The call is where capital gets raised. Everything in CapBloom — the Welcome Sequence, the nurture, the pipeline — exists to get investors to this conversation.

You automate to conversations, not to checks. This framework gives you a repeatable structure so every call moves in the right direction.

Before the Call

Review the contact record in CapBloom:

• What lead magnet or form did they come in through?
• Have they opened your emails? Which ones?
• What stage are they in your pipeline?
• Did they fill out an Investor Criteria form? (If so, review their answers before the call)
• Any prior conversation history in the contact record?

Set your objective: Every call should end with a clear next step. It doesn't have to be a commitment — but it can't be "I'll think about it" with no follow-up scheduled.

Call Structure (30–45 minutes)

Open (5 minutes)

Build rapport and set the frame.

"Thanks for making time today. I want to make sure this is actually useful for you, so I'm going to ask you a few questions first to understand where you are and what you're looking for. Then if it makes sense, I'll share what we're doing and how it might fit. Sound good?"

Why this matters: Asking permission to ask questions sets a collaborative tone and positions you as a consultant, not a salesperson.

Discovery (10–15 minutes)

Understand their situation before pitching anything.