Allocator Trust Is Finite.
We Protect It.
We built this platform after 15+ years inside allocator rooms.
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We know what makes a deal fundable and what wastes time.
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We place only what matches mandates, clears governance, and earns attention.
No retainers
No exclusivity
No promises until the
deal passes our screen
You don’t pay until we place, and we only engage when we’re confident we can.
How You Engage with Us.
What We Do.
Why It Works.
1. You send us your deck.
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Must reflect institutional readiness: clear structure, downside case, and team track record.
2. We screen for allocator-grade fit.
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Fit / Fix / Not Yet.
You’ll get specific feedback.
3. If greenlit, we move to our private
white-label VDR access.
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Redacted index or partial access only. NDA required.
4. Regulated 1:1 outreach.
Only to qualified LPs.
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All communications are conducted via/under a registered broker-dealer. KYC/AML, books & records, and suitability protocols apply..
5. If gaps are flagged, we outline
the remediation path.
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You can:
– Implement corrections with internal or external resources
– Get referrals to trusted legal, structuring, or modeling experts
– Engage Apogee’s fractional capital desk to fully reconstruct the capital stack, terms, and allocator-grade readiness
Institutional Capital Access for Proven CRE Sponsors
What 'Ready' Means
Allocator-Grade =
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Downside scenario, not just upside
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Verifiable track record (realized + support)
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Clean waterfall, fees, and governance
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Strategy and structure match investor mandate
Only 30% of decks we see pass this bar.
No Retainer? Here’s Why.
We already have the LPs.
Mapped relationships across allocators, institutions, and platforms.
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Segmented by AUM, liquidity, mandate, geography
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Outcome history, diligence patterns, relationship heat
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KYC/AML and jurisdictional pre-clearance
We protect that network by never pushing deals that aren’t ready. That’s our edge, and your opportunity.
Your Options If You're Not Ready
We don’t pitch you. We educate you.
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Get a readiness review with specific Fix/Stop feedback.
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Use your team to adjust.
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Hire your own experts.
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Or plug into Apogee’s capital formation desk.
No pressure. Just truth.
Why Sponsors Choose
This Path
No retainer. Non Exclusive
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Use us when you’re ready, no exclusivity required
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No fees unless we make a successful placement
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Already have LPs you want to prioritize? We’ll carve them out
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Our model protects your upside, and your rep
We Built It from the Investors Side
Not theory. Not pitchware.
A Blackbook Built Deal by Deal.
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Over $2.1B raised across real estate, credit, secondaries, NAV, and hybrid deals.
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We reverse-engineer every raise from the LP side
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Allocator relationships mapped down to mandate, geography, AUM, liquidity, and behavior.
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15+ years of IC dialogue, mandate reviews, and pacing cycles.
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Secure VDR with full audit trail
What If You’re Not Ready?
Most deals don’t pass first review. That’s not rejection, that’s reality. Institutional capital requires proof, polish, and precision. If we flag issues during our screen, such as missing track record support, weak terms, no GP commitment, no anchor, or governance holes, we stop.
No outreach. No exposure.
But here's the difference:
We don’t just walk away.
We hand you the map to fix it.
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You get a Gap Report outlining what’s missing and why.
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You get a readiness pathway, whether it’s rebuilding your deck, reworking the capital stack, validating your track record, or assembling the right support team.
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You stay in control. Fix it yourself, bring your own experts, or use a fractional capital desk partner like Apogee to rebuild institutional-grade infrastructure with zero fluff.
Our bar is high because allocator trust is our only currency.
