Hi Will,
It was a pleasure speaking with you today. Your vision for the mixed existing multifamily and student development project in the UK is compelling, and your plan to raise over £50 million is strategically sound. As we discussed, moving quickly and efficiently is key to capitalizing on the momentum you've built.
This document outlines the specialized after-call resources we've tailored for you. It includes the full scope of our services, a clear roadmap, and the agreement to formalize our partnership and begin immediately.
Roadmap to Your First Raise
-
Phase 1: Foundation & Structure (Week 1-2)
Begins upon execution of agreement.
- Action: Kick-off call with your dedicated support lead, Tre, and our legal team.
- Action: In-depth structure design session with our securities attorneys to map the optimal legal framework.
- Deliverable: All legal documents for the Fund (PPM, Operating Agreement, Subscription Agreement) drafted and finalized.
-
Phase 2: Deal Packaging & Marketing (Week 2-3)
Creating institutional-grade materials to attract premier investors.
- Action: Our CFA team will perform a full underwriting of the deal and prepare the financial proforma.
- Action: Our design team will create a compelling, institutional-quality Pitch Deck and a concise Investor One-Pager.
- Deliverable: A complete, investor-ready package for your project.
-
Phase 3: Capital Introduction & Launch (Week 4+)
Actively connecting you with capital.
- Action: We will initiate your first complimentary month of our Capital Call Center.
- Deliverable: Strategic, one-on-one introductions to qualified LPs and family offices.
- Goal: Secure your first investor commitments.
Your Custom Service Package
This is a comprehensive, "done-for-you" package designed to provide the structure, guidance, and capital introduction you need to succeed.
| Service Component | Status |
|---|---|
| Fund Creation | Included |
| Complete legal structuring & entity filing | Included |
| All required legal documents (PPM, Op-Ag, Sub-Ag) | Included |
| Attorney consultation on advanced asset protection | Included |
| Lawyer and CPA/Accountant-led tax strategy session | Included |
| Deal & Marketing Materials | Included |
| Professional Financial Underwriting by CFA team | Included |
| Institutional-Grade Pitch Deck & One-Pager | Included |
| Capital Call Center | Included |
| Guaranteed 24 meetings with qualified funders across two months. | Included |
| Subsequent months available at $1,960/month, cancel anytime | |
| Education & Mentorship | Included |
| Lifetime access to Raises.com educational courses | Included |
| Unlimited one-on-one strategy & support calls | Included |
Investment & Terms
Total Investment: $22000
Payment is due upon signing to initiate services.
Partnership Agreement
This document outlines the full scope of services, deliverables, and investment terms for the partnership between Will Mallard and Raises.com.
By signing below, you agree to the terms outlined in this proposal. Upon receipt of your signature and payment of $22000, Raises.com will immediately commence the onboarding process as detailed in the "Roadmap" section.
Will, we're incredibly excited by the prospect of partnering with you on this significant UK development project. We're confident that our expertise and resources will be instrumental in helping you achieve your ambitious goals. Let's build something great together.
If you have any questions, please don't hesitate to reach out to Tre or myself directly. For more details on our services, please see our Frequently Asked Questions.
