For real estate capital raisers
Raise more capital.
Know exactly who to call today, with a plan, a coach, and a pipeline in one place. You will never wonder what to do next.
The brain
See who is ready to invest
Every webinar, email, and call moves their score. You reach out at the right moment.
- ✓Interested
- ✓Learning
- ✓Engaged
- Ready
- Invested
Ready window: Nov 10 to Nov 24. Most investors like Jason commit about two weeks after a live webinar.
- 🎥Attended Tuesday's live webinar52 of 60 minutes, asked about the hold period+18
- 🏦Liquidity eventSold his dental practice, closed Sept 30+12
- 📞Last call, 6 days agoPositive. Wants to talk with his wife Sarah+8
- 🌐Visited your site 3 times this weekSpent the most time on How it works+7
- ✉️Opened 4 of your emails this monthClicked the replay link twice+6
The math behind a $1,000,000 raise
A big goal is just a lot of small, specific steps
Invite 200 people you know. About 20 invest. Capital Coach OS turns it into 10 invites a day.
👆 Try it: pick a goal, slide the average check, and watch the plan rebuild itself.
Personal calls and texts to people you already know
↓ 40% say yesThey register for the pre-built webinar
↓ 50% show upThey hear the strategy; you follow up the next day
↓ 50% investAt a $50K average check
1 webinar. The classic first year goal. One Passive Investing Made Simple series, then one deal webinar.
- Day 5Pick your webinar
- Day 15First 50 invites
- Day 30Half your list invited
- Day 60Webinar night
- Day 90First commitments
Illustration of typical rates. Results vary and are not guaranteed.
Your webinar
Ten invites a day lead to your first deal webinar
- 🚀Day 1Launch Capital Coach OS
- Set your goal; the math becomes a plan
- Your brand and website from a short interview
- Import your phone contacts; your top 200 are ranked
- 📞Weeks 1 to 4Fill the top of your funnel
- 10 personal calls or texts a day
- Every yes gets the webinar nurture emails
- The warmth meter shows who is leaning in
- 🎓Week 4Passive Investing Made Simple
- Your first education webinar, hosted by Jeremy Dyer
- First Wednesday of the month, 12 PM CT
- No pitch. Investors learn how passive investing works
- 💬Weeks 5 to 8Nurture and follow up
- Replay to everyone who missed it
- One to one calls with every attendee
- Capital Coach AI drafts each follow up
- 🏢Week 8 to 10Your first deal webinar
- Invite your warmest people to see a real offering
- Soft commits land on your deal board
- Documents, wires, and your first funded investors
Every month's session refills the top of your funnel, so you are always building toward your next raise.
Daily calls
The right people to call, every morning
Your warmest relationships first, with a first sentence ready. Capital Coach AI helps with the rest.
- APDone
Alicia ParkCollege roommate · Denver - MRMarcus ReedChurch small group · sold his practiceCapital Coach AI used: last call · opened your email twice · visited your site SundayCall
“Marcus, congrats again on selling the practice. Have you and Dana ever looked at owning apartments without being landlords? I'd love to tell you about a short webinar.”
Use as openerMake it a textAsk my coach - TBTom BrandtFormer colleague · asked about taxesCall
- JWJen WalshNeighbor · kids on the same teamCall
Your plan
Your goal, turned into one step at a time
Tell us what you want to raise. We map the next 90 days.
- ✓Day 5Pick your webinar
- ✓Day 15First 25 invites
- Day 3050 invites and 10 real calls
- Day 60Webinar night
- Day 90First commitments
Your pipeline
Watch every investor move forward
The board moves on its own, live with your GoHighLevel.
Before a call
Walk in knowing what matters
Last talk, last email, the kids' games. You sound like a friend who remembers.
Last call
Oct 14 · 22 minutes · with Dana and ChrisThey plan to sell their Tampa rental in Q4 and want to know how to put the proceeds to work. Chris is focused on the tax side.
Your notes
- Husband Chris, retired Navy, loves fishing
- Daughter Emma, 17, varsity volleyball, college visits this fall
- Dana left her hospital job in 2022
Last email
Oct 15 · “The sample deal summary I mentioned”Opened 3 times, most recently yesterday. Clicked the webinar replay link.
Last webinar
Oct 7 · Intro to Passive InvestingAttended 52 of 60 minutes. Asked: “How does depreciation work if we sell a property the same year?”
