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Request a Strategy Call

Capitalyst Strategy Call

Let's Make Sure You're in the Right Place.

Answer a few quick questions. If it's a fit, you'll pick a time right here.

Is investor acquisition or client acquisition a strategic priority for your organization? *

Yes

No

Which Best Describes Your Firm Or Role? *

Real Estate Operator or Sponsor

Private Fund Manager (Including Co-GP and Independent Capital Raisers)

Registered Investment Advisor (RIA)

Family Office

Institution

9. Which private market strategies does your firm primarily participate in? *

Private Real Estate

Private Credit

Infrastructure

Energy & Natural Resources

Other Alternative Investments

Who Is Your Primary Target Audience? *

High net-worth individuals

Registered Investment Advisors (RIA)

Family Offices

Institutional Investors

Other

5. What is your capital growth objective over the next 12 months? *

Under $1M

$1M-5M

$5M to $10M

$25M to $50M

More Than $50M

Which of The Following Best Describes Your Immediate Situation *

We are PREPARING for an upcoming capital raise or client acquisition initiative and want our complete growth platform built with expert guidance.

We are currently in the middle of an ACTIVE capital raise or client acquisition initiative and need technology and automation to support execution.

We have COMPLETED capital raises or client acquisition initiatives before and want to improve our strategy, systems, and automation.

We are exploring our options and looking for the right long term partner.

7. Which of these challenges is your organization facing (check all that apply)

Generating qualified investors or clients beyond our existing network

Building authority and credibility with my audience

Creating consistent marketing and thought leadership content

Converting prospects into investors or clients

Managing lead follow up and nurturing effectively

Implementing the right marketing systems and automations

Finding the time and internal resources to execute consistently

First Name *

Last Name *

Your best email address *

Your Mobile # (only for internal correspondence) *

Assuming there is a strong mutual fit, how soon do you want to get started? *

Right away

Within 30 Days

Within 30-60 Days

What level of investment have you budgeted for building your growth platform *

$35K

$25k to $35K

$10k to $25K

I'm Looking For A Lower Cot Starting Point

Will all key decision makers be participating in the strategy call? *

Select an option

Tell us a bit more about what you hope to get out of working with Yohannes and Team (optional)

NEXT

Capitalyst. Your answers help us prepare for a more useful conversation, nothing more.

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