I help professionals and brands in the Personal Finance and Wealth Managment design a system to attract clients on autopilot.

Ghostwriter & Content Consultant

Jigsaw Financial Associates Limited

Senior Paraplanner - Wealth Management

Fairstone Group Ltd

- Helping affluent and ambitious individuals and families answer the question "have we done enough to step back without wrecking our finances?". 

- Giving clients peace of mind that they are doing enough.

- Designing road maps to retirement for clients in their 50s and 60s. 

- Implement strategies to give peace of mind about leaving a legacy to family members.

NAVIGATE IFA LIMITED

- Helping affluent and ambitious individuals and famalies answer the question "have we done enough to step back without wrecking our finances?". 

- Giving clients peace of mind that they are doing enough.

- Designing road maps to retirement for clients in their 50s and 60s. 

- Implement strategies to give peace of mind about leaving a legacy to family members.

Fund Analyst & Paraplanner - Wealth Management

- Worked with families struggling with business debt.
- Collaborated in putting together strategies to give families some peace of mind.
- The outcome was reducing the impact of bad loans on the bank's financial stability.

Credit Analyst - Corporate Finance Restructuring

Seven Financial

- Helping affluent and ambitious individuals and families answer the question "have we done enough to step back without wrecking our finances?". 

- Giving clients peace of mind that they are doing enough.

- Designing road maps to retirement for clients in their 50s and 60s.

Maurice Stevenson Ltd (MSL)

Provided a management accounting service.

Reported to monthly board meeting operational financial information.

Management Accountant

Coleman & Co

Financial Accounting - Accountancy Practice

4Beauty Group

Financial Accounting - Consumer Retail

Fair Investment Company

Financial Accounting - Finacial Services

Marketing Executive - Financial Services

I ghostwrite Educational Email Courses for Financial Planners & Wealth Managers. Building on 12 years Technical Paraplanning in Wealth Management.

In 2022 I decided to experiment with blogging.

With no real audience and no experience of writing online, the idea quickly bombed. 

But then I came across Justin Welsh’s article: “5 Rules of a Permissionless life”. 

2 ideas stuck with me:

- I possess knowledge that others would find valuable. 

- I have permission to try something new “building in public”.


In 2023 I started micro-blogging on LinkedIn. 

I realised I could circumvent the traditional path of “selling financial products”. 

And instead build a path centred on personal finacial education as a means to grow an audience that converts into prospective clients.

I decided to put these skills to good use helping:

- Financial Planners
- Financial Advisers 

Looking to build and grow an online presence.

I will help you to write about:

- You 
- Your ideas, and
- Scale these across the internet

You will have the benefit of an "insider" with an informational advantage as you: 
 
-	Build client engagement.
-	Tailored your client-facing content.
-	Free up your time for core activities.
-	Enhancing communication with clients.

DM me “cowrite” to set up an initial call.

Michael Kakuru

Jesse Futia

Writer and Co-Founder @ CRE Digital | Copywriting & social media management for the world's most innovative real estate companies

Creating content on social media is digital leverage for real estate professionals. 

𝗪𝗶𝘁𝗵𝗼𝘂𝘁 𝗶𝘁, 𝘆𝗼𝘂 𝘄𝗼𝗻’𝘁 𝘀𝘂𝗿𝘃𝗶𝘃𝗲 𝘁𝗵𝗲 𝗻𝗲𝘅𝘁 𝗱𝗲𝗰𝗮𝗱𝗲. 

You now have two choices:

1. Create content

2. Be passed by those that do 

My story 👇

Broke college kid turned 7-figure real estate investor and writer. 

I help 7-figure real estate professionals grow their brands and drive qualified leads on LinkedIn. 

--

Hit the 🔔 and follow along each day for free tips.

Ready to grow your brand on LinkedIn to drive more qualified leads?

𝗛𝗶𝘁 𝘁𝗵𝗲 𝗹𝗶𝗻𝗸 𝗶𝗻 𝗺𝘆 𝗳𝗲𝗮𝘁𝘂𝗿𝗲𝗱 𝘀𝗲𝗰𝘁𝗶𝗼𝗻 𝘁𝗼 𝗮𝗽𝗽𝗹𝘆 𝘁𝗼 𝘄𝗼𝗿𝗸 𝘄𝗶𝘁𝗵 𝗺𝗲.

