Signals

Signal-Based Outreach
for CRE Lenders and Advisors

As former CRE fund managers, we use real estate transaction signals
and LinkedIn reach out automation to connect you only with active sponsors that fit your credit box and are ready to transact.

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Our Approach

A Proven System
Built by Capital Allocators

We built an origination infrastructure that enabled our team to deploy capital across $650M+ in CRE transactions with only a few salespeople and a highly automated workflow. Today, we offer that same infrastructure as a fully managed service for CRE lenders and capital markets advisors.

Analyzing your ICP & segments…

ICP & audience review

Segment & market mapping

Ideal customer attributes

Outreach strategy outline

Analyzing your ICP & segments…

ICP & audience review

Segment & market mapping

Ideal customer attributes

Outreach strategy outline

Analyzing your ICP & segments…

ICP & audience review

Segment & market mapping

Ideal customer attributes

Outreach strategy outline

Step 1: Strategy & ICP Definition

We define your borrower profile around your credit box, not generic B2B criteria

We audit your lending programs, eligibility criteria, and target borrower profile. Based on that, we create an Ideal Customer Profile and build messaging aligned directly to your lending mandate - driving relevant, qualified sponsor conversations.

Asset Classes

Transaction types

Track record

Preferred locations

Purchase price range

Leverage

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Step 2: Sponsor Database Buildout

We build a high-quality sponsor database, not just names

We source and enrich sponsor profiles from CRE databases, LinkedIn, and public records. Each contact includes investment focus, recent deals, and verified emails - built around your lending or advisory criteria.

Website and LinkedIn parcing

Data Enrichment

Email Validation

Identifying investment focus

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class AutomationTrigger:
def __init__(self, threshold):
self.threshold = threshold
self.status = "inactive"

def check_trigger(self, value):
if value > self.threshold:
self.status = "active"
return "Automation triggered!"
else:
return "No action taken."
def get_status(self):
return f"Status: {self.status}"
class AutomationTrigger:
def __init__(self, threshold):
self.threshold = threshold
self.status = "inactive"

def check_trigger(self, value):
if value > self.threshold:
self.status = "active"
return "Automation triggered!"
else:
return "No action taken."
def get_status(self):
return f"Status: {self.status}"

class AutomationTrigger:
def __init__(self, threshold):
self.threshold = threshold
self.status = "inactive"

def check_trigger(self, value):
if value > self.threshold:
self.status = "active"
return "Automation triggered!"
else:
return "No action taken."
def get_status(self):
return f"Status: {self.status}"
class AutomationTrigger:
def __init__(self, threshold):
self.threshold = threshold
self.status = "inactive"

def check_trigger(self, value):
if value > self.threshold:
self.status = "active"
return "Automation triggered!"
else:
return "No action taken."
def get_status(self):
return f"Status: {self.status}"

class AutomationTrigger:
def __init__(self, threshold):
self.threshold = threshold
self.status = "inactive"

def check_trigger(self, value):
if value > self.threshold:
self.status = "active"
return "Automation triggered!"
else:
return "No action taken."
def get_status(self):
return f"Status: {self.status}"
class AutomationTrigger:
def __init__(self, threshold):
self.threshold = threshold
self.status = "inactive"

def check_trigger(self, value):
if value > self.threshold:
self.status = "active"
return "Automation triggered!"
else:
return "No action taken."
def get_status(self):
return f"Status: {self.status}"

LinkedIn URL and Website Sending..

Profile Summary

Company Summary

Selling Angle

Sponsor Profile – Jack Daniel
Founder, Daniel Partners LLC | Verified Email
Detected Signals:
- Active acquisition phase
- Short execution timelines (≤45 days)
- Complex capital stack (LP, preferred, senior)
- Likely evaluating bridge or interim capital
Sponsor Profile – Jack Daniel
Founder, Daniel Partners LLC | Verified Email
Detected Signals:
- Active acquisition phase
- Short execution timelines (≤45 days)
- Complex capital stack (LP, preferred, senior)
- Likely evaluating bridge or interim capital
Sponsor Profile – Jack Daniel
Founder, Daniel Partners LLC | Verified Email
Detected Signals:
- Active acquisition phase
- Short execution timelines (≤45 days)
- Complex capital stack (LP, preferred, senior)
- Likely evaluating bridge or interim capital
Sponsor Profile – Jack Daniel
Founder, Daniel Partners LLC | Verified Email
Detected Signals:
- Active acquisition phase
- Short execution timelines (≤45 days)
- Complex capital stack (LP, preferred, senior)
- Likely evaluating bridge or interim capital

Posts

News

Acquisitions

LinkedIn URL and Website Sending..

