PrestonBI
Active engagements

Real sponsors.
Real engagements. Quiet outcomes.

A small number of sponsor engagements running at any one time. Specific dollar outcomes and named references are furnished privately, after first call.

Client
Cedarbrook Homes
Residential developer
Active engagement · Cycle 02

Investor introductions on a cadence the team can plan around.

What changed
Daily
qualified investor conversations on the principal's calendar, every working day.

Active sponsor engagement. We run sourcing, multi-channel outreach, and screening calls in the background. The principal sees only the pre-cleared conversations. No list management, no cold outreach, no chasing.

How the engagement runs
  • ◆Targeted investor list refreshed every cycle
  • ◆Multi-channel outreach run quietly in the background
  • ◆Screening calls before any introduction reaches the calendar
  • ◆Investor dossier delivered before every booked meeting
Client
Dilweg
Multifamily & commercial
Active engagement · Cycle 02

A steady inflow of investor conversations, without a new outbound team.

What changed
Weekly
new investor introductions, on a planned cadence the team owns.

Active sponsor engagement. We built the investor universe around their specific asset mix, ran the cadence quietly, and screened every interested investor before anything reached the team. Their hours moved from list-management to conversation.

How the engagement runs
  • ◆Investor universe matched to multifamily + commercial strategy
  • ◆Per-investor capital and asset-class screening
  • ◆Single channel for every reply, no multi-inbox swivel
  • ◆Weekly pipeline read on a one-page report
Client
Bane Assets
Real estate sponsor
Active engagement · Pilot cycle

From founder-led raise to an engine running quietly underneath.

What changed
Pilot
engagement: source, reach, and screen run in the background; founder takes the call.

Pilot engagement, launched April 2026. Designed to validate the engagement letter against a working sponsor's real raise. Engine is delivering against the named outcomes in the engagement letter; weekly pipeline reads are shared privately.

How the engagement runs
  • ◆Engagement-brief locked in week one
  • ◆Investor screening calls run by our team, not the founder
  • ◆Investor dossier on the founder's desk before every booked meeting
  • ◆Outcomes against engagement letter reviewed weekly
Apply

Want a fourth name
on this page?

Apply for an engagement