Chief Executive Officer

Helping busy professionals build generational wealth and retire comfortably through passively investing in real estate.

Claude Cowork = AI that actually does your work.

Not chat. Execution.

Here's what it means for Real Estate:

Before Cowork
→ Tell AI what you need
→ Copy the output
→ Paste into your files
→ Repeat 50 times

With Cowork
→ "Organize these 847 investor contacts by likelihood to invest"
→ AI accesses your files directly
→ Work completes while you sleep
→ Wake up to finished results

3 workflows we're running for clients:

1. Deal Package Assembly
Input: Scattered files across folders
Output: Investor-ready package with TOC
Time: 3 hours → 8 minutes

2. LP Database Cleanup
Input: Messy spreadsheet with duplicates
Output: Clean, scored, prioritized list
Time: 2 days → 45 minutes

3. Quarterly Reports
Input: Performance data + LP holdings
Output: Custom report for each investor
Time: Full week → overnight

The difference:

Traditional: You're the operator
Cowork: AI is the operator, you're the strategist

Real example:
→ 40 market research reports
→ "Synthesize into investment summary"
→ Complete analysis delivered by morning
→ Would've cost $10K from consultant

You can either:
→ Manually organize files this weekend
→ Let AI do it while you're at dinner
—
Comment below any thoughts.

Systems and Operations Expert for CRE Professionals | $50M+ Raised | 60+ Operators | Co-Founder @ CRE Digital

A $20/month AI tool just turned the real estate industry upside down. 

Claude Opus 4.6 dropped last week. Nobody in CRE is talking about it.

Here's what changed:

1. 1M Token Context Window
Upload every OM, financial model, LP deck, and market comp into one conversation. Ask it anything. It cross-references all of it instantly.

LP question at 9pm? Answered in 30 seconds from your actual docs.

2. Agent Teams
Multiple AI agents working in parallel. One researches. One writes. One analyzes. They coordinate and deliver a finished product.

3 interns at the speed of light. $20/month.

3. Adaptive Thinking
Quick email? Fast. 40-property portfolio analysis? Goes deep automatically. No more babysitting prompts.

This isn't a minor update. This is a step function.

Real estate investors who figure out these tools now will have a 12-month head start on everyone who waits.

AI doesn't replace your expertise. It removes the bottleneck between what you know and what you can execute.

AI just gave real estate investors a 1 million word memory.

That's not a typo.

One conversation. One million words of context.

Here's what that means for your capital raise.

Upload every OM, every financial model, every LP email, and every market report into a single AI conversation.

Then ask it anything.

"What objections came up most across my last 50 LP calls?" Answered in 30 seconds.

"Build a custom pitch for an LP who invests in Phoenix multifamily with $2M liquid." Done in 2 minutes.

"Compare my last 3 deals side by side and write the investor update." Done before your coffee gets cold.

Before this update, AI held 150,000 words. Enough for a few documents. Not enough for a real operation.

Now it holds your entire deal room. Every data point. All cross-referenced instantly.

And the second shift is even bigger.

AI doesn't just answer questions anymore. It executes. Builds documents. Runs research. Multiple agents working in parallel on different tasks.

We went from "AI helps you think" to "AI does the job."

→ LP research: 4 hours → 12 minutes
→ Quarterly updates: all weekend → 15 minutes
→ Outreach personalization: impossible at scale → fully automated

Most real estate investors have no idea this happened.

DM me "update" and I'll show you how to set this up for your raise.

Systems and Operations Expert for CRE Professionals | $30M+ Raised | 60+ Operators | Co-Founder @ CRE Digital

I run a marketing agency. Here's why I'm telling you the truth about AI.

Most agencies won't tell you this. I will — because it's how we stay ahead.

An AI tool now does in 11 minutes what used to take a full team a week.

I know because I built the systems that proved it.

Here's what AI replaces tomorrow:

1. Social media content
One voice memo → 5 LinkedIn posts, a newsletter intro, and 3 email subject lines. Written in your voice. Not a template.

2. Investor outreach emails
Paste 10 LP profiles. Get 10 custom first-touch emails referencing their actual portfolio, recent deals, and investment thesis.

