Build Your Capital-Raising System in Four Months

Who It Is For

Sponsors and fund managers who want the raise to stop depending on one person’s memory.

• You run a real business with a real raise ahead of you.
• You raise from people you already know and want a repeatable way to reach people you do not.
• You would rather own the system than rent a firm to do it for you.
• You can give it a few hours a week for four months, you or someone on your team.

It is not for you if you want someone to raise the money for you. I do not raise capital for clients, and nothing here is paid from capital you raise.

What You Build, Month by Month

Three things built each month, in the order you need them. Open any one to see what is inside.

Month 1

Foundation

Know who you raise from, what you already have, and what the numbers must be.

Investor Data and CRM

• Every investor you have, in one clean list
• Segments by check size, history and interest
• A CRM your team will actually keep current

Raise Math

• The four numbers behind your raise, run backward from the target
• How many conversations a week it takes to hit it
• Your daily number

Investor Profile and Materials

• Who your best investor is, in writing
• A one-pager built for that investor
• The data room basics investors check before they wire

Month 2

Pipeline

Fill the calendar with the right conversations, every week.

Outreach System

• The message for each channel: email, LinkedIn and phone
• A weekly rhythm with a daily count
• Reaching people without sounding like a campaign

Family Offices and Bigger Checks

• Building your target list
• Getting introduced through the people who already know them
• What to send first, and what to hold back

Investor Publication

• A simple update or newsletter that keeps you in front of investors
• What to write, and how often
• Turning readers into conversations

Month 3

Conversion

Turn conversations into commitments, with a process your team runs.

Follow-Up That Closes

• Every touch ends with a next step and a date
• A follow-up schedule for each investor stage
• Messages that have a reason to exist

Meetings to Commitments

• How to run the investor call
• Asking for the commitment
• Landing an anchor investor first

Team Rhythm and Scorecard

• The weekly huddle
• Who owns what
• A scorecard the owner reads in two minutes

Month 4

AI and Scale

Automate the repeat work, and make the next raise start from this one.

AI Agents

• Research on investors and firms
• First drafts of outreach and updates
• Reminders, so no follow-up is missed

Raise Dashboard

• Meetings, commitments and funding in one view
• What is stuck, and with whom
• Reporting your investors and partners can read

Re-Up Engine

• Updates that bring investors back for the next deal
• Asking for referrals
• Handing the whole system to your team

How It Works

• One live group session a week. A few hours, same time each week.
• Up to 5 companies in the group. Small enough that your business gets worked on.
• You build inside your own systems, with the tools you already have.
• Between sessions you do the work. The next session starts with your numbers.

Who Is Guiding It

What People Say

Tap a video to hear it.

Questions

Something else? Book a call with Andrew.