SponsorCloud

# **Scale Your Fund Operations Without Building an In-House Team of Ten**

**Discover the integrated, tech-enabled operating model that eliminates back-office bottlenecks and accelerates capital raising in today's high-trust market.**

*A Strategic Partnership Between FundOps Partners & SponsorCloud*

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## **What You'll Master in This 45-Minute Strategic Session:**

### **Foundation-First Fund Structuring**

Learn how to avoid costly mid-raise restructuring by getting your 506(c) vs. 506(b), GP/LP, and jurisdictional decisions right from day one, so you show up investor-ready with institutional-grade credibility.

### **Compliance as Your Competitive Shield**

Transform compliance from a checkbox into a culture that prevents legal exposure, eliminates LP counsel questions, and keeps you ahead of Blue Sky filings, investor verification, and audit requirements.

### **Beyond-the-Raise Fund Management**

Master the investor relations experience that builds long-term trust, drives re-investment, and eliminates "March Madness" K-1 chaos through white-glove service and automated workflows.

### **Growth-Driven Scaling Strategy**

Access proprietary networks of Family Offices and HNWIs while building operational sophistication that scales from Fund I to Fund III without reengineering your entire back office.

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## **Why This Webinar Is Essential Right Now:**

✅ **Be Investor-Ready in Days, Not Months:** Get fund operations live with subscription documents, onboarding, and white-labeled portals that impress from first contact.

✅ **Zero Compliance Exposure:** Real-time oversight and automated tracking ensure you're buttoned-up always, no SEC uncertainty, no LP questions, no audit surprises.

✅ **Scale Without Burning Out:** Delegate non-core operations to focus on what matters: finding deals, managing assets, and increasing enterprise value.

✅ **Raise with Network Leverage:** Tap into established relationships with institutional investors while maintaining full control of your investor relationships.

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## **Perfect for Fund Managers Who Want To:**

*   **Scale without reengineering operations** every time they launch a new fund
*   **Focus on deals, not back-office tasks** that drain time and energy
*   **Appear credible to discerning HNWIs** and institutional investors from day one
*   **Raise capital while maintaining compliance confidence** in an increasingly regulated environment

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Results vary based on fund structure, market conditions, and individual implementation. This webinar provides educational content and strategic insights for fund management optimization. We do not provide tax, accounting, or legal advice. All structuring, compliance, and documentation decisions should be reviewed with your CPA and legal counsel.


Building Smarter Funds: Structure, Compliance, and Long-Term Success

# **Raise More Capital & Improve Investor Retention with SponsorCloud**

Discover how to pool investor capital without LLC complexities while delivering institutional-grade investment updates that keep investors engaged and coming back.

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## **What You'll Learn in This 45-Minute Session:**

**The New Way to Raise More Capital** that eliminates administrative burdens while keeping your investor relationships professional and transparent.

**LLC-Free Capital Pooling** using Investment Pools that let investors participate deal-by-deal without forming separate entities, reducing barriers to entry, and expanding your investor base.

**Institutional-Grade Reporting Secrets** to deliver personalized performance metrics, including IRR, equity multiples, and real-time investment data that builds investor confidence.

**Investor Retention Activation** process to keep investors engaged with transparent, timely reporting that encourages repeat participation in future deals.

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## **Why Attend?**

*   **Raise Capital 87% Faster:** Eliminate weeks of LLC formation and start fundraising as soon as minimums are met.
*   **Increase Investor Retention:** Professional updates and transparent reporting keep investors engaged for future opportunities.
*   **Zero Administrative Burden**: No LLC filings, tax complications, or ongoing compliance requirements.

**Bonus:** Live Q\&A where you can ask specific questions about your fundraising challenges.

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*Results vary based on deal type, market conditions, and individual sponsor implementation.*


Simplify Capital Raising with Investment Pools + Enhanced Offering Updates

# **1031 Exchanges, Delaware Statutory Trusts & Beyond**

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## What You’ll Learn in This 45-Minute Session

➡ **The Most Effective Strategies to Defer Capital Gains and Build Passive Income**

A comprehensive breakdown of 1031 Exchanges, Delaware Statutory Trusts (DSTs), UPREITs, NNN leases, and TIC structures: how they work, when to use them, and what to watch out for.

