Sector fit
The family office has confirmed interest in your asset class and your markets.
We book qualified meetings with family offices that already invest in your asset class, your market and your check size. For raises of $5M to $100M under Reg D.
Summit Intros introduces commercial real estate developers and operators to family offices that already fund projects like theirs. Introductions only. No terms, no custody of funds, no share of your raise.
Industrial, multifamily, mixed-use, data centers, net lease. If you have delivered full-cycle projects and your next capital stack has a gap, we put you across the table from the family offices that fill it.
We don’t raise your capital. We don’t discuss terms. We never touch money. We put you in a room with a family office that already writes checks your size into projects like yours, and then we step out.
A call that misses any one of the five does not count as a qualified meeting.
The family office has confirmed interest in your asset class and your markets.
Capital allocated to real estate, verified between $500K and $10M+ per deal.
Their typical check clears your minimum LP commitment.
A principal or CIO on the call. Not a junior analyst taking notes.
Each side receives a written brief on the other before the call.
A partner reviews your track record, your raise and your timeline.
Family offices matched on asset class, market, check size and recent activity.
Warm introductions, each with a written brief, on your calendar.

Placement agents run many deals at once from the same standing list. We run one developer per lane, with a list built for that project alone.
| Term | Placement agent | Summit Intros |
|---|---|---|
| Exclusivity | Commonly a 6 to 12 month lockup | 120-day engagement. No lockup on your raise. |
| Visibility | You rarely see who they contacted | Every office contacted, every reply, in your pipeline view |
| Your priority | One deal among many on the desk | The only operator we run in your asset class and market |
| Who they reach | Their standing list, sent the same deck | A private list built for your deal, sector and check size |
| Terms and money | Involved in the raise itself | Never. You run diligence and terms directly. |
Each point is a Form D filer. The bright nodes are family offices. The arcs are the meetings we book for a single developer, matched to mandate, market and check size.
We will not pitch two competing developers to the same family office. Once a lane is held, it stays held for the cohort.
Cohort 01 is in review. Applications are read in the order received, and every developer who meets the Standard hears back from a partner directly.
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