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Updated about 7 hours ago on .
‘The 4 Stages of Investor Marketing: Turning Awareness into Capital Commitments’
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- 03/13/25 09:00AM - 10:00AM America/Los_Angeles
- https://us06web.zoom.us/j/85600131563
- Free
Disclaimer: BiggerPockets does not support or sponsor any meetups unless otherwise noted. Do your due diligence before attending any events. You may be agreeing to attend an event that includes promotion, pitching, or high-pressure sales tactics or techniques. There may be pitching of products, services or properties at this event!
In this episode of the Raise Capital Legally podcast hosted by Attorney Kim Lisa Taylor and Client Success Coach Krisha Young, we sit down with Dallon Schultz, founder of Capitallyst Pro, to explore how capital raisers can automate and streamline their investor relationships while staying compliant with 506(b) regulations.
Dallon shares how Capitallyst Pro helps syndicators and fund managers attract, nurture, and convert investors using pre-built systems, CRM tools, quiz funnels, and automation strategies. He breaks down the four key marketing stages for raising capital, how drip campaigns can build trust, and why an organized pipeline is crucial for turning leads into long-term investors.
We also discuss how Capitallyst Pro helps founders focus on relationship-building to develop and maintain relationships with new investors.
If you’re looking for a done-for-you system or a DIY approach to streamline your prospective investor outreach, this episode is for you!
Tune in to the live podcast to get your questions answered by our hosts and their guest in real time. Our free monthly podcasts typically run for an hour.