Capital raising
Build the investor relationships before the raise
Capital follows trust, and trust takes time. We start conversations with family offices, wealth advisors, and qualified investors from your own profile, so you're a known name when you open a raise. Every message is reviewed against your securities counsel's rules first.
Who we reach
The people who decide where capital goes, or who advise the people who do.
Family offices
Principal · Chief Investment Officer · Director of Investments
They write meaningful checks and move on relationships, not cold pitch decks.
Wealth advisors & RIAs
Financial Advisor · Wealth Manager · Managing Partner
Advisors bring alternative investments to clients who ask for them, once they trust the sponsor.
Business owners & executives
Owner · CEO · Founder · Physician-owner
Many accredited investors are owners and executives who prefer to hear from a person, not a platform.
What the messages look like
The first message when they accept. If they don't reply, a second one written from something new on their profile. We stop the moment they reply.
See examples for every industryExample · Wealth advisor, independent RIA, Dallas
thanks for connecting. you started at a big wirehouse and went independent four years ago with most of your book, which says a lot about your clients. i run a multifamily investment firm here in dallas. do your clients ask you about real estate, or is it mostly stocks and bonds?
saw you spoke on the estate planning panel last month. the advisors i know get the most questions about real assets right around estate planning. open to a short call to compare notes on what your clients are asking for?
Fictional example of the format.
Be ready before the first reply
Outreach brings conversations. These are what buyers will ask about next. We check each one on the audit.
See how the outreach works, step by step.
- Securities counsel's rules on what a first message can and can't say
- Your track record and strategy in two sentences
- Someone who takes the call and follows up for months
- A LinkedIn profile that looks like a sponsor, not a sales rep
Common questions
- Is LinkedIn outreach allowed for a raise?
- It depends on how your offering is structured. First messages never mention an offering or terms, and your counsel approves the wording before anything sends.
See who buys in your area
Thirty minutes. We count your buyers on LinkedIn and tell you straight whether outreach fits.
Book a free outreach audit