🛫 Your system is built, configured, and ready.
The welcome sequence is live. Your CRM is set up. Your website is published. CapBloom handles the infrastructure — your job is to fill the top of the funnel and work your relationships until contacts become investors.
This playbook tells you exactly how to do that.
Capital raising is not a campaign you run when you have a deal. It is a continuous practice of building relationships, staying visible, and demonstrating credibility — so that when you do have a deal, your list is warm, your pipeline is full, and your investors are ready to move.
The operators who raise the most capital are not the ones with the best deals. They are the ones whose investors have been hearing from them for months before the ask ever comes.
Your system automates the foundation. You build the relationship on top of it.
The first thing most operators want to do is reach out to their network. Your contacts are already in your CRM. Your email is configured and deliverable. The question is: which of these three situations applies to you?
Your network doesn't know you're doing this yet — or they know you but have never heard from you in this capacity. Your first email is not a pitch. It's an introduction.
What to say:
Who you are, what you're building, what you invest in, and why you started. Keep it personal — this email should feel like it came from a human being, not a company. Invite them to reply or book a call. Do not pitch a deal.
What happens next:
Anyone who replies or expresses interest gets added to your CRM (if not already there) and tagged. Your welcome sequence takes it from there automatically.
Subject line examples: