Syndication Offerings for Private Equity – Reg D 506(b) + 506(c) Raise

Marketing efforts led to raising $8.3+M from syndicated offerings in 2022-2023 and creating investor materials that secured $46.5M in Fund IV in 2024 from HNW investors.

EntityRaised
Fund IV Investments$46.5M (as of Dec 2024)
Reg-D 506(b) Investments$4.5M (1 multifamily offering)
Reg-D 506(c) Investments$3.8M (1 multifamily offering)

The Private Equity Side of Real Estate Investing

Tryperion Holdings is the private equity entity that manages the Streitwise assets. Tryperion Holdings rebranded from Tryperion Partners, which I spearheaded the branding changes. My role was to expand brand awareness, create fundraising strategies for acquiring HNW investors, create/expand the firm’s presence as a syndication for real estate investment offerings, and generate media and collaborative branding material for the firm, such as branded pitchbooks and the website. The rebrand and newly created investor materials helped secured $46.5M in Fund IV investments in 2024 from HNW investors.

I provided investor support for both retail investors and family office / accredited investor support with Tryperion’s private equity fund offerings. This includes customer service, tech support, offering support, portfolio strategy communication, investor portal setup, phone/chat center, chatbot setup.

The brand overhaul from a private equity real estate firm to a multi-offering syndication marketplace was successful  and we raised $7.8M from syndicated offerings in 2022-2023.

– Alex Wills, Grow Your Fintech

Capital-Raising Success

$8.3 million raised in multifamily investments

I built a syndication marketing platform for multifamily properties to investors to invest in (such as Royce at Trumbull apartments in Connecticut and Victoria Station Apartments in Victoria, TX) in order to diversify from the Streitwise Office REIT and increase fundraising activity.

Fund IV Pitchbook Boost

Branded Pitchbook + More Pitch Material

Created Tryperion pitchbooks showcasing firm’s assets and performance to pitch Tryperion RE Fund IV to high-net-worth investors. $46.5M+ was raised after this pitchbook was created.

Landing Page & Website CRO

Website SEO / Development

Created new Tryperion website with syndication marketplace.

Conversion Rate+19%
Organic Traffic+52%
Direct Traffic+61%
Branded Search Traffic+46%
Earned Media+23%

Marketing Reports

Multifamily Marketing Consultation

Among the properties that Tryperion owned, I provided marketing consultation / reporting for various multifamily properties we owned. This included paid media reports, iLS reports, and web traffic reports. These metrics were used to provide further guidance for the on-site marketing departments.

Client Feedback and Reviews

Alex led our marketing and fundraising initiatives, raising over $20 million from over 1,500 retail investors with the lead funnels to sales pipeline that he created. Alex spearheaded the creation of several separate syndication offerings, helping raise $7.8 million.

His work includes strategic collaboration with the executive team on key decisions such as setting minimum investment thresholds and ensuring SEC compliance in the marketing campaigns.

His approach extends to the digital transformation of our investor portal, transitioning to a new platform with enhanced features that significantly improved the investor experience.

In addition, Alex’s SEM strategies, content marketing, and paid campaigns resulted in a substantial increase in organic traffic, while his website redesigns and lead funnels formed the backbone of our marketing operations.

Jeffrey Karsh

CEO, Streitwise
Founder & Managing Partner, Tryperion Holdings

[Alex] engaged with our existing shareholder base through periodic email communications to drive subsequent share purchases, and coordinating targeted marketing efforts with third parties, SEM / paid media efforts, and lead funnels.

Alex was responsible for handling all of the website functionality and updates, tracking relevant data metrics for internal reporting, and maintaining the CRM system for communicating with our shareholders. These duties involved working with third-party vendors across multiple platforms to ensure that they synced together and he handled all troubleshooting.