3. Market research briefs
Ask for a multifamily market update in Phoenix. Get a full brief with data, comps, and talking points in 4 minutes.

4. Quarterly investor updates
Upload your financials and property report. Full draft in 90 seconds. Your voice. Real numbers.

5. CRM follow-ups
Upload your contact list. AI scores every investor by engagement and writes a personalized follow-up for each one.

Here's what AI does NOT replace:

→ Relationships
→ Judgment on which deals to pursue
→ The handshake at closing
→ Trust built over years

The agencies that win are the ones building these tools into their clients' workflows. That's what we do at CRE Digital.

What's the first thing you'd automate? Drop it below.

6 months ago I was burning out running a marketing agency with 8 clients.

Working 70-hour weeks. Writing every post manually. Sending every email one by one. Building every report from scratch.

I loved the work. I hated the ceiling.

Then I went all-in on Claude AI. Not as a gimmick. As infrastructure.

Here's what changed:

Month 1: Replaced my content writing process. 5 posts per client went from 6 hours to 45 minutes.

Month 2: Built an AI outreach system. Personalized investor emails at scale. My clients' response rates doubled.

Month 3: Automated investor updates, meeting prep, and CRM scoring. Freed up 20+ hours per week.

Month 4: Started using those 20 hours to actually grow the business instead of just running it.

Month 5: Built custom AI skills for each client's specific workflow. Stuff that used to take a week now takes an afternoon.

Today: Same team. Fraction of the hours. Grossly more efficient at everything we do.

I didn't get lucky. I didn't find a shortcut. I rebuilt every system in my business around AI.

The tools are available to everyone. The gap is who's willing to rebuild their process from scratch.

Most business owners are still trading time for output. AI lets you buy back your time.

What's one process in your business that's eating all your hours? Tell me below and I'll tell you exactly how to automate it.

Here's how CRE guys are using Opus 4.6 to raise capital faster.

3 workflows. All running right now.

LP Database Scoring Upload: Full CRM export, past investments, engagement data Prompt: "Score each LP 0-100 by investment likelihood. Top 50 with reasons." 

Result: Prioritized outreach list in minutes 
Edge: Stop guessing, start targeting

Personalized Outreach at Scale Upload: Deal summary, LP segments, past successful emails Prompt: 

"Create 3 campaigns: past investors, warm prospects, cold. Personalize each." 

Result: 300+ ready-to-send emails 
Edge: 2 weeks → 1 hour

Investor Update Automation Upload: Performance data, market updates, each LP's holdings Prompt: 

"Create quarterly updates for each LP. Reference their specific properties." 

Result: 100+ custom updates 
Edge: Full week → one afternoon

The math:
Traditional: Contact 20 LPs per campaign With Opus 4.6: Contact 200 LPs with personalization 10x output, same effort

The cost: $20/month 
The edge: Most syndicators won't know about this for 6 months
Pick one workflow. Set it up this week.
—
Which one will you start with? Comment below.

A real estate investor told me last week he's "waiting to see how AI plays out."

He's raising his third fund. Manually. The same way he raised the first two.

Cold calls. Personal emails. Conference handshakes. One LP at a time.

His competitor down the street just raised $8M in 60 days.

Same market. Same asset class. Smaller track record.

The difference wasn't the deal. It was the system.

His competitor had:

→ 2,000 qualified LP prospects loaded into sequences
→ Personalized outreach hitting inboxes at 6am every Tuesday
→ A 52-week nurture drip educating cold leads into warm investors
→ AI-generated quarterly updates keeping 340 existing LPs engaged
→ Content publishing 5x/week positioning him as the market authority

The "wait and see" investor is still sending the same pitch deck to 40 people.

This isn't about early adoption anymore. We're past that.

This is about whether you're building a capital raising machine or running a capital raising hobby.

The investors who built systems 12 months ago are on their second and third raise. The ones who waited are still grinding through their first.

The gap isn't closing. It's accelerating.

Which side do you want to be on in 12 months? Drop "machine" and I'll show you where to start.

$89/month. 4 tools. 500 LP touches per month on autopilot.

Most real estate investors reach 10-15 LPs per week manually.

One email at a time.
One follow-up at a time.
One "let me circle back" at a time.

That math doesn't work when you're trying to raise $5M+.

Here's the stack running right now for our clients.

