Building the institutional platform Black Wolf Capital is ready for.

A proposal from Hoan Thai โ€” covering both a full institutional platform build and a flexible per-deal financial package service.

$69.7M
Assets Under Management
16
Class A Philadelphia Properties
$27.9M
Equity
65%
Blended LTV
$250M
AUM Target

Building the institutional platform

Black Wolf Capital is already operating at institutional scale โ€” $69.7 million in assets across 16 Class A Philadelphia properties, $27.9 million in equity, a 65% blended LTV, and a team running the full cycle from acquisition through construction and lease-up.

The platform is built. The track record is real. And the direction is clear: reach $250 million in assets under management as efficiently as possible, minimizing the cost of capital and removing every point of friction that slows the path there.

๐Ÿ“‹

This is a vision, not a contract. The four-phase platform below represents what a full institutional build could look like for Black Wolf Capital. The scope, sequencing, and pricing of each phase would need to be discussed and agreed upon before any work begins. Consider this a starting point for that conversation.

What gets built โ€” in order

Four phases, each building on the last.

1

Brand identity and firm narrative

The visual and verbal foundation that every other deliverable is built on โ€” and the first thing a family office sees before they ever take a meeting.

  • Logo and full visual identity system
  • Color palette, typography, and brand standards
  • Firm positioning statement and tagline
  • Investment thesis narrative โ€” in plain language
  • Company biography and team bios
  • Boilerplate copy for emails, decks, and outreach
  • Virtual data room โ€” organized folder structure
  • Data room intake checklist for each new deal
2

Institutional pitch deck and executive summary

A complete capital-raising presentation built on real numbers โ€” designed to tell the Black Wolf story without Damon in the room and move a family office from introduction to term sheet.

  • 15โ€“20 slide investor presentation (PPT + PDF)
  • Philadelphia market thesis and competitive positioning
  • Current portfolio overview with key metrics
  • Deal sourcing and underwriting process
  • Capital stack and equity structure explained
  • Projected returns and historical performance
  • Team and org chart slide
  • Path to $250M AUM โ€” growth roadmap slide
  • One-page executive summary (leave-behind)
  • Email-ready deal announcement template
3

Financial infrastructure

The deal-level financial tools that make every acquisition bankable and every equity conversation credible โ€” built once, reused on every deal going forward.

  • Master deal underwriting model (Excel)
  • LP/GP equity waterfall with preferred return and promote
  • Construction budget and draw schedule template
  • Sources and uses statement
  • IRR and equity multiple outputs by scenario
  • Bank submission package template
  • Individual property tear sheet (1โ€“2 pages per deal)
  • Portfolio-level balance sheet โ€” lender-ready format
  • Rent roll and T-12 summary template
  • Quarterly investor reporting template
4

Institutional website with investor portal

A permanent online presence that works around the clock โ€” confirming Black Wolf's credibility, collecting qualified investor inquiries, and giving approved partners secure access to deal documents.

  • Home page โ€” firm overview and positioning
  • About page โ€” team, track record, and philosophy
  • Portfolio page โ€” current assets with property cards
  • Investment strategy page โ€” how Black Wolf underwrites
  • Contact and investor inquiry form
  • Password-protected investor portal
  • Secure link to organized data room
  • Mobile-optimized across all devices
  • Built on Webflow โ€” your team can update without a developer
  • Domain, hosting, and launch setup guidance

Let's start with the next deal

A simple starting point โ€” no long-term commitment required. The moment a property goes under agreement, send me the data. I produce the complete financial package โ€” the full underwriting model with equity waterfall, the bank submission package, and the one-page equity pitch.

Everything formatted, institutionally presented, and ready for you to review and send. You spend your time on the decision, not the document.

โ‰กDeliverable 01

Full underwriting model

Acquisition costs, construction budget, projected NOI, debt service, equity waterfall with preferred return and promote, IRR and equity multiple to LP and GP, hold period scenarios.

โ–ณDeliverable 02

Bank submission package

Clean, lender-ready financials with project narrative, sources and uses, debt sizing, and supporting schedules โ€” formatted for a bank credit officer, not a spreadsheet.

โ–กDeliverable 03

One-page equity pitch

The deal story on a single page โ€” property summary, capital stack, projected returns, and the ask โ€” designed to be texted, emailed, or handed across a table.

How it works

You send the property data when a deal goes under agreement. I turn it around within a few business days. You review, request any changes, and the package is yours.

This rate covers the first three deals โ€” after that we sit down, see what's working, and figure out the right structure going forward together.

$2,500
per deal

Flat fee for the first three deals. Covers all three deliverables. Paid at engagement, before work begins.