Active Capital Raise Playbook

This is your complete step-by-step guide for running an Active Capital Raise in CapBloom. Follow this from deal announcement to funds received.

Step 1: Define Your Capital Raise Strategy

Before you touch the system, get clear on:

Your Offer: What are you raising capital for? (Multifamily, business acquisition, fund, etc.)
Your Investors: Accredited vs. sophisticated? Warm audience or cold outreach?
Your Timeline: When does the raise start, how long is it open, what are key milestones?
Your Channels: Email sequences, webinars, LinkedIn, direct outreach, calls?
The best way to do all of this? CapBloom Deal Launch Architect

In CapBloom: Go to Pipelines > Create New Pipeline

Pipeline Stages:

Stage	Description
1. New Lead	Contact identified but not yet engaged
2. Initial Engagement	Opened/clicked an email, showed interest
3. Webinar Registered	Signed up for investor call or webinar
4. Soft Commit	Expressed interest, hasn't signed docs yet
5. Documents Sent	Subscription documents sent
6. Documents Signed	Signed, funds not yet wired
7. Funds Committed	Wire instructions received, waiting on funds
8. Funds Received	Money in the bank
9. Closed	Fully invested

Setup Steps:

Create custom fields for tracking investor interest levels
Set up triggers so when a contact moves to the next stage, it fires an automation