Pipeline for capital markets.
Find your next deal.

We start the conversations. Your team takes the meetings.

01Mapped1,450

Cambridge Associates

Cresset Wealth Advisors

Bernstein Private Wealth

Carson Wealth

Asset Consulting Group

02Reachedin your name

✓Cambridge Associates

✓Cresset Wealth Advisors

✓Bernstein Private Wealth

✓Carson Wealth

✓Asset Consulting Group

03Replied

Let's discuss this on Friday.Albert Pezone · GP Nurmenkari
How does Friday or next Monday look for you?Peter Callister · Senatus Fund
Feel free to book a time on my calendar.Fraser Duncan · Framework Venture Partners

04Meetings

21Capital Engine
16Groundly
8Tremissis

Illustration. Names from a real map; replies and meeting counts are real, from client campaigns.

You need deals or capital. Someone has to start those conversations.

Right now, that someone is your team.

Mon

Build a list

Tue

Find the emails

Wed

Write 40 of them

Thu

Follow up

Fri

1 meeting

That's a deal team doing a lead-gen job.

So we take that part.

Mon

We map everyone who fits

Tue

We write it in your name

Wed

We reach all of them

Thu

We follow up

Fri

Your team takes the meetings

  • 10:00 · Intro
  • 13:30 · Intro
  • 16:00 · Intro

Your team just shows up to the calls.

One deal, start to finish.

01

We map everyone who fits.

Your TAM

1,450-3,900investors

Family offices and RIAs that back lower middle market industrial funds.

  • Cambridge AssociatesBoston
  • Cresset Wealth AdvisorsChicago
  • Bernstein Private WealthNew York

02

We reach all of them, in your name.

Example

Fromyou@yourfund.com

SubjectFund II, lower middle market industrials

Hi Anna, we're raising Fund II, buying founder-owned industrial companies in the Midwest. You've backed managers like us before. Worth 20 minutes to see if it fits?

03

They reply to you.

James Keefe · BQ Funds

Appreciate the outreach, can you propose a few dates/time for ~20min that we can review your capabilities.

Meeting requested

04

It lands on your calendar.

Example

Fund II intro

WhenThursday, 10:00 to 10:20

GuestsYou, Anna

Accepted

It works.

21

investor meetings

All 21 had seen the deck before the call. 14 are still talking.

Capital Engine

16

meetings in three weeks

Pre-seed and pre-revenue, with nothing but the story.

Groundly

8

LP meetings in two weeks

An emerging Dallas fund with no institutional LP network.

Tremissis

The replies we get.

Fraser Duncan · Framework Venture Partners
My name is Fraser, a colleague of Ajay's. I'd be happy to take a look. Feel free to book a time on my calendar.
James Keefe · BQ Funds
Appreciate the outreach, can you propose a few dates/time for ~20min that we can review your capabilities.
Albert Pezone · GP Nurmenkari
Let's discuss this on Friday.
Michael Munshi · IMPEX Capital Group
Thanks for reaching out. Yes, please send over the details and I will review them to see if Impex can add value in any way.
Syed Taiyab · Everest Energy Partners
I own a drilling fund myself. How do I raise on Capital Engine?
Anthony Graziano · CTH Advisors
Thanks for following up. Stu, cc'd, is the banker on that deal, and not sure he needs this right now, but we'd take the call to learn more in general. Let us know when is a good day/time.
Sophie Liao · Republic
Gladly, let me know if 3rd Aug (PST) works with you? It would be great if you could share a one-pager or deck beforehand.
Trevor Barnett · Old City Capital
I am happy to hear the story. How is next Tuesday, aside from 10-10:30am and 2-3pm EST.
Peter Callister · Senatus Fund
How does Friday or next Monday look for you?

The numbers underneath.

Live campaign dashboardLive campaign dashboardLive campaign dashboard

Your turn.

Book a call, or map your TAM first and see who's out there. The map is free and takes a minute.

Book a call →

or map your TAM

What you're buying or raising, where, and how big

Questions.

Yours. It goes out from your inbox, in your voice. People reply to your team, not to us.
No. We start the conversations, your team runs them. We don't negotiate, hold funds, or sign anything for anyone.
No. We never take a fee tied to capital raised, and your team owns every relationship.
Yes. Type what you're buying or raising, add your email, and you see your market and a few names in it. It's an estimate; the full list gets checked before anyone is contacted.
In your accounts. Nothing leaves them, and nothing trains a model.
Anytime. You keep everything we built.

Accredited? Get on the deal flow.

We share private deals with a small group of accredited investors and institutions. Free to join, and you decide deal by deal.

Open to accredited investors and institutions. Never a blind pool.

Nothing here is an offer to sell or a solicitation to buy any security; any such offer is made only to verified accredited investors through definitive offering documents.