AI POWERED TOOLS TO HELP YOU RAISE CAPITAL.



At RaiseGenius.ai, our mission is to help syndicators collectively raise over $1 billion in capital by leveraging automations, systems and proven strategies that make capital raising simple, scalable and predictable. Empowering them to build wealth, create impact, and achieve freedom through real estate.


Inside, You’ll Get:
Avatar Creator (Leads): Define your ideal investor and tailor your messaging in minutes.
LinkedIn DM Prompts (Nurture): Build relationships with high-quality leads using proven AI scripts.
Capital Raising 101 Coach: Learn the fundamentals of raising capital the right way.
Capital Raising Cheat Sheet PDF: Copy-ready frameworks for messaging, follow-ups, and commitments.
Access to Weekly Trainings & Discussions: Learn directly from Stephen Lee-Thomas and other top capital raisers inside the Hub.

Inside, You’ll Get:
Avatar Creator (Leads): Define your ideal investor and tailor your messaging in minutes.
LinkedIn DM Prompts (Nurