Crowdstreet Case Study - Denholtz
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Denholtz Associates needed a platform to accelerate their fundraising process, improve investor reporting and management, and integrate with their existing systems. Their in-house solution using Yardi and Access was time-consuming and lacked necessary features. CrowdStreet Sponsor Direct enabled Denholtz to import 450 existing investors onto the platform. It streamlined the investment process from 2 months to as little as 24 hours. It reduced the IRM team's transaction workload from 40% to less than 20% of their time, allowing them to focus on more strategic tasks. The president reported the platform increased efficiency by at least 30%.
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6. As a deal broker: For connecting Apohan directly to the final decision-making client businesspersons or investors for a finding fees (referral fee).
Please get in touch with the undersigned on e-mail or WhatsApp.
Arun Joshi
WhatsApp: +91 9810481325
E-mail: arun.joshi@apohanconsultants.com
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Abridged Version.Crowdstreet Case Study - Denholtz
- 1. CUSTOMER STORY / DENHOLZ ASSOCIATES 1 CASESTUDY:DenholtzAssociates HOW DENHOLTZ ASSOCIATES TRANSFORMED THEIR FUNDRAISING PROCESS USING CROWDSTREET SPONSOR DIRECT ABOUT DENHOLTZ Denholtz Associates operates a diverse portfolio of office and industrial properties encompassing 30 properties across five states, more than 700 tenants, and almost 5 million square feet total. Since its inception in 1954, Denholtz Associates has grown into a highly experienced developer and a prolific real estate syndicator, maintaining an active high-net-worth investor network of over 500 investors. THE PROBLEM: The In-house Solution Denholtz utilized a homegrown technology solution for investor relationship based on their existing Yardi Systems property management system. However, they soon found Yardi lacked recording options for investor-specific data including investor preferences, broker referrals, transfers, and historical distributions, and frequently struggled to meet Denholtz reporting needs. To solve for this, they started developing their own system using an Access database. The problem with their in-house solution was it required manual effort to solicit and promote investment offerings. The total transaction timeline required approximately two months from start to close, and accounted for a full 40% of the IRM teams workload. With so much time dedicated to transaction management, Denholtz IRM staff had limited time for investor management and outreach efforts. THE SOLUTION: CrowdStreet Sponsor Direct Denholz needed one platform to accelerate their fundraising process and improve ongoing investor reporting and document management. They also needed a solution to easily integrate with their existing systems and market to their pool of investors. TheSponsorDirectPlatform CROWDSTREET PLATFORM Publishing Platform Investor Room Transaction Center Management Portal Using the CrowdStreet Publishing Platform, sponsors can create high-quality offering pages. Collecting offers and closing documents doesnt have to be a painful and time-consuming process. The CrowdStreet Management Portal is the sponsors unified command center. The Investor Room is each investors personal control panel. CrowdStreet Sponsor Direct enabled a reduction in our closing timelines. Steve Cassidy, President More...
- 2. CUSTOMER STORY / DENHOLZ ASSOCIATES 2 THE RESULTS: Immediate Success Using CrowdStreet Sponsor Directs integrated import tool, Denholtz was able to immediately import 450 investors across 30 active projects. Each investor was automatically sent an email notifying them of the new platform and inviting them to login. At login, each investor was greeted with a custom My Investments page; listing each of their existing Denholtz property investments along with project updates, performance metrics and charting, and downloadable documents including K-1s. Sponsor Direct has significantly streamlined the Denholtz investment process. The process from solicitation to funding used to take two months to complete; with Sponsor Direct, it can now be completed in as little as 24 hours. The impact on the IRM teams workload has been similarly significant. Transaction processing that used to occupy 40% of the IRM teams time, now requires less than 20%. Denholtz IR manager reported Sponsor Direct has increased the overall efficiency of our IRM team by at least 30%. We now have significantly more time to focus on high-value efforts like investor outreach and support. 610 SW Broadway, Suite 600 Portland, OR 97205 888.432.7693 info@crowdstreet.com BONUS: The Rewards of Integrated Fundraising & IRM In addition to improvements in the speed and efficiency of capital raising, Denholtz found CrowdStreet Sponsor Direct a powerful tool for streamlining the rollover of existing investors into new investments. It was this ability to seamlessly connect existing investors with new investment opportunities that was a game-changer for the company. Denholtz has previously looked at a number of standalone IRM solutions, while these solutions provided good post-funding management options, no other solution offered CrowdStreets unique ability to manage investors through every stage of the investment process, from solicitation, offer acceptance and transaction management, to ongoing reporting & communications, ultimate sale of the property and finally re-investment. Sponsor Direct has increased the efficiency of our IRM team by more than 30%. Steve Cassidy, President Denholtz Associates It used to take weeks to get final docs and payments. The same process now takes 2 days. Get Started with the Most Powerful Investor Management Tools in the Industry