Launch Your Capital-Raising Business
The Ultimate Syndicator Starter Kit
We provide you with the essential tools, guidance, and legally compliant marketing materials
to confidently raise capital for high-quality deals.
Why The Ultimate Syndication Starter Kit?
Are you tired of the sidelines? Do you dream of building your own syndication company and securing high-quality deals for your investors?
The Ultimate Syndicator Starter Kit is your fast-track to success. This exclusive package equips you with everything you need to launch your syndication business with confidence, attract top-tier investors, and close deals that generate wealth.
We provide you with the tools, resources, and proven guidance to navigate the journey with confidence.
Attract Investors. Close Deals. Win Big.
The Ultimate Syndicator Starter Kit streamlines your operations, so you can secure funding and close deals faster with our proven toolkit.
Attract Top Investors
with a polished brand and compelling deal presentations.
Close Deals Faster
with a proven action plan and streamlined operations.
Minimize Legal Risk
with attorney-approved templates and consultations.
✓ Deal One-Pager
✓ 15-Page Asset Specific Pitch Deck including Disclaimers
✓ 5-Page Legally Compliant Website with Opt-In & Investor Questionnaire
✓ Attorney-Approved 6-Part Email Series to Intro Syndication Business and Upcoming Deals
✓ 90-Minute 1:1 Legal Consultation with Mauricio Rauld
✓ 90-Minute 1:1 Operations Audit with Staci Gray
✓ First 90-Day Action Plan (Playbooks & People to Raise Capital and Do Deals)
One-Pager Design
to potential investors.
15-Page Pitch Deck
Website Design
6-Part Email Series
1:1 Consultations
90-Day Action Plan
What Others Are Saying …
Jarrid Cavanaugh
Founder, Affinity Asset Group
“In the first 6 months of starting my syndication business I raised no money and had zero properties under contract. Four months after partnering with OTS, I’ve raised $2.1M with $5M in AUM and I have fully deployed systems and teams to grow even bigger in the next year! I can’t recommend OTS enough."
Jeremy Melancon
Founder, Capital Cashflow Partners
As our company started to attract new clients, our processes that worked well before started to constrain growth, so we turned to Staci for help. I would recommend Organize to Scale to any syndicator looking for a professional team to help them build a scalable, mission driven business.
Ben Dickey
Founder, BMD Invest
I think Organized to Scale – specifically their 3 day break out session – is one of the best business investments I have made to date. They have helped me clarify an implementation plan for parts of my business that used to stress me out. I would highly recommend anyone looking to grow their business or struggling with implementing a new idea to block time with Staci and her team! They are world class listeners who bring countless years of experience and principles to help you go faster!
Felecia Froe
Founder, Money With Mission
Prior to working with Organize To Scale™ a lot of my business was stuck in my head ... and now I've been able to move forward and execute. Staci helped me find my #1 person and now quick conversations with Yolanda I know what I want to get done will get done.
David Kafka
Founder, Caribbean Capital Group & REMAX 1st Choice Belize
Since I chose OTS, it has totally propelled my confidence and me getting my "shitaky" done ... (like Darren Hardy says). I'm consistently getting my content out. So, thank you for that!
Russell Gray
Co-Host of The Real Estate Guys Radio Show
It’s said most small businesses fail in the first five years. It’s not because they don’t have customers, sales or profits. It’s because they aren’t organized to scale. They grow until the owner is consumed and both fail. It’s tragic. I know because it’s happened to me. Staci’s concepts and teams create liberating, productive structure around my chaotic vision and drive. I can’t imagine being in business without Organize to Scale … and probably wouldn’t be. If you want to own your business instead of the other way around, OTS should be your first call.
Stephanie Riley
CEO, Equity Strategies Team
Organize to Scale has a unique way of drawing your vision out and turning it into an executable game plan. Even more, Staci’s business savvy offers you practical ideas and tools to make your business bigger and better than you may have imagined on your own. I highly recommend the 3-day planning session if you’re serious about going beyond sales and actually owning a real business.
Staci Gray
Founder and CEOI envision a world where mission-driven leaders are no longer trapped by operational chaos - instead they’re empowered to grow their businesses, fuel the economy, and impact real-people on a human level. That’s what we do … supporting entrepreneurs one business at a time.