How to Run a Syndication Investor Webinar
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A syndication investor webinar is a live session where you walk through one deal and answer questions from people who may invest. Run it in four parts: who you are, the property and plan, the terms and risks, then open Q&A. Keep to facts that match your offering documents, never promise returns, and invite only the people your exemption allows. Under Rule 506(b) that means people you already have a substantive relationship with, not the general public.
This post is part of our guide to real estate syndication. It covers the live session. For the invitation and follow-up emails, see turning followers into investors with a webinar and emails. Rules are as of October 2026.
What should the webinar outline be?
A working outline for about 45 to 60 minutes:
- You and your team (5 minutes). Who is the sponsor, who else is on the team, what you have done. Only claims you can document. See the syndication team you need.
- The market and property (10 minutes). What it is, where it is, why this market. See choosing an apartment market.
- The plan (10 minutes). What you will do with the building and how long you expect to hold it.
- The numbers and terms (10 minutes). Sources and uses, the loan, fees, the preferred return and the split. Read them from the documents.
- Risks (5 minutes). Vacancy, rates, cost overruns, the possibility of losing money. See risks for new investors.
- How to invest and what happens next (5 minutes). Review the documents, sign, wire into escrow.
- Q&A (15 to 20 minutes).
Who can you invite?
This is where sponsors get into trouble.
- Rule 506(b): no general solicitation. A public registration page, a social post inviting anyone to "join the call" and an ad can all be general solicitation. Invite people you already have a substantive relationship with. See what general solicitation is and whether followers can invest under 506(b).
- Rule 506(c): you may advertise, but every investor must be a verified accredited investor before the sale. See what a 506(c) offering is and how to verify accredited investors.
Choose before you send the first invitation. Switching from 506(b) to 506(c) later is possible but needs planning; see switching to 506(c).
What should you not say?
- No promised or guaranteed returns, and no claims that the investment is "safe" or free of loss. See Rule 10b-5 and misleading statements.
- No numbers you cannot support from the documents. Label projections as projections and name the assumptions.
- No invented testimonials or track record. See what you can say about a deal.
- No pressure. Do not pitch a deadline that is not real.
- Do not say you are paid for finding investors. A sponsor is paid as the deal's sponsor, for sponsor work.
How do you handle Q&A?
Collect questions in a Q&A box and answer them in order. If you do not know, say so and promise a written answer to everyone, not just the person who asked. If a question is about a term in the documents, read it from the documents. If someone asks "what return will I get?", explain that projections are not promises and show the downside case. Our post on questions followers ask a first-time sponsor has the common ones.
What do you do after the call?
Send the replay link only to the same invited group, with the documents and the deal page link. Keep the slide set, the recording and the invitation list. Follow up with people who asked questions. Do not accept money by email or in chat; money moves only through the escrow process. See how investors commit and wire.
How DoorRaise fits in
A DoorRaise sponsor can book a live Q&A for the deal and send followers the deal page, where investors review the documents, sign and see escrow instructions once escrow is open. Funding is by wire only, into the deal's escrow at Enterprise Bank & Trust. See live calls and the deal page, or start a deal.
Webinar checklist: before, during and after
| When | What to do | Why |
|---|---|---|
| Before | Pick 506(b) or 506(c), build the invite list, finish the offering documents, load the slides | The invitation rules depend on the exemption, and the slides must match the documents |
| Before | Test audio, screen share and the Q&A box | A broken screen share costs more trust than a rough slide |
| During | Read terms from the documents, label projections, state the main risks | Keeps what you say consistent with the documents |
| During | Log every question and any answer you promised in writing | You owe the whole group those answers |
| After | Send the replay and written answers to the same invited group only | A wider send can be general solicitation under 506(b) |
| After | File the recording, slides and invite list with the offering records | They show what was said and to whom |
Related guides
- Turning followers into investors with a webinar and emails
- Questions followers ask a first-time sponsor
- How investors commit and wire
FAQ
How long should an investor webinar be?
About an hour, with roughly a third for questions. A shorter, focused session with a good documents page works better than a long one.
Can I post the webinar publicly?
Only if your deal is under 506(c). Under 506(b), a public post about the offering can be general solicitation.
Should I show projected returns?
You may show projections if you label them, state the assumptions and show a weaker case. Never present them as a promise.
Do I need to record it?
It is a good record of what you said. Keep it with your offering files.
What should the first five minutes cover?
Who you are, what the deal is in one sentence, how the session will run, and a plain reminder that this is not a guarantee of anything. Then go straight to the property and the plan.
Can I take commitments during the webinar?
No. Direct people to the documents and the deal page, and let them decide afterward. Money moves only through the escrow process once the deal's escrow is open.
Sources
- SEC: Private placements under Rule 506(b)
- Investor.gov: Investor bulletin on private placements
- 17 CFR 240.10b-5: Employment of manipulative and deceptive devices (Cornell LII)
This article is general information, not legal or investment advice. Talk to a securities attorney about any offering. Every investment can lose money. DoorRaise is not a law firm, broker-dealer, investment adviser or funding portal.