Prospect List Building & Outreach for Real Estate Syndicators
The Problem
Syndication & Capital Raising prospecting is a volume game — but the broker's time is too valuable to spend building lists and drafting outreach.
What We Build
AI builds targeted prospect lists from Juniper Square, drafts personalized outreach per prospect, logs replies in the CRM, and queues follow-up — broker runs a full pipeline with half the SDR headcount.
Tools & Integrations
How It Works
Discovery Call
We map your current prospect list building & outreach process and identify exactly where AI saves the most time.
Build & Integrate
We build the AI workflow and connect it to the tools you already use — no software changes required.
Review & Refine
You review the results, we fine-tune until the workflow matches your standards — then it runs on autopilot.
Ready to automate prospect list building & outreach?
Book a free 30-minute call. We'll walk through your current process and show you exactly how this workflow would work for your team.