Absolutely. Most of our clients come in with zero investor relationships.

That’s why we teach what we call the Investor Rolodex Strategy — a proven approach to accessing capital through professionals already connected to investors: RIAs, wealth advisors, CPAs, estate planners, and more.

You’ll also get access to 200+ curated investor profiles from our Wealth Circle network and tools to identify aligned investors every single week, even if you're starting from scratch.

This system was built for operators without Silicon Valley access or insider circles.

Not at all. In fact, if you’ve never raised before — you’re in a perfect spot.

We specialize in helping first-time and frustrated raisers become “investable” fast. Our 3-step W.A.R. Method breaks down capital raising into a repeatable framework that any founder can follow — regardless of experience.

We’ve had clients go from $0 raised to $2M+ in 60 days. You’ll be trained, coached, and supported every step of the way.

If you’ve raised before, you probably know how painful it can be without a system.

This program is designed to help experienced operators who are tired of crossing fingers and relying on referrals, one-off pitches, or inconsistent consultants. We give you structure, messaging, and capital partner alignment — so you can raise faster, cleaner, and more consistently.

We also help founders go from small checks and angels to institutional-grade raises with VCs, RIAs, and family offices — by upgrading your entire pitch process and investor targeting strategy.

You can outsource the grunt work — but you can’t outsource credibility.

Investors fund people, not consultants. This system is built to make you the credible face of the raise, while we support you with materials, outreach, and strategy. No broker is going to pitch your story with the conviction you can.

We give you everything — decks, data room frameworks, DM scripts, investor targets — and train you to deliver it like a pro.

No. This is not a pre-recorded “guru” course with zero accountability.

Capital Unlocked is a live mentorship program paired with a complete capital raise operating system. You’ll have:

1. Weekly coaching calls with Nick and the team

2. A done-with-you onboarding sprint

3. Access to templates, pitch assets, and investor intros

4. Real-time feedback on your pitch, messaging, and materials

We walk with you — not just teach you.

Because that’s not how relationships work — and we won’t burn ours or yours.

Instead, we give you the tools to become investor-ready first — so that when introductions happen, they land. Access without readiness is a missed opportunity. But once your deck, messaging, and structure are dialed in, we open the doors to real relationships.

And yes — you will receive access to over 200+ warm investor profiles inside The Wealth Circle, our private founder/investor community.

Many of our most successful clients raised capital before launching.

If your idea is clear, your market is real, and you’re coachable — we can help you raise with leverage before desperation kicks in. In fact, early-stage founders often raise faster with our help because their messaging isn’t bogged down by years of bad habits or guesswork.

You’ll learn how to frame your opportunity strategically — even if it’s pre-product.

You absolutely could — if you’re ready to pay $30K–$100K upfront and 2–6% of your raise on the back end.

But here’s the kicker: most of those firms still use junior staffers, standard decks, and generic outreach. You’d be outsourcing to someone who knows less about your vision than you do.

With Capital Unlocked, you keep control, own the process, and build a repeatable raise engine that works again and again.

This system works for:

1. Equity (startups, real estate, pre-seed to Series A)

2. Debt (bridge loans, rev share, notes)

3. Grants & philanthropic capital

4. Hybrid structures (SAFE, convertible notes, syndications)

Whether you’re raising for real estate, a med-tech product, a nonprofit, or an education company — if you’re serious, we can help you structure and pitch it the right way.