AI workflows for CRE investor relations
Investor updates, capital calls, and distribution notices with securities caution.
Paste your investor update. We flag risky return claims.
Words like "guaranteed" or "risk-free" next to returns draw scrutiny. Paste an update or deck excerpt and see what gets flagged. 10 free checks a day. Not legal advice.
Paste your text and click Check it. The rule packs for your job are already picked.
Not legal advice, and no attorney relationship. This flags possible issues using a fixed list of patterns. It can miss problems and flag things that are fine. You're responsible for what you publish, so check your brokerage, company, and state rules. The pattern check runs in your browser. If you use the AI second opinion, your text is sent through our server to TypeSafe, which may log or retain it under its policies. With Pro, a log entry (time, first 280 characters, findings) is saved to your compliance log. Don't paste confidential or personal information you aren't allowed to share.
Fill in a short form and click Run it here to get the draft on the page (5 free runs a day). You can also open the prompt in ChatGPT, Claude, or Grok. Save your profile and the forms fill themselves in.
Quarterly investor update letter
A clear quarterly update to LPs: what happened, the numbers, and what's next.
Capital call notice draft
Draft a capital call notice from the amount, purpose, and your operating agreement terms.
Distribution notice
Tell investors about a distribution: amount, date, and what it's from.
New deal note to existing investors
Tell investors you already know about a new offering, with 506(b) caution built in.
Reply to a tough investor question
Answer an LP's hard question directly, without spin or promises.
Investor FAQ for a deal
Turn your deal notes into a short FAQ investors can read before a call.
Want saved templates and new workflows every week? See BotMyJob Pro for CRE investor relations. Sell a tool CRE investor relations use? Sponsor this role.
One new workflow a week
One workflow in your inbox each week. Nothing else.
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