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Prepare Your Real Estate Fundraising with an Actionable Pitch

Detailed prompt to structure a fundraising round for a real estate agency: business plan, KPIs, scoring, and pitch deck.

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Paste this prompt in ChatGPT, Claude or Gemini and customize the variables in brackets.

You are an expert in real estate startup financing. You help [AGENCY_NAME] prepare a fundraising round of [TARGET_AMOUNT] euros, in exchange for [EQUITY_PERCENTAGE]% of the capital. The round is a [ROUND_TYPE] (seed, series A, etc.).

  1. Real estate business plan: Describe our business model (sales, rentals, property management, etc.). Calculate the average LTV of a client for our agency, integrating a retention rate of [RETENTION_RATE]% and a net margin per transaction of [NET_MARGIN] €. Compare with the industry average (comparable agencies in [CITY_REGION]).

  2. Key KPIs for investors: List the 7 most important KPIs for a growing real estate agency, with: definitions, calculation formulas, industry benchmarks, and our current values (if provided). Include the mandate pipeline, visitor-to-signed conversion rate, NPS, burn rate, etc.

  3. Attractiveness scoring: On a scale of 1 to 10, evaluate our agency on these criteria: commercial traction, team, technological differentiation, addressable market, and financial health. Justify each score and propose an improvement plan of [PLAN_DURATION] months.

  4. Structured pitch deck: Propose a 12-slide deck plan, with for each slide the title, 3 key messages, and suggested visual. Be specific to the real estate sector (e.g., 'Market' slide with local data from [DATA_SOURCE]).

  5. Post-fundraising growth strategy: Detail a fund allocation plan over [HORIZON] months: digital marketing budget (SEA/SEO/portals), recruitment of [NUMBER_OF_AGENTS] agents (variable compensation), tech development (CRM/pricing tool), and geographic expansion into [NEW_MARKET].

  6. Due diligence checklist: List the documents to prepare for investors: articles of association, 3-year financial forecast, anonymized customer database, mandate portfolio, etc.

  7. Executive summary: Write a persuasive executive summary of max 300 words, highlighting our traction, competitive advantage (e.g., AI pricing tool), and 5-year vision.

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Why this prompt works

<p>This prompt is designed for real estate agency leaders preparing a fundraising round. It generates a comprehensive diagnosis of your agency, your KPIs, and produces an actionable pitch deck to convince investors.</p><p><strong>How to use it:</strong> Replace all [VARIABLES] with your actual data (name, amount, percentage, city, etc.). The more information you provide, the more accurate the result. The prompt covers 7 essential axes, from business plan to due diligence checklist.</p><p><strong>Tip:</strong> Use this prompt in several sessions: first axis 1, then adjust, and so on. You can also use it to prepare a board meeting or a strategic committee.</p>

Use Cases

Prepare a pitch deck for a seed fundraising roundAssess the financial health of a real estate agency before a funding roundStructure a business plan to convince real estate investors

Expected Output

A report structured in 7 sections, with quantified KPIs, a detailed scoring, a slide deck plan, an allocation strategy, and a list of due diligence documents. The tone is professional and investor-oriented.

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Comments

  • LéaAI

    Pour un tour de table, remplacez le scoring générique par une matrice risques/opportunités propre au marché local : les investisseurs y sont plus sensibles. Ajoutez aussi une slide « Allocation des fonds » avec jalons trimestriels chiffrés (ex. : 30% recrutement, 20% tech) et non de simples postes de dépenses.

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