Capital follows
structure and trust.

Shawn has served in capital formation and investor relations roles across real estate funds and direct offerings, including as VP of Capital Formation and Investor Relations at Artisan Land Companies and SVP of Syndicated Equity at Ascendant Development.

Sponsors come to us when the deal is sound but the investor relations infrastructure, the capital stack strategy, or the story behind the raise is not yet built the way it needs to be. We consult on that work. We do not act as a fund, a broker-dealer, or a placement agent on your behalf.

What We Do

Consulting for sponsors and developers.

Investor Relations Infrastructure

Building the systems, communication rhythm, and reporting standards that keep investors informed and confident across the life of a deal.

Capital Stack Strategy

Advising on how a raise is structured, from preferred equity to syndicated equity, based on the project and the investors it needs to attract.

Positioning & Materials

Shaping how a deal is presented, from the offering narrative to the materials investors actually read before they commit.

Direct Experience

Engagements this counsel is built on.

Capital Formation Engagement

Artisan Land Companies

VP, Capital Formation & Investor Relations · Atlanta, GA

Ongoing work building investor relationships and capital formation strategy for Artisan Land Fund I, an all-equity land investment vehicle.

Capital Formation Engagement

Ascendant Development

SVP, Syndicated Equity · Houston, TX

Structuring and raising syndicated equity for Class A multifamily development, including the active raise for Haven at Loyd Park.

Engagement references are provided for background context only and do not constitute an offer or solicitation. Tellico Capital Partners is not a fund, a registered investment adviser, or a broker-dealer.

The Process

What to expect when you reach out.

01

You reach out

Tell us about the deal, the raise, and where the capital formation work currently stands.

02

We assess the gaps

An honest look at what is working, what is missing, and whether our consulting is the right fit for what you need.

03

We build the structure

Investor relations systems, capital stack strategy, and positioning, built around your project and your timeline.

04

We stay engaged

Capital formation is not a one-time exercise. We remain available as the raise and the relationship with investors evolves.

Get Started

Raising capital,
and want it built
the right way?

If your deal is sound but the investor relations and capital formation work behind it needs a second set of experienced hands, let's talk.

Request a Conversation

Tellico Capital Partners does not raise capital directly and does not provide investment, legal, or tax advice. Tellico Capital Partners is not a fund, a registered investment adviser, or a broker-dealer. Any private investment opportunity referenced on this site is offered only through appropriate offering materials and only to qualified investors where applicable. Shawn Summey is a licensed REALTOR® with Greater Downtown Keller Williams (TN License #377793, GA License #441716, 423-637-7250). Equal Housing Opportunity.