Sales Trigger: Core Spaces Hires MD for Institutional Capital

🚀 Battle Card: Core Spaces

• Juan Sebastian Agudelo, Managing Director, Institutional Capital Raising · 🔗 LinkedIn

• Institutional investors are shifting to specialist real estate managers for stable yield and scale—this Core Spaces sales trigger signals a ramped-up capital‐raising push. → Source

• Lack of centralized investor engagement across student housing and BTR segments

• Inefficient capital-raising processes limiting deal velocity

• Primary: Capital Markets Platform for Investor Relations → Accelerate institutional funding rounds

• Expansion: Data-Driven CRM for Investor Engagement → Enhance relationship management and upsell opportunities

• Leverage the Core Spaces sales trigger to emphasize urgency in your pitch.

• HQ: Chicago, IL

• Employees: ≈ 200

• Rev: ≈ $400 M

• Website: corespaces.com

🤼 Competitive Intel

• DealCloud — Investor CRM / Deal Management
• Unique edge: Configurable pipelines for private capital
• Evaluated by MD & IR teams for custom workflows

• IntraLinks — Virtual Data Room / Fundraising
• Unique edge: Secure document sharing at scale
• Evaluated by Head of IR for compliance needs

• Backstop Solutions — CRM / Investor Reporting
• Unique edge: Integrated reporting dashboards
• Evaluated by IR & Finance for real‐time insights

• Altvia — Private Markets CRM
• Unique edge: Native Salesforce integration
• Evaluated by IR & IT for seamless data sync

• Carta — Cap Table & Fund Admin
• Unique edge: Automated cap table management
• Evaluated by CFO for governance and audit trails

✅ Do-Now Checklist

Next Step

🧠 Copy My Prompt for Personalized Cold Outreach

────────────────────────────
✏️ YOUR COMPANY
────────────────────────────
OUR_COMPANY   = ❑❑
OFFER_BRIEF   = ❑Capital Markets Platform for Investor Relations❑
PROOF_METRIC  = ❑reduced funding cycle by 40%❑
CTA_STYLE     = ❑quick_call❑
TONE          = ❑friendly❑

────────────────────────────
📌 TARGET COMPANY
────────────────────────────
NAME        = Juan Sebastian
COMPANY     = Core Spaces
DEPT        = Institutional Capital Raising
SIZE        = ≈ 5
BOTTLENECK  = inefficient capital-raising processes
EVENT       = appointment of Juan Sebastian Agudelo
DETAIL      = Appoints Juan Sebastian Agudelo as Managing Director, Institutional Capital Raising
PAIN        = Lack of centralized investor engagement
SRC         = http://cts.businesswire.com/ct/CT?id=ftfLlWd9aZbF2NXfwppam3Bd664=&newsLang=en&newsId=20251023182657&div=41152219
SIM_CO      = Bridge Investment Group
WIN_METRIC  = 40% faster funding rounds
NEXT_SIZE   = ≈ 15
EMP_EST     = ≈ 200
REV_EST     = ≈ $400M

────────────────────────
TASK FOR CHATGPT
────────────────────────
Role: “NewsletterForLeads SDR-Assist”.
Validate any ≈ guesses via SRC.

EMAIL  (keep breaks):
Subject: ≈ 5-person Institutional Capital Raising

Juan Sebastian—noticed your Institutional Capital Raising team is ≈ 5.

That’s when inefficient capital-raising processes slows growth.

We helped Bridge Investment Group fix this with Capital Markets Platform for Investor Relations.

Result: 40% faster funding rounds.  
Quick call?

PS—next bottleneck hits ≈ 15.

DM ≤45 words, TONE:
Saw your post about Appoints Juan Sebastian Agudelo as Managing Director, Institutional Capital Raising — Lack of centralized investor engagement.  
Capital Markets Platform for Investor Relations. reduced funding cycle by 40%.  
Quick chat?