New deal note to existing investors
Tell investors you already know about a new offering, with 506(b) caution built in.
Last tested 2026-10-19 Its example inputs were run through Claude Haiku 5.5, and an AI judge (Jev) scored the reply 82/100 for following the rules and doing the task.
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Example output
I wrote this by hand on 2026-10-19 from the made-up inputs below, to show what a good result looks like. Your results will vary, so read every draft before you use it.
Example inputs
- Deal facts: Ridge Rd, 48 units in Tulsa, $4.2M. Assumable 3.9% loan. Plan to renovate 20 units over 3 years. Projected 5-year IRR 15%.
- Offering type and how investors get materials: 506(b); PPM available on request to existing relationships
Subject: A new deal: 48 units in Tulsa
Hi [Name],
Since you've invested with us before, I wanted you to hear about this one directly.
We're under contract to buy Ridge Rd, a 48-unit apartment community in Tulsa, for $4.2M. We'd assume the existing loan at 3.9% and renovate 20 units over three years.
Our model projects a 15% five-year IRR. That's a projection, not a promise, and the actual result could be lower or a loss.
If you'd like the private placement memorandum, which has the full terms and risks, reply and I'll send it.
[Name]
Reminder for you (delete before sending): in a 506(b) offering, send this only to people you have a pre-existing, substantive relationship with, and don't post it publicly.AI drafts can be wrong. Check every fact, name, and number before you send anything. Free: build prompts with no limit and 5 AI runs a day. A paid plan: 100 runs a day, 1,000 checks a day, batch runs for 50 contacts.
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