and company materials to generate an ideal-investor profile automatically
  • Drafts and optimizes initial outreach messaging before launch
  • Runs multi-channel investor-acquisition campaigns and qualifies leads
  • Mines a manager's existing database to surface investors not contacted in 1+ year

AI type: LLM, Generative AI, Predictive Analytics (investor matching), Marketing/Workflow Automation

API: unknown MCP: no

Key numbers[1]

  • Company-reported: 100+ deals and funds funded through the platform
  • $1.2M in investor commitments identified from existing databases (investors not contacted in 1+ year)
  • 40% faster round closure vs. projected timeline
  • 30+ hours per week saved on manual outreach

Credibility[3][4][5][6]

Founders
Kevin Bull (co-founder, background in advertising and alternative-investment business development; University of Oregon); William Hollis (Chief AI Officer, sources equity and debt for CRE)
Customers
Real estate GPs, syndicators, and fund managers (specific names not publicly disclosed)
Investors
Bootstrapped; operated by InvesTechs PR LLC. No outside funding disclosed.

Founded

2015

Headquarters

San Juan, Puerto Rico

Stage

Bootstrapped

Employees

11-50

Related companies

Covercy logo

Covercy

An investment-management platform for commercial real estate GPs that unifies fundraising, investor relations, embedded banking, distributions, and fund administration, with an AI assistant ("Neo") that drafts investor reports and capital calls and surfaces portfolio insights from your own fund data.

Ships Neo, an AI assistant it markets as an 'AI Co-GP' with access to a firm's Covercy One portfolio data.

Capital & Investor Relations Investor Relations capital-raisinginvestor-relationsfund-administration
View profile
InvestorFlow logo

InvestorFlow

AI-powered front-office CRM and investor-relations platform for private markets firms (PE, private credit, venture, and real assets), built on Salesforce. Uses generative AI to turn emails, meeting notes, and third-party data into auto-generated prospect lists and deal and investor briefs.

Extracts deal and investor intelligence from unstructured emails and meeting notes, then targets the right investors.

Capital & Investor Relations Investor CRM capital-raisinginvestor-relationsprivate-markets
View profile
Cash Flow Portal logo

Cash Flow Portal

Investment management and syndication software for real estate GPs that pairs investor relations, capital raising, and distributions with AI-assisted underwriting.

Cash Flow Portal applies AI inside its underwriting workflow for real estate syndicators. Uploaded rent rolls and T12 statements are parsed in under 30 seconds, with the AI classifying each line item as income or expense, separating base rent from fees like pest control, and populating the financial model. It also runs anomaly detection on T12s, ranking discrepancies by severity, extracts asset details and photos from offering memorandums, and generates pitch decks and investor emails.

Capital & Investor Relations syndicationunderwritinginvestor-management
View profile