➡ **Market Trends Driving Passive Demand**

The push toward passive income and tax deferral amongst investors looking for their next GP.

➡ **Clear Use Case Scenarios**

Get a practical understanding of which tool fits which situation (and when to avoid them).

➡ **Real Data, Real Strategies**

Insights from Accruit’s nationwide network of intermediaries on exchange volumes, asset preferences, and return trends.

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## Why Attend?

✔ **To Stay Competitive**

Learn how successful sponsors are integrating tax-deferred, passive strategies into their capital stack.

✔ **Tools That Turn “Maybe” Into “Committed”**

Gain a working knowledge of today’s most-used like-kind exchange models and passive investment strategies. Also, learn how to speak credibly with sellers and LPs about them.

✔ **Direct Access to Experts**

Participate in an open Q\&A with SponsorCloud and Accruit representatives.

✔ **Immediate Application**

Whether you're preparing your first 1031-based deal or refining your approach to capital raising, this webinar will give you actionable intelligence on the strategies that work for your unique situation.


How Sponsors are Raising More Capital With Tax-Deferred and Passive Income Strategies

Learn how to enhance investor outcomes and expand access to retirement capital through the SponsorCloud × Equity Trust Company partnership.

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# **What You'll Learn in This 45-Minute Session:**

✅ **The Dual-Advantage Strategy** that most sponsors haven’t adopted: solving investor value and capital access simultaneously.

✅ **Tax Elimination Benefits** using Self-Directed IRAs that may increase investor net returns by up to 15-25%.

✅ **Market Access Secrets** to tap into the $17 trillion retirement assets market (with less than 5% currently allocated to alternatives).

✅ **Complete Implementation Toolkit**—9 ready-to-launch resources including white-labeled landing pages, customizable email campaigns, webinar scripts, and investor FAQs.

✅ **Partnership Activation** process to start engaging retirement-focused investors efficiently and compliantly.

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# **Why Attend?**

*   **Access Immediately:** Get the full SDIRA marketing toolkit at no cost.  
*   **Unlock New Potential:** Sponsors have seen 30–50% increases in capital raised by integrating retirement accounts
*   **Zero Implementation Guesswork:** Get customizable templates, scripts, and step-by-step guidance

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*Performance figures are directional estimates based on pilot expectations and industry modeling. Results will vary by sponsor and market conditions.*


Simplifying IRA Capital Raising: With Integrated Solution + Ready-to-Launch Marketing Toolkit

# **Get More Fund Commitments with Strategic Waterfall Structure Design**

Top-performing funds are securing commitments even in this tight market by strategically redesigning their waterfall structures and fee arrangements. Industry data shows investors now rank these elements among their top 3 decision factors when evaluating new funds.

This practical webinar reveals the specific structures that institutional investors and family offices are saying 'yes' to in 2025, plus how to implement them without sacrificing your returns.

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# **What You’ll Learn:**

*   **Waterfall Structure Essentials:** Key components and strategic approaches that appeal to today's investors.
*   **Fee Structure Strategies:** Practical methods to design arrangements that win commitments while maintaining profitability.
*   **Investor Alignment Tactics:** Additional considerations beyond basic structures that build confidence and differentiate your fund.

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# **Real-World Success Stories**

Learn from funds that secured commitments by implementing smart waterfall and fee structures. Our experts will share actual examples and the specific elements that won over hesitant investors.

**Can't make the live session? Register anyway, and we'll send you the recording.**

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*Brought to you by *[*SponsorCloud*](https://www.sponsorcloud.io/)* - Modern Fund Management Solutions for Real Estate Fund Managers*


Designing Waterfalls and Fee Structures That Win Commitments

## Navigate Fund Structure Complexities with Expert Legal & Operational Insights

*A co-hosted webinar presented by SponsorCloud and LegalScale*

Choosing the right fund structure is an essential component of setting your fund up for success with your investment strategy and achieving the goals of your investors.

Join industry experts from SponsorCloud and LegalScale as they break down the key differences between fund structures to help fund managers navigate the nuances of each option, from tax implications and legal compliance to operational flexibility and investor communications.