Personal, ask about
- 🏐Emma's volleyball game Saturday. They made the district playoffs.
- 🎣Chris's Florida Keys fishing trip last week. Did the tarpon cooperate?
- 🎓How the college visits went. Emma loved the campus in Charleston.
Investing, bring up
- 🏠The Q4 property sale. They were curious about tax savings. Share the depreciation explainer and suggest looping in their CPA.
- 💼An old 401(k) from Dana's previous employer. Ask if they have looked at their options; point them to their advisor.
You promised
✓ Send the sample deal summary done Oct 15
Send Chris the replay with the tax Q&A open
Next step: invite Dana and Chris to the next webinar together and set a time to walk through the tax questions.
For teams
Raise together. Stay accountable.
One allocation, several raisers, one shared goal. See where the whole team stands, in real time. Every raiser keeps their own investor list private.
- NNick$500K raised · likely $1.1MOn track
42 calls · 120 invited · 38 attended · 10 soft commits
Target $1M🤝Ask Nick to mentor two newer raisers - FFrank$200K raised · likely $500KAhead of plan
31 calls · 80 invited · 22 attended · 4 soft commits
Target $250K💬Send Frank an encouraging text - GGrace$100K raised · likely $200KPipeline thin
12 calls · 40 invited · 9 attended · 2 soft commits
Target $350K🔄Recommend Grace reload the top of the funnel - BBen$50K raised · likely $150KStalled
3 calls · 15 invited · 4 attended · 1 soft commit
Target $400K📞Give Ben a call this week
For sponsors
See your whole team at a glance
Progress and forecasts for every partner. Their investor lists stay private.
Gap: $1.4M. Closing it takes about 25 more investors. Three partners with thin pipelines could cover it by inviting 60 more people each before Nov 20.
- NNick$1.5M raised · likely $2MOn track
64 calls · 120 invited · 41 attended · 3 soft commits
3 soft commits, webinar Thursday🤝Ask Nick to mentor two newer partners - FFrank$500K raised · likely $1MOn track
38 calls · 70 invited · 19 attended · 2 soft commits
2 commits away from $750K💬Send Frank an encouraging text - GGrace$250K raised · likely $400KPipeline thin
22 calls · 30 invited · 9 attended · 1 soft commit
Only 6 people left in her funnel🔄Recommend Grace reload the top of the funnel - BBen$120K raised · likely $300KStalled
9 calls · 18 invited · 4 attended · 0 soft commits
No calls logged in 9 days📞Give Ben a call this week
Likely = funded and soft commits, plus each partner's live funnel for this offering (invited, attended, committed) at their own past conversion rates and average check.
Your website · Beta
Your story becomes your website
Answer a friendly interview, even on a walk. Your first draft is ready right away.
What was the turning point that led you here?
A friend invited me to a webinar after I left the Army. For the first time I saw how families like ours could own real assets.
What did you see that earned your trust?
Listening… say “next question”Your AI team Beta
A team that works for you every day
They draft, score, and remind. You approve everything.
- 📞Call Jason Smith first. He attended Tuesday and his likelihood jumped to 72%.
- ✉️Approve 4 follow ups. Two replays and two thank you notes are drafted.
- 🎟️Send 10 invites for Passive Investing Made Simple on Nov 4. You need 6 more registrations.
- 📈You are 3 calls ahead of pace for $1M. Keep it up.
A daily walk · Beta
Twenty minutes a day is enough
Put in your earbuds. Capital Coach AI tells you who is ready and helps you take the next step.
Morning, Nick. Three people from Tuesday's webinar are leaning in. Want to start with Jason?
Yes. He asked about the hold period.
Got it. I drafted a text that answers that and offers a time with Sarah. Send it, or tweak it first?
Send it. Who's next?
Dana. Her daughter's volleyball team made playoffs. Ask how Saturday went.
After a call · Beta
Say what you learned. Records update.
Spouse, kids, timing, and capital, saved with one tap.
“Talked with Mark for 20 minutes. Dana and the kids are great, Emma made the travel team. He sold the practice and has around $150K to place, wants to decide by spring. Never invested passively.”
Early access
Raise with a coach in your corner
We are starting with a small group. Tell us about you and we will reach out personally.
- ✓Your contacts stay yours
- ✓We never message anyone for you
- ✓Works with GoHighLevel
Built by Nick Stromwall, founder of Oak & Vine Capital and Director of Capital Formation at Rise48 Equity.