The Capital Raising Workbook shows you exactly how to structure your deal, choose your capital model, and build an investor-ready capital stack. Designed for HoldCos, self-funded buyers, search funds, and acquisition entrepreneurs.
Inside you’ll find:
- Your capital strategy (self-funded vs. search vs. independent sponsor)
- A capital stack plan using real deal structure templates
- Your investor one-pager and outreach script
- Deal financing scenarios (lean, balanced, growth-first)
- A 30-day capital raising plan
You’ll walk away with a completed capital strategy that is ready to send to banks and investors.
Why this workbook exists
Raising capital is not about convincing investors.
It’s about showing clarity, competence, and control.
Investors, fund operators who look like they already know what they’re doing.
This workbook helps you think — and communicate — like one.