Need Help With Starting Or Scaling A Fund?

If you’re trying to raise money for a real estate deal, syndication, or fund, you’ve probably realized it’s not as simple as just having a good project.

… You need to set things up the right way.

… You need to know how to talk to investors.

… And you need a clear plan to get the money raised—without breaking the law.

That’s where Fund Playbook comes in.

I help real estate investors, deal sponsors, and fund managers structure their deals, attract investors, and raise capital confidently.

You don’t need to figure it all out on your own… I’ll guide you through every step.

Who I Help

➡️ Real Estate Sponsors & Syndicators… Structuring deals, navigating Reg D offerings, and implementing capital raising best practices.

➡️ Private Equity Real Estate Funds… Multi-asset fund formation, scaling strategies, and investor outreach frameworks.

➡️ Emerging Fund Managers… Structuring guidance and strategies for tapping into capital sources.

How I Can Help You

I make the complicated parts of raising money simple.

Here’s what we’ll work on together:

✅ Setting Up Your Fund or Syndication… I’ll explain how to structure your deal so investors feel confident—and so you stay within legal guidelines.

✅ Creating a Clear Plan to Raise Capital… We’ll map out who to talk to, how to approach them, and how to avoid common fundraising mistakes.

✅ Telling Your Story to Investors… I’ll help you explain your deal in a way that gets attention—and gets commitments.

✅ Reviewing Your Pitch Deck… Already have a pitch deck? I’ll make sure it’s saying the right things to the right people.

Why Work With Jimmy Atkinson?

I’m Jimmy Atkinson, founder of Fund Playbook. I’ve spent years helping people like you—real estate investors, fund managers, and syndicators—raise millions in capital by setting up their deals the right way and knowing how to attract investors.

Most service providers offer legal documents or coaching programs. I offer something different—and can help you go from zero to fund launch. You need clear advice, a smart plan, and someone who knows how this world works.

• How to set up your first fund, from A to Z.
• Specialized knowledge in Reg D offerings.
• Proven capital raising strategies.
• Trusted by sponsors, fund managers, family offices, and High Net Worth investors.

Schedule Your Free Consultation

Not sure where to start? Or stuck in the middle of a raise?

Let’s hop on a 30-minute call. I’ll answer your questions, point you in the right direction, and show you how to move forward—whether it’s setting up your fund, finding investors, or fixing your pitch.

No cost. No obligation. Just expert guidance tailored to your situation.

Frequently Asked Questions

Who do you typically work with?
Sponsors, fund managers, and syndicators—whether you’re launching your first deal or optimizing an existing platform. I also advise family offices exploring fund formation or Opportunity Zone strategies.

Can you help with legal documents or SEC filings?
I can offer guidance on Reg D I guide you on structuring and compliance strategy but partner with trusted legal and tax professionals for execution.

Do you design pitch decks?
Yes! I offer strategic reviews to ensure your deck resonates with investors. My services are customizable… I can give you feedback on an existing deck, or I can help you complete the entire finished product from start to finish.

Is this only for Opportunity Zone funds?
No—While I’m well known for being the founder of OpportunityZones.com, I advise across all real estate funds and syndications. I do offer specialized expertise in OZ structuring if applicable.

Can you introduce me to investors?
I don’t place capital, but I can guide you on accessing accredited investors, RIAs, and family office networks—and how to present your offering effectively.

How much do your consulting services cost after the free call?
It depends on the scope and complexity of your needs. We’ll discuss potential next steps and engagement options after the initial consultation, but there’s no obligation to move forward. Typically our fees range from $500 per month to $25,000 for one-time white glove service.

About Jimmy Atkinson