Capital Formation Diagnostic
Find out exactly why your raise is slower than it should be, in three weeks.
A senior-level review of your capital formation engine, with a 90-day plan you can act on immediately, with or without us.
What we review
- Positioning: Is your offering's story clear, differentiated, and built for the investors you're targeting?
- Investor materials: Deck, one-pager, data room, and follow-up content.
- Pipeline: Where investors come from, where they stall, and where they drop off.
- Systems: CRM setup, pipeline stages, tracking, and reporting.
- Channels: Which investor channels (RIAs, family offices, direct HNW, platforms) fit your product, and which don't.
What you get
- A written assessment with specific findings, not generic advice
- A prioritized 90-day action plan
- A 60-minute walkthrough session with Bill
How it works
Week 1
Kickoff call and review of your materials, CRM, and recent raise data.
Week 2
Interviews with your team and analysis.
Week 3
Findings, 90-day plan, and walkthrough session.