Profile Summary

Company Summary

Selling Angle

Sponsor Profile – Jack Daniel
Founder, Daniel Partners LLC | Verified Email
Detected Signals:
- Active acquisition phase
- Short execution timelines (≤45 days)
- Complex capital stack (LP, preferred, senior)
- Likely evaluating bridge or interim capital
Sponsor Profile – Jack Daniel
Founder, Daniel Partners LLC | Verified Email
Detected Signals:
- Active acquisition phase
- Short execution timelines (≤45 days)
- Complex capital stack (LP, preferred, senior)
- Likely evaluating bridge or interim capital
Sponsor Profile – Jack Daniel
Founder, Daniel Partners LLC | Verified Email
Detected Signals:
- Active acquisition phase
- Short execution timelines (≤45 days)
- Complex capital stack (LP, preferred, senior)
- Likely evaluating bridge or interim capital
Sponsor Profile – Jack Daniel
Founder, Daniel Partners LLC | Verified Email
Detected Signals:
- Active acquisition phase
- Short execution timelines (≤45 days)
- Complex capital stack (LP, preferred, senior)
- Likely evaluating bridge or interim capital

Posts

News

Acquisitions

LinkedIn URL and Website Sending..

Profile Summary

Company Summary

Selling Angle

Sponsor Profile – Jack Daniel
Founder, Daniel Partners LLC | Verified Email
Detected Signals:
- Active acquisition phase
- Short execution timelines (≤45 days)
- Complex capital stack (LP, preferred, senior)
- Likely evaluating bridge or interim capital
Sponsor Profile – Jack Daniel
Founder, Daniel Partners LLC | Verified Email
Detected Signals:
- Active acquisition phase
- Short execution timelines (≤45 days)
- Complex capital stack (LP, preferred, senior)
- Likely evaluating bridge or interim capital
Sponsor Profile – Jack Daniel
Founder, Daniel Partners LLC | Verified Email
Detected Signals:
- Active acquisition phase
- Short execution timelines (≤45 days)
- Complex capital stack (LP, preferred, senior)
- Likely evaluating bridge or interim capital
Sponsor Profile – Jack Daniel
Founder, Daniel Partners LLC | Verified Email
Detected Signals:
- Active acquisition phase
- Short execution timelines (≤45 days)
- Complex capital stack (LP, preferred, senior)
- Likely evaluating bridge or interim capital

Posts

News

Acquisitions

Step 3: Signal Monitoring

We track CRE transactions
to know when to reach out

We monitor key CRE platforms and journals to track new acquisitions and to find the right moment to make contact - when sponsors are in an active phase and actually need capital or advisory support.

Closing date

Buying company

Location

Asset class

Purchase price

Key decision makers

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Step 4: Multichannel Outreach

We launch automated multichannel outreach your team controls in real time

We deploy automated LinkedIn and email sequences that mimic real 1-to-1 behavior and reach out to your pre-approved prospect list. Every message is personalized using the deal signals we identify, so your team receives only warm, relevant conversations instead of cold, generic replies.

Customized LinkedIn messaging

Email follow-ups

Fully automated sequences

Unified response dashboard

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Choose this plan

All Tasks

Respond to customer

Page visited
July 2nd
Post Liked
in 30 minutes
Invitation Sent
in 2 hours
Invitation Accepted
July 5th
LinkedIn Message Sent
in 15 minutes
Response received
July 5th

All Tasks

Respond to customer

Page visited
July 2nd
Post Liked
in 30 minutes
Invitation Sent
in 2 hours
Invitation Accepted
July 5th
LinkedIn Message Sent
in 15 minutes
Response received
July 5th

All Tasks

Respond to customer

Page visited
July 2nd
Post Liked
in 30 minutes
Invitation Sent
in 2 hours
Invitation Accepted
July 5th
LinkedIn Message Sent
in 15 minutes
Response received
July 5th

Domain health

SPF/DKIM aligned

Email deliverability

Warm-up active

LinkedIn account

Status: Safe

Domain health

SPF/DKIM aligned

Email deliverability

Warm-up active

LinkedIn account

Status: Safe

Domain health

SPF/DKIM aligned

Email deliverability

Warm-up active

LinkedIn account

Status: Safe

Step 5: Automation Infrastructure & Deliverability

We manage the systems - so You Don’t Have To

We manage the full technical setup for you - domain warm-up, LinkedIn account health, and the complete automation infrastructure on our servers. You receive a fully operational outreach engine without adopting new software.