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## What You'll Learn:

*   **Factors to Consider When Choosing a Structure:** How to assess your fund's size, strategy, and investor profile to make the right structural decision.
*   **Important Regulatory and Tax Implications:** Explore legal differences that could impact fund operations and strategies to minimize tax burdens.
*   **How Structure Affects Investor Relations:** Considerations for how to attract investors and a discussion regarding transparency and investor reporting.

Our experts will review real-life examples of funds that use each structure, providing actionable insight into best practices and useful takeaways for fund managers and sponsors as they navigate their decisions around how to structure their own funds.

This collaborative webinar brings together legal expertise from LegalScale and operational insights from SponsorCloud, providing attendees with the crucial tools needed to make well-informed choices about fund structure that will maximize their fund's chances of success and minimize potential disadvantages.

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### About This Partnership

This webinar represents the collaborative expertise of SponsorCloud and LegalScale, bringing together operational technology and legal knowledge to provide fund managers with comprehensive guidance. LegalScale provides essential expertise in legal structuring and compliance, while SponsorCloud powers the technology platform that helps raise capital, manage established structures, and streamline investor relations. Together, they provide fund managers with end-to-end solutions for fund formation, management, and growth.

*Register today to learn how the right fund structure, supported by the right technology, can set your fund up for long-term success.*


Choosing the Right Structure: LP vs. LLC vs. Series Fund

Join us for an exclusive product training webinar showcasing SponsorCloud's best-in-class Invest via ACH workflow. In this session, we'll explore how our upgraded ACH feature streamlines the capital-raising process while providing enhanced security, improved reconciliation, and a superior investor experience.

Our redesigned ACH system includes robust identity verification, instant bank account verification, pre-funding balance checks, and improved transaction tracking - all designed to increase funding success rates and reduce administrative burden.

## What You'll Learn:

*   **Benefits of Our Enhanced ACH Feature**: Discover how our upgraded system increases capital raising efficiency, reduces transaction failures, and improves investor confidence through enhanced security measures.
*   **Feature Demonstration**: See the new ACH functionality in action, including the improved investor interface, streamlined verification process, and enhanced transaction tracking.
*   **Setup Process**: Learn how to quickly implement and configure ACH payments for your offerings with step-by-step guidance from our product experts.
*   **Pricing Structure**: Understand our transparent pricing model and how implementing ACH can provide significant ROI by increasing funding success rates.
*   **Q\&A Session**: Get answers to your specific questions from our product specialists.


Product Training:  Funding Investments via ACH

Maximizing pass-through rental losses can unlock valuable tax savings for investors in real estate funds and syndications.

This webinar will break down the key hurdles investors face when utilizing pass-through rental losses and provide actionable strategies to optimize deductions.

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#### **What You’ll Learn:**

📍 **Understanding Pass-Through Rental Losses:** How real estate fund structures impact tax treatment.

📍 **Key Investor Challenges:** Navigating basis rules, at-risk limitations, real estate professional status, and passive activity loss restrictions.

📍 **Optimizing Your Tax Strategy:** Practical steps to adjust basis, qualify for deductions, and align passive losses with passive income.

We will also be covering a Real-World Case Study, a breakdown of how an investor maximized tax benefits despite common limitations.

Whether you're a real estate investor, fund manager, or tax professional, this session will help you navigate the complexities of pass-through losses and ensure you're not leaving money on the table.


Unlocking Pass-Through Rental Losses in Real Estate Funds 

Tax season is a critical opportunity to strengthen trust and build lasting relationships with your investors and CPAs.

This webinar will equip you with practical strategies and tools to save time, improve communication, and deliver a seamless experience.

**What You’ll Learn:**

*   **Set clear expectations for K1 deliverability:** Reduce uncertainty and keep investors informed.
*   **Streamline tax workflows with the K1 Tracker:** Simplify data collection, ensure accurate investor profiles, and eliminate repetitive communication.
*   **Enhance investor relationships:** Use better tools to communicate transparently and differentiate your portal from the competition.

**Why Attend?**

*   Avoid common tax season pitfalls and improve operational efficiency.
*   Gain insights into best practices that build investor trust and goodwill.
*   Discover how our latest tools can save you time and enhance your portal’s value.

**Register Now to Reserve Your Spot**

📅 **When:** Jan 23rd

⏰ **Time:** 12:00 PM ET

🌐 **Where:** Online
