Our Approach

Growth Shouldn't Reset Every Cycle. It Should Compound.

One good raise or one good client shouldn't be where it stops. We build the positioning, infrastructure, and execution ourselves, and stay in it with you as it keeps building.

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How It Works

A 150 Day Path From Build to Repeatable.

60 days to build strategy and infrastructure, 90 days to execute. After that, the same 90 day cycle repeats on its own.

Days 1–30

Infrastructure

Onboarding and infrastructure build, the CRM, pipeline, and platform are configured and ready.

Days 31–60

Strategy & Assets

Investor strategy, positioning, and the full set of authority assets are built.

Days 61–150

Execution

90 days of content and outreach go live across every channel, run by our team.

After the initial 150 days, execution repeats on its own 90 day cycle, run by the client's team or continued with ours.

The Engagement

The Four Pillars of the Engagement

We don't raise capital on a client's behalf. We build the infrastructure, run key parts of the relationship execution, and train the team to sell and close, the combination of a done-for-you back end and an in-house capability, not a placement agent relationship.

Pillar One

Strategy

Diagnostic-led positioning that defines who to target and what to say before outreach begins, so it's targeted, not generic.

Target Persona MappingCapital source profile, target type, allocation history
Campaign Structure & NarrativePositioning, messaging, sequencing
Digital Authority BuildLinkedIn, branding, content calendar
Strategy
Pillar Two

Infrastructure

Systems and assets built once, engineered to scale capital acquisition rather than manage it manually.

CRM & Pipeline BuildFunnels, automations, dashboards
Authority AssetsCredibility deck, presentation, webinar content, long and short form video assets, and brand collateral
Client & Offering Specific ResearchMarket data, comps, positioning inputs
Documented Standard Operating ProceduresBuilt so the client's team can run the system independently, or continue with our team
Infrastructure
Pillar Three

Execution

Ongoing relationship management run as an embedded extension of the team, not a one-time deliverable.

Webinar Planning & CreationFull script, content, structure, registration, replay, and follow-up built end-to-end, the client simply presents it live
Lead Flow GenerationOutbound, lead magnets, pipeline handoff
Touchpoint CadenceEmail, SMS, retargeting
Social Media Management & DistributionOngoing posting and channel management
Content Distribution12 weekly briefs built to launch, based on the client's industry and target audience, continued by the client's team or by us on an ongoing basis
Executive Thought Leadership & GhostwritingLinkedIn content and authority pieces written on the client's behalf
AI Video ProductionHigh-quality video content produced at speed and scale using AI
Execution
Pillar Four

Advisory

Direct coaching on sales execution and the competitive capital landscape, not just the strategy behind it.

Weekly Advisory & Monthly ReviewsCohort calls, strategic implementation reviews
Conversation FrameworksScripts, qualification, objection handling
Private Strategy SessionsDirect sessions with Yohannes
Strategic DirectoryVetted network of key investor service providers, including 1031 exchange, tax strategy, CPA, and asset protection professionals
Advisory
Who We Serve

Built for Firms Raising and Retaining Capital

The system stays the same. The language and the target change depending on who you are.

Real Estate Operators

Sponsors raising equity for acquisitions who need a repeatable, institutional investor acquisition system, not a one-time raise.

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Capital Allocators

Fund managers raising from LPs fund after fund, who need infrastructure and positioning built for repeat commitments, not one-time raises.

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RIAs

Independent advisors whose growth depends entirely on referrals, who need a structured client acquisition system, not more word of mouth.

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Family Offices

Single family offices converting to a multi family model, who need the trust and visibility infrastructure to attract new families, not just an existing name.

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Fit

This engagement is built for operators, capital allocators, and RIAs with a clear offering, the budget to implement, and a real commitment to execution, not for firms looking for a low-cost, software-only, or piecemeal solution. Fit gets confirmed on the first call.

Start Your 150 Day Engagement.

Request a call to see how this system applies to your specific raise or client acquisition goals.

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Capitalyst. Strategic capital formation for real estate operators and capital allocators.

Capitalyst: Strategic capital formation for real estate operators and capital allocators. Infrastructure powered by GoRaise.

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Capitalyst Advisors, a DBA of Sales Specialists, LLC, is not a registered broker dealer or investment adviser.