Capital Raising: The 5-Step System for Raising Capital from Private Investors

Capital Raising is written to help those looking to consistently raise capital over time from investors without having to cold call them or slowly network through existing connections. In this text we provide a 5 step system to attract investors to your offering over time so they are wanting to get their foot in the door at your office instead of having to cold call potential investors endlessly with no response. While this book does discuss marketing material fundamentals, and top mistakes to avoid while raising capital its unique value is in the holistic evergreen approach to building up capital raising momentum in a way that adds genuine value and builds your firm’s reputation over time. 

This capital raising system was developed based on author Richard C. Wilson’s experience in raising over $250M in capital, building the Family Office Club community of over 1,000 family office investors, and now building up a single family office advisory business overseeing $4B in assets. The methods suggested in this book are what has led to that success and they have been tested over the course of Richard offering over 57 live events and speaking to over 25,000 professionals globally over the past 10 years.