For fund managers and capital raisers

Get raise-ready. Then build the engine that keeps raising.

You have the strategy and the track record. What's missing is the machine: the materials, the data room, the pipeline and the follow-through that turn interest into commitments. We build it with you, under your licence.

All capital-raising work is done under your AFSL or licensee. We don't introduce investors or solicit in our own name, and we're paid a fixed fee, never a percentage of what's raised.

Investor CRM — Raise Ready · Illustrative

What usually gets in the way

The raise is the job. So is everything else.
You're the portfolio manager, the investor-relations team and the ops desk. The pipeline moves only when you do.
Interest doesn't become commitments.
Meetings happen; follow-ups don't. There's no system deciding what happens next, or when.
Every update is a scramble.
Investor reporting is rebuilt each quarter from spreadsheets and email.

Where we start

Raise Ready
Investor materials, data room, pipeline and process, ready to go to market under your licence.
6–8 weeks
Distribution Engine
The investor CRM, the reporting and update cadence, and the automation behind them, so the raise keeps working after the roadshow.
6 weeks
Operating System
A CRM built around how your firm actually works: pipeline, investors, tasks and reporting in one place.
6–8 weeks

Who you'll work with

Jeremy Ellis (JJ)
Co-founder · Leads the fund-manager door
Two decades in Australian wealth and wholesale distribution: AMP, Schroders and HUB24, with time at Salesforce and MYOB that turned a distribution career into a systems one. At Allcap Securities he designed and built the investor portal, data room, CRM and offer platforms behind its wholesale raises.
LinkedIn : Jeremy Ellis (JJ) (opens in a new tab)
Derryck Lo
Co-founder · Leads the advice-firm door
Fifteen years inside the operating core of Australian wealth and funds: operations at Macquarie, fund administration oversight at State Street, then eight years at Integrated Portfolio Solutions (now DASH), running client transitions, performance reporting and platform relationships for wealth managers and family offices.
LinkedIn : Derryck Lo (opens in a new tab)