Apollo scrapes LinkedIn for accredited investors matching your criteria. 2,000 prospects in 20 minutes. $49/month.

An AI writing layer analyzes each prospect and writes a personalized first-touch email. Not a template with a name swapped in. A real message referencing their actual portfolio. $20/month.

A sequencing engine runs a 5-touch drip over 21 days. Each follow-up adapts based on opens, clicks, and replies. Built into Apollo.

Publer schedules LinkedIn content that warms up prospects before the cold email hits. They see your name before you're in their inbox. $12/month.

Old way: VA + agency + CRM = $4-8K/month.
New way: $89/month. Same output. Better personalization.

The investors raising the most capital right now aren't working harder.

They built a system and let it run.

DM me if you want to build this in your company.

Your deal is not why LPs aren't investing.

I've seen syndicators with incredible deals — 18% IRR, strong markets, proven operators — struggle to fill a raise.

Then I've seen mediocre deals close in 3 weeks.

The difference is never the deal. It's the system behind the deal.

The guys closing fast have:

→ 500+ warm LP contacts getting weekly value
→ Personalized outreach based on each investor's portfolio
→ Automated nurture sequences running 52 weeks a year
→ Objection responses pre-built before the first call
→ Follow-up triggers based on email opens and clicks

The guys struggling have a great pitch deck and a spreadsheet of 40 contacts they email manually.

One is a machine. The other is hope.

I've helped 60+ syndicators build the machine version. The pattern is always the same.

Before: 6 months to raise $3M with constant manual hustle.
After: 8 weeks to raise $5M with systems doing 80% of the work.

The deal gets investors interested. The system gets them across the finish line.

If your pipeline is slow, don't change the deal. Change the infrastructure around it.

Which part of your raise is still manual? Drop it below — I'll tell you how to automate it.

I recorded a 10-minute voice memo on my phone last Tuesday.

It turned into 2 weeks of content.

Not edited transcripts.
Not rough drafts.
Polished, ready-to-post content in my exact voice.

Here's the workflow:

→ Record while driving
→ Upload the transcript to Claude
→ Get 5 LinkedIn posts, a newsletter intro, and 3 email subject lines

Total time from voice memo to finished content: 14 minutes.

The recording was about a deal we just closed. One story. One experience. One conversation with myself in the car.

Claude pulled out the insights, structured them into frameworks, and matched my writing style.

Most real estate investors think content takes hours.

It doesn't.

It takes one voice memo and the right system.

DM me if you want to build this in your company.

I scored 847 investor contacts by likelihood to convert in 11 minutes yesterday.

No CRM. No analyst. No $50K data platform.

I uploaded a CSV of investor contacts into Claude. Asked it to score each one based on:

→ Investment history alignment with my current deal
→ Recency of last communication
→ Portfolio size relative to my minimum check size
→ Geographic preference match
→ LP vs GP status

11 minutes later I had a ranked list with:

— Tier 1: 43 investors (highest probability of committing)
— Tier 2: 127 investors (warm, need nurturing sequence)
— Tier 3: 677 investors (long-term pipeline, not ready yet)

Each one had a personalized follow-up email already drafted.

The old way: hire a $75K/year analyst, wait 2 weeks, get a spreadsheet with color coding.

The new way: one AI tool, 11 minutes, better output.

I'm not saying fire your team. I'm saying your team should be using this tool yesterday.

The investors who adopt AI for their capital raising pipeline will close faster than the ones still doing it manually.

What part of your investor pipeline would you automate first?

5 AI workflows that save me 20+ hours per week. None of them existed 12 months ago.

I tested over 40 AI tools in the last year. Most were garbage. These 5 changed how I run my business:

1. Content from voice memos → 3 hours saved/week
Record a 3-minute voice note on my phone. Claude turns it into 5 LinkedIn posts, a newsletter section, and 3 email subject lines. All in my voice.

2. Investor email personalization → 5 hours saved/week
Upload 20 investor profiles. Get 20 custom emails referencing their actual portfolio, deal preferences, and recent activity. Not mail merge. Real personalization.

3. Meeting prep briefs → 2 hours saved/week
Feed it the prospect's LinkedIn, company website, and recent news. Get a full briefing doc with talking points, potential objections, and deal angles. In 4 minutes.

4. Quarterly LP updates → 4 hours saved/week
Upload financials + property report. Full investor update drafted in 90 seconds. My voice, real numbers, professional formatting.

5. CRM scoring and follow-ups → 6 hours saved/week
Upload contact export. AI scores every contact by conversion likelihood and writes personalized follow-ups. What took my team 2 weeks now takes 11 minutes.

No code. No extra hires. No complex setup.

The gap between people using these tools and people ignoring them gets wider every week.

Which workflow would save you the most time? Drop the number.

Claude Opus 4.6 just dropped and we're already using it for client capital raises.

The breakthrough: 1 million token context window.

That means uploading 200+ investor profiles + your entire deal history in one session.

We're deploying this for clients now:

Multifamily Syndicators: Upload full LP pipeline, get scored contacts and personalized emails

(What took weeks → under an hour)

Industrial Developers: Complete investment memos with comp analysis

(What took days with analysts → finished in one session)

Fund Managers: Customized quarterly updates for entire LP base

(What took a full week → done in an afternoon)

Opus 4.6 + Cowork = Agent teams working in parallel while you sleep.

The numbers:
→ 76% on complex reasoning (vs 18.5% previous models)
→ #1 Finance Agent benchmark
→ Beats GPT-5.2 by 144 points

This launched 48 hours ago.

Your competition doesn't know yet.

The syndicators moving now are creating a lead.

Claude just released Cowork and it's about to change CRE operations.

Yesterday, Anthropic launched a feature that moves AI from "answering questions" to "executing work."

What Cowork Does:
- Accesses files on your computer (you control permissions)
- Creates and executes multi-step plans
- Works autonomously while you're away
- Delivers finished outputs (not just advice)

CRE Applications:

1. Deal Analysis at Scale
Before: Manually review 40 properties → 6 hours
Now: Point Cowork at your deal folder → 45 minutes
Result: Ranked comp tables, cash flow models, risk summaries

2. Investor Update Automation
Before: Pull data from 5 sources, format → 3 hours
Now: "Create Q4 update from these files" → 20 minutes

3. Lender Package Assembly
Before: Gather docs, rename, summarize → Half a day
Now: "Organize XYZ financing package" → 30 minutes

The Reality:
- Mac only (Windows mid-2026)
- $20-200/month subscription
- Data stays local (never leaves your computer)

Why This Matters:

Syndicators using AI in early 2026 will have a 6-12 month advantage.

Cowork is the difference between managing 2 deals vs 10.

Most CRE pros will hear about this in 6 months.
You're hearing about it today.

Comment below your questions.

AI can now analyze a 200-page OM in under 90 seconds.

That used to take your analyst an entire weekend.

The firms using this aren't smarter. They just see more deals faster.

Speed is the new edge in CRE.

Most CRE investors use AI to write emails.

The smart ones use it to underwrite 10 deals before breakfast.

Same tool. Completely different ROI.

It's not about having AI. It's about knowing where to point it.

A syndicator told me he uses AI to write his LP updates now.

Not to replace his voice. To draft the first version in 3 minutes instead of 3 hours.

He reinvests that time into actual LP conversations.

That's the play.

AI just moved off the browser and onto your desktop. Most people missed it.

This changes everything about how real estate investors work.

Anthropic launched Cowork — an AI agent that sits on your computer and works directly with your files, folders, and workflow.

Not a chat window. Not another tab. An agent that lives where you work.

What this looks like:

→ Drop a stack of deal PDFs on your desktop. Claude reads all of them and builds a comparison summary.

→ Ask it to draft 50 personalized LP emails from your CRM export. It writes them. Saves the file.

→ Give it your quarterly numbers and email template. Fills every field. Formats the newsletter. Done.

No switching tabs. No copy-pasting. No prompt engineering.

Then there's AI Skills. Custom instructions that tell Claude exactly how you operate — your voice, your process, your templates. It runs that playbook on repeat.

We're moving from "AI as a tool you visit" to "AI as a team member that shows up to work every morning."

The real estate investors building these systems now won't need to hire for half the roles they're planning next year.

AI won't replace real estate investors.

But investors using AI will replace those who don't.

The gap is already showing up in deal flow, raise speed, and LP retention.

12 months from now it won't be close.

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Jesse Futia

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