Email Deliverability

Domain Health

LinkedIn SSI

System Setup

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Case Studies

See How Smart AI Automation Scales CRE Deal Flow

Real results from commercial real estate firms using automation to boost outreach, speed up workflows, and grow revenue.

“Buildwise automated outreach system generated $35.7M in loans and $554.2K in economic impact in 9 months"

Michael, Managing Partner, ApexBridge Capital

A New York–based CRE lender with $100M AUM needed a scalable way to reach active sponsors. Buildwise deployed a targeted LinkedIn + Email origination signal-based engine aligned to their lending criteria and market focus. The system delivered consistent sponsor engagement and high-intent conversations.
Impact :
715 qualified prospect calls
$35,750,000 in loans originated
$554,250 of total economic impact
24.6X cumulative ROI after 9 months
"We saw an instant lift in active lenders and real borrower inquiries. The signal-based approach made a clear difference"
Gabriel, Co-Founder & COO, CrescentBay

This Miami lending platform needed a scalable way to attract active lenders and qualified borrowers. Buildwise deployed a dual-track, signal-driven outreach engine across Florida and the Southeast, engaging both sides only when they entered live financing cycles. The result: stronger platform liquidity and a higher-intent borrower pipeline.
Impact :
286 conversations with active lenders and borrowers
18 new lenders onboarded (bridge, DSCR, construction)
72 borrower opportunities sourced through deal signals
2.7X increase in qualified submissions to the platform
"Buildwise put us in front of sponsors who were actually working on live deals. It noticeably improved the quality of our mandate pipeline"
Caroline, Managing Partner, Horizon Capital Markets Group

A Houston-based capital markets advisory team needed a better way to reach sponsors raising debt and structured finance across the Sun Belt. Buildwise deployed a signal-driven LinkedIn + email engine that engaged sponsors only when they entered an active acquisition phase. This timing led to more relevant conversations and a stronger flow of qualified mandates.
Impact :
412 qualified sponsor conversations
24 exclusive mandates won (debt, EQT, Pref/Mezz)
$462M in total deal pipeline unlocked
2.9X improvement in outreach-to-call conversion
“Buildwise automated outreach system generated $35.7M in loans and $554.2K in economic impact in 9 months"

Michael, Managing Partner, ApexBridge Capital

A New York–based CRE lender with $100M AUM needed a scalable way to reach active sponsors. Buildwise deployed a targeted LinkedIn + Email origination signal-based engine aligned to their lending criteria and market focus. The system delivered consistent sponsor engagement and high-intent conversations.
Impact :
715 qualified prospect calls
$35,750,000 in loans originated
$554,250 of total economic impact
24.6X cumulative ROI after 9 months
"We saw an instant lift in active lenders and real borrower inquiries. The signal-based approach made a clear difference"
Gabriel, Co-Founder & COO, CrescentBay

This Miami lending platform needed a scalable way to attract active lenders and qualified borrowers. Buildwise deployed a dual-track, signal-driven outreach engine across Florida and the Southeast, engaging both sides only when they entered live financing cycles. The result: stronger platform liquidity and a higher-intent borrower pipeline.
Impact :
286 conversations with active lenders and borrowers
18 new lenders onboarded (bridge, DSCR, construction)
72 borrower opportunities sourced through deal signals
2.7X increase in qualified submissions to the platform
"Buildwise put us in front of sponsors who were actually working on live deals. It noticeably improved the quality of our mandate pipeline"
Caroline, Managing Partner, Horizon Capital Markets Group

A Houston-based capital markets advisory team needed a better way to reach sponsors raising debt and structured finance across the Sun Belt. Buildwise deployed a signal-driven LinkedIn + email engine that engaged sponsors only when they entered an active acquisition phase. This timing led to more relevant conversations and a stronger flow of qualified mandates.
Impact :
412 qualified sponsor conversations
24 exclusive mandates won (debt, EQT, Pref/Mezz)
$462M in total deal pipeline unlocked
2.9X improvement in outreach-to-call conversion
“Buildwise automated outreach system generated $35.7M in loans and $554.2K in economic impact in 9 months"

Michael, Managing Partner, ApexBridge Capital

A New York–based CRE lender with $100M AUM needed a scalable way to reach active sponsors. Buildwise deployed a targeted LinkedIn + Email origination signal-based engine aligned to their lending criteria and market focus. The system delivered consistent sponsor engagement and high-intent conversations.
Impact :
715 qualified prospect calls
$35,750,000 in loans originated
$554,250 of total economic impact
24.6X cumulative ROI after 9 months
"We saw an instant lift in active lenders and real borrower inquiries. The signal-based approach made a clear difference"
Gabriel, Co-Founder & COO, CrescentBay

This Miami lending platform needed a scalable way to attract active lenders and qualified borrowers. Buildwise deployed a dual-track, signal-driven outreach engine across Florida and the Southeast, engaging both sides only when they entered live financing cycles. The result: stronger platform liquidity and a higher-intent borrower pipeline.
Impact :
286 conversations with active lenders and borrowers
18 new lenders onboarded (bridge, DSCR, construction)
72 borrower opportunities sourced through deal signals
2.7X increase in qualified submissions to the platform
"Buildwise put us in front of sponsors who were actually working on live deals. It noticeably improved the quality of our mandate pipeline"
Caroline, Managing Partner, Horizon Capital Markets Group

A Houston-based capital markets advisory team needed a better way to reach sponsors raising debt and structured finance across the Sun Belt. Buildwise deployed a signal-driven LinkedIn + email engine that engaged sponsors only when they entered an active acquisition phase. This timing led to more relevant conversations and a stronger flow of qualified mandates.
Impact :
412 qualified sponsor conversations
24 exclusive mandates won (debt, EQT, Pref/Mezz)
$462M in total deal pipeline unlocked
2.9X improvement in outreach-to-call conversion
“Buildwise automated outreach system generated $35.7M in loans and $554.2K in economic impact in 9 months"

Michael, Managing Partner, ApexBridge Capital

A New York–based CRE lender with $100M AUM needed a scalable way to reach active sponsors. Buildwise deployed a targeted LinkedIn + Email origination signal-based engine aligned to their lending criteria and market focus. The system delivered consistent sponsor engagement and high-intent conversations.
Impact :
715 qualified prospect calls
$35,750,000 in loans originated
$554,250 of total economic impact
24.6X cumulative ROI after 9 months
"We saw an instant lift in active lenders and real borrower inquiries. The signal-based approach made a clear difference"
Gabriel, Co-Founder & COO, CrescentBay

This Miami lending platform needed a scalable way to attract active lenders and qualified borrowers. Buildwise deployed a dual-track, signal-driven outreach engine across Florida and the Southeast, engaging both sides only when they entered live financing cycles. The result: stronger platform liquidity and a higher-intent borrower pipeline.
Impact :
286 conversations with active lenders and borrowers
18 new lenders onboarded (bridge, DSCR, construction)
72 borrower opportunities sourced through deal signals
2.7X increase in qualified submissions to the platform
"Buildwise put us in front of sponsors who were actually working on live deals. It noticeably improved the quality of our mandate pipeline"
Caroline, Managing Partner, Horizon Capital Markets Group

A Houston-based capital markets advisory team needed a better way to reach sponsors raising debt and structured finance across the Sun Belt. Buildwise deployed a signal-driven LinkedIn + email engine that engaged sponsors only when they entered an active acquisition phase. This timing led to more relevant conversations and a stronger flow of qualified mandates.
Impact :
412 qualified sponsor conversations
24 exclusive mandates won (debt, EQT, Pref/Mezz)
$462M in total deal pipeline unlocked
2.9X improvement in outreach-to-call conversion

DRAG TO EXPLORE

NY-Based CRE Debt Fund

"AI-driven forecasting cut inventory waste by 40% for TrailForge"

TrailForge, a suitcase brand, faced stock issues and inefficiencies. Our AI forecasting optimized inventory and production cycles, helping them save costs and deliver faster.

Impact :

40% increase in qualified active client

3x improvement in outbound response rates

Meetings booked with verified borrowers in core US markets

0 internal BDRs hired

NY-Based CRE Debt Fund

"AI-driven forecasting cut inventory waste by 40% for TrailForge"

TrailForge, a suitcase brand, faced stock issues and inefficiencies. Our AI forecasting optimized inventory and production cycles, helping them save costs and deliver faster.

Impact :

40% increase in qualified active client

3x improvement in outbound response rates

Meetings booked with verified borrowers in core US markets

0 internal BDRs hired

NY-Based CRE Debt Fund

“LinkedIn automation increased our active investor base by 40% in 6 months”

A New York-based private debt fund with over $100M in AUM needed a more reliable way to grow and engage with qualified CRE borrowers. We built and managed a targeted LinkedIn outreach system tailored to their deal criteria, geography, and capital strategy - resulting in a consistent pipeline of investor-ready conversation

Impact :

40% increase in qualified active client

3x improvement in outbound response rates

Meetings booked with verified borrowers in core US markets

0 internal BDRs hired

NY-Based CRE Debt Fund

“LinkedIn automation increased our active investor base by 40% in 6 months”

Impact :

40% increase in qualified active client

3x improvement in outbound response rates

Meetings booked with verified borrowers in core US markets

0 internal BDRs hired

NY-Based CRE Debt Fund

"AI integration helped ScaleByte close 3x more deals in less time"

ScaleByte’s sales team struggled with follow-up delays. Our AI sales assistant automated outreach, lead scoring, and CRM updates—resulting in faster responses and more closed deals.

Impact :

40% increase in qualified active client

3x improvement in outbound response rates

Meetings booked with verified borrowers in core US markets

0 internal BDRs hired

NY-Based CRE Debt Fund

"AI integration helped ScaleByte close 3x more deals in less time"

ScaleByte’s sales team struggled with follow-up delays. Our AI sales assistant automated outreach, lead scoring, and CRM updates—resulting in faster responses and more closed deals.

Impact :

40% increase in qualified active client

3x improvement in outbound response rates

Meetings booked with verified borrowers in core US markets

0 internal BDRs hired

NY-Based CRE Debt Fund

"Automating 50% of operations saved 20% in costs in 2 months"

FinSolve, a financial services firm, was overloaded with repetitive tasks. By automating workflows and integrating data systems, they streamlined operations and significantly reduced overhead.

Impact :

40% increase in qualified active client

3x improvement in outbound response rates

Meetings booked with verified borrowers in core US markets

0 internal BDRs hired

NY-Based CRE Debt Fund

"Automating 50% of operations saved 20% in costs in 2 months"

FinSolve, a financial services firm, was overloaded with repetitive tasks. By automating workflows and integrating data systems, they streamlined operations and significantly reduced overhead.

Impact :

40% increase in qualified active client

3x improvement in outbound response rates

Meetings booked with verified borrowers in core US markets

0 internal BDRs hired

Get in touch

Review plans

Benefits

What Makes Buildwise Different

CRE-native, signal-driven automation built by ex-CRE fund managers who’ve run origination for real lenders and advisors. No BS AI tools, just a system proven to work for growing CRE lenders and Advisors.

Consistent Deal Flow

Signal-driven outreach ensures a steady pipeline of active sponsors - not sporadic inbound or cold lists.

High-Intent GP Targeting

We enrich each sponsor profile with recent deals, asset focus, and capital needs - making every touchpoint relevant.

First-Mover Advantage

Our system triggers outreach the moment a sponsor enters an active deal phase - giving you the earliest shot.

Done-For-You Origination

We handle sourcing, enrichment, signals, and LinkedIn + email automation. Your team only steps in when a sponsor replies.

Scale Without Headcount

Automate research, list-building, and follow-ups - increase deal flow without adding analysts or BD staff.

CRE-Native Outreach

Outreach crafted by CRE experts, tailored to your mandate, and sent from protected
domains to keep your brand safe.

Get in touch

Review plans

Signal-Based Outreach for CRE Lenders and Advisors

A Proven System Built by Capital Allocators

We define your borrower profile around your credit box, not generic B2B criteria

We build a high-quality sponsor database, not just names

We track CRE transactions to know when to reach out

We launch automated multichannel outreach your team controls in real time

We manage the systems - so You Don’t Have To

See How Smart AI Automation Scales CRE Deal Flow

What Makes Buildwise Different

Signal-Based Outreach
for CRE Lenders and Advisors

A Proven System
Built by Capital Allocators

We track CRE transactions
to know when to reach out