












Not blank software. Professionally written content, design, and structured system already in place — so you’re credible immediately.

Clear pipelines designed specifically for investor and broker conversations — so next steps are obvious and nothing slips through the cracks.

Use it as-is on day one, then refine messaging, workflows, and branding over time — without changing platforms as your business expands. Works whether you’re raising for your first deal or managing an established portfolio.

A complete investor website + follow-up system ready to use — not a blank platform.

Designed so investor inquiries move forward instead of stalling.

Pipelines and messaging structured around how capital raising actually works.












($3,000+ value)
Professional design options — start building credbility the same day you sign up
Professionally written, compliance-aware investor content that educates investors and motivates them to contact you
Designed to capture investors' contact information so you can start building the relationship
Mobile-responsive and lighting fast web hosting included

($176.99/mo value)
Integrated CRM with Investor Pipeline so follow-up doesn't rely on memory
Visual deal flow management - easily see what each potential investor is in the process
Full communication history at your fingertips
Automated task reminders so you know who to follow up with next

($1,200+ value)
Email, Phone & Text Message (SMS) Automation Suite - manage all communication with investors in one place, which means less time searching for lost messages
Dozens of pre-written, syndication-specific messages - saving you hours of writing
Behavior-triggered follow-ups so each potential investor gets the right follow up at the right time
Open and click tracking so you know exactly what's working
Ability to send newsletters and other messages to large groups at once

($25/mo value)
Let investors sign documents online - if you make it easy, they're more likely to do it
Eliminates the need for third-party document-signing services

($149/mo value)
Post to multiple social media platforms from one dashboard, saving time and hassle
Schedule posts in advance - save time by doing as many as you want at a time and they'll get posted at whatever day and time you choose. Schedule an entire week or month at once so you can focus on other parts of your business.

($60/mo value)
Potential investors can schedule a time that works for them and anyone on your team.
Automatically set up a meeting in Zoom or Google meet, or connect by phone.
Automatic reminders and calendar sync

($1,600+ value)
Capture investors' contact information by providing valuable content
Ready-to-go automated follow-up messages





*Plus usage (emails, SMS, phone, AI, etc.)
7-Day Free Trial — full access
Cancel Anytime During the Trial and pay nothing
No Contracts — If you decide it's not for you or your needs change, you can cancel anytime.
QuickStart Training — guided setup and best practices
Real Human Email Support
Free Weekly Live Group Tech Call
1,000 contacts (CRM database)
Email/Phone/Texting (Pay as you go)
Workflow automation
Reputation management
Forms
Web chat
Email newsletter / Marketing tool
Calendar
Blog Tool
Quick Start Onboarding
Lead magnet
Landing pages
Pipeline management
Surveys
Social Media Planner
Tracking & analytics
Document Signing
Syndication Training Library
Syndication Success Blueprint
Communities
Courses / Products / Memberships
Affiliate Program
Invoicing
# 1 design option for apartment syndication,
1 design option for mobile home park syndication,
1 design option for self-storage syndication,
1 design option for owner-operators
Unlimited contacts (CRM database)
Email/Phone/Texting ($20/mo credit)
($10 credit = 180 outbound / 295 inbound calls or 315 text segments, or 2500 emails, or any combination)
Workflow automation
Reputation management
Forms
Web chat
Email newsletter / Marketing tool
Calendar
Blog Tool
Quick Start Onboarding
Lead magnet
Landing pages
Pipeline management
Surveys
Social Media Planner
Tracking & analytics
Document Signing
Syndication Training Library
Syndication Success Blueprint
Communities
Courses / Products / Memberships
Affiliate Program
Invoicing
Unlimited contacts (CRM database)
Email/Phone/Texting ($50/mo credit)
($10 credit = 180 outbound / 295 inbound calls or 315 text segments, or 2500 emails, or any combination)
Workflow automation
Reputation mgmt
Forms
Web chat
Email newsletter / marketing tool
Calendar
Blog Tool
Quick Start Onboarding
Lead magnet
Landing pages
Pipeline management
Surveys
Social Media Planner
Tracking & analytics
Document Signing
Syndication Training Library
Syndication Success Blueprint
Communities
Courses / Products / Memberships
Affiliate Program
Invoicing
In many cases, you can have things up the same day if you follow the QuickStart tutorials.
If you need our help connecting your domain, allow three business days from the time we receive access to your domain.
What you’re getting is the result of years of development, refined into a system that can be launched quickly, without cutting corners.
That’s no problem. You can sign up now and enter those details whenever you’re ready. Or you can change them at any time.
Whew... where do we start?
Lead tagging & segmentation; Activity tracking; Custom fields; Visual sales pipeline; Custom pipelines; Automated follow-ups; Drip email campaigns; Voicemail drops; Workflow automation; Form & survey builder; 2-way text, call & email; Integrated phone dialer; Web chat widget; AI Chatbot & automated responses; Integrated scheduling; Calendar syncing; Automated reminders; Lead source tracking; Email & SMS Performance reports; Sales funnel insights; Social media scheduler; Reputation management; Zapier integration; Custom workflows; API Access; Secure cloud-based storage; user permissions & roles;
Want to know something more specific?
Send us a message.
Lots. Hundreds of dollars per month worth of services.
For example: ActiveCampaign/Hubspot, Zapier, Calendly, ClickFunnels, Hootsuite, Docusign, Slydial/DropCowboy, and many others.

DOMAINS - Your domain name is not included because that benefits you. Your domain is part of your brand and you should own it. You don’t want your domain name to be owned by a service provider. But you can purchase a domain name from us, if needed. Other options: You can use your existing domain name (if you have one) or register one through a site like GoDaddy. If you don’t have one yet, no problem! You can add it to your site at any time.
EMAIL - We don’t offer a typical email account. If what you need is a business email address to communicate with prospects, we provide that. What’s the difference? Email addresses you use within our system can exchange emails with your contacts, and you can see message history, but you don’t have folders and other things typical to the email experience. The interface is designed as a CRM experience rather than email experience. We generally recommend using another service such as Google Workspace for creating email accounts so you have the full email features available. You can set up 2-way sync so that messages sent through your AIP CRM show up in your email and vice versa.
Yes, there can be, depending on what you use.
Sending and receiving emails, phone calls, and text messages, using AI features, and a few other items have an additional cost for us, so we pass on those costs to you. Some services "include" a certain amount of these things by charging you higher monthly fees, whether you use them or not. We just let you pay based on what you actually use.
Pricing for Additional Services:
Emails: $0.0007/email ($10 = 14,285 emails)
Phone: $0.0154/min outbound ($10 = 649 minutes), 0.0094/min inbound ($10 = 1,063 minutes)
Text: $0.0091/segment (a segment is 160 characters) ($10 = 1,100 text message segments)
Phone Number: Varies, based on the type of number. Phone carriers also require you to go through a verification process (to cut down on spam calls/texts), which has an additional cost. We don't control those costs, and you'll face those with any service you use.
Premium Triggers & Actions for Automations $0.011/execution ($10 = 910 workflow premium actions)
Email verification 0.0028/email verification. ($10 = 3,570 email verifications)
Content AI $0.099/1,000 words and 0.066/image ($10 = 101,010 words or 150 images)
Workflow - External AI Models $0.033/GPT 4 and 4o execution ($10 = 305 GPT 4 and 4o execution) - newer models may be a little more
Conversation and Voice AI $0.022/message ($10 = about 455 messages)
WhatsApp Usage $0.0814/WhatsApp conversation ($10 = 125 WhatsApp conversations)
Reviews AI $0.011/review response ($10 = 910 review responses)
Domain Purchase - varies by type of domain
Funnel AI $1.089/funnel AI ($10 = 10 funnel AI)
Agent Studio $0.275/750,000 words ($10 = 27,272,725 Words)
You’re free to cancel at any time. You can export your contacts. Your account will be deactivated. If you want to move to a different service, you own your domain name (you savvy businessperson, you) so you can take it with you.
The website content, email content, web design and lead magnet provided by AIP is protected by copyright and cannot be used outside of AIP service. Any custom designs, emails or other content you create can be taken with you.
Yes, we can help move contacts you have in a different CRM, copy/recreate your website, or re-create automations you have. However, generally there will be an additional, one-time charge for us to do the work. Feel free to contact us if you have specific questions or would like a quote.
No. Usually when people mention an investor portal, they’re referring to a site your investors can log into to see or manage their investments, and possibly even transfer money. We don’t offer that type of functionality. Investor portals are to manage the relationship and funds once your prospects become investors. AIP service is the front end, the marketing that helps turn them into an investor.
You can certainly use our platform to communicate with investors (either one-on-one or in bulk, like through a newsletter), and you can even use it to have them sign documents. But it’s not designed to manage the actual investments.
Our platform can be integrated with investor portal/management services.
There are options available for owner-operators, self-storage syndication, and mobile home park syndication. We offer website design and content for each of these purposes, and you can use our platform and tools. However, we don’t provide a lead magnet or pre-written automated emails for these. But you have the tools and can create whatever you need.
You'll set up a dedicated phone number to use with our platform so that all calls and texts are managed in one place. You can send and receive calls or texts from your web browser, or through the app. You also have the ability to forward calls to your personal number. Texts can also be sent through automations, or you can even use AI to respond if you want.
There is an additional cost to get a phone number. There is also a verification process that is required by phone carriers to try to cut down on the number of spam calls and texts. We don't control this process but we can guide you through it. It's generally a one-time process.
If you have another question that’s not covered here, get in touch! You can schedule a call here or call or text us at (844) 795-4247.
Copyright Serve Sense, LLC. All Rights Reserved.
Every deal they find, the capital is lined up and waiting for them!
Know one of those people?
I do. I know lots.
Why’s it so easy for them? Why do they have capital knocking at the door, while the rest are hustling day and night and can’t seem to get ahead?
I found out what those successful syndicators did that made their capital raising appear so effortless…
I found that multifamily investors basically fall into 3 categories:
They have no website. They’re trying to rely entirely on meeting people in person and manually building a relationship with each individual.
Not only is this incredibly slow, time consuming and labor intensive, but it also makes things harder than necessary.
For example, one syndicator was hoping to score an off-market deal through Facebook. Look at the response they got:


What would be a logical explanation for a company who is capable of closing on a million dollar deal to not have a website?
It raises serious questions in the minds of potential investors and brokers.
The DIY’er recognizes how important it is to have a website, but they think, ‘How hard could it be? I can do that myself!’
There are 2 main problems with this approach.
A. It eats up so much of your time and energy. One investor said it took him ten months to build his website. You’re either going to focus on the website and let the more critical parts of your business fall through the cracks, or you’re going to focus on the business and put the website on the back burner.
B. Often DIY looks like DIY. A do-it-yourself website may not look professional enough to get investors and brokers to take you seriously.
Some hire freelancers on sites like Fiverr or Upwork to build things for them.
People who have no clue what multifamily investing is.
Others hire big marketing agencies for tens of thousands of dollars, only to find that it’s still going to take a lot of their time, or they end up with a website that’s pretty but not effective.
Here’s what one investor told me:




