THE IAS OPERATOR IN PRACTICE

Sample Weekly Operating Report

Investor activity. Clear responsibilities. Sponsor decisions.

Offering: Demonstration CRE offering
Reporting period: Example week
Prepared for: Sponsor leadership and offering team

01 · PIPELINE VISIBILITY

Pipeline stage review

Each prospect has one current stage and a documented next action. A stage records workflow status; it does not establish investor eligibility or a commitment.

Pipeline stages and review responsibilities
Stage	What the team reviews
Fit review	Available information about investment interests and potential alignment with the offering.
Outreach	Approved communications, response status, and follow-up responsibilities.
Active conversation	Investor questions, sponsor participation required, and agreed next steps.
Due diligence	Information requests, approved responses, and outstanding review items.
Subscription and onboarding	Documentation status and items requiring the sponsor, counsel, or onboarding provider.

02 · QUESTIONS & ACCOUNTABILITY

Investor questions and assigned next actions

Illustrative investor questions, owners, next actions, and sponsor decisions
Prospect / stage	Investor question	Assigned responsibility	Next action	Sponsor decision required
Example A — Active conversation	How will offering proceeds be allocated?	Sponsor finance lead prepares the answer; IAS operator tracks delivery.	Reconcile the use-of-proceeds explanation with current approved materials.	Approve the explanation before it is sent.
Example B — Due diligence	How sensitive is the business plan to lower occupancy?	Sponsor investment lead owns the assumptions and analysis; IAS operator coordinates the request.	Prepare a downside explanation with clearly stated assumptions.	Approve the analysis and identify who will join the investor discussion.
Example C — Due diligence	Which materials reflect the latest business plan?	Sponsor confirms the approved versions; IAS operator maintains the document register.	Confirm the current documents and organize the investor-facing data room.	Confirm which versions may be shared.
Example D — Subscription and onboarding	What documentation remains outstanding?	Onboarding provider or counsel determines requirements; IAS operator tracks status.	Request the outstanding-item list and coordinate follow-up.	Identify the authorized sponsor contact for escalations.

Example A — Active conversation

Investor question: How will offering proceeds be allocated?
Assigned responsibility: Sponsor finance lead prepares the answer; IAS operator tracks delivery.
Next action: Reconcile the use-of-proceeds explanation with current approved materials.
Sponsor decision required: Approve the explanation before it is sent.

Example B — Due diligence

Investor question: How sensitive is the business plan to lower occupancy?
Assigned responsibility: Sponsor investment lead owns the assumptions and analysis; IAS operator coordinates the request.
Next action: Prepare a downside explanation with clearly stated assumptions.
Sponsor decision required: Approve the analysis and identify who will join the investor discussion.

Example C — Due diligence

Investor question: Which materials reflect the latest business plan?
Assigned responsibility: Sponsor confirms the approved versions; IAS operator maintains the document register.
Next action: Confirm the current documents and organize the investor-facing data room.
Sponsor decision required: Confirm which versions may be shared.

Example D — Subscription and onboarding

Investor question: What documentation remains outstanding?
Assigned responsibility: Onboarding provider or counsel determines requirements; IAS operator tracks status.
Next action: Request the outstanding-item list and coordinate follow-up.
Sponsor decision required: Identify the authorized sponsor contact for escalations.

03 · SPONSOR ATTENTION

Offering communications

Approve the use-of-proceeds explanation before the response is released.

Awaiting sponsor action

Investment discussion

Approve the downside analysis and assign the sponsor representative for the next conversation.

Awaiting sponsor action

Document control

Confirm the current investor-facing materials before further distribution.

Awaiting sponsor action

Until an item is approved, the report records it as awaiting sponsor action.

04 · NEXT REPORTING PERIOD

Operator follow-through

For the next reporting period, the operator’s assigned work is to:

Coordinate delivery of approved investor responses.
Follow up on open due diligence requests.
Maintain current document references and communication history.
Update stages when documented activity supports a change.
Escalate unresolved items with an owner and proposed next action.

05 · WORKING TOGETHER

Clear responsibilities

Capital Context: Organizes the workflow, coordinates follow-up, maintains activity records, and reports outstanding items.
The sponsor: Owns investment judgments, offering representations, substantive investment discussions, and required approvals.
Counsel and specialized providers: Retain responsibility for their respective legal, verification, and onboarding functions.

The report supports visibility and accountability. It does not predict commitments, funding, or a closing date.

THE NEXT STEP

Discuss the operating process behind your raise.

Explore how preparation, investor engagement, reporting, and sponsor responsibilities would fit your offering.

Schedule a Capital Formation Consultation See how IAS works

Pipeline stage review

Investor questions and assigned next actions

Example A — Active conversation

Example B — Due diligence

Example C — Due diligence

Example D — Subscription and onboarding

Sponsor decisions required

Offering communications

Investment discussion

Document control

Operator follow-through

Clear responsibilities

Discuss the operating process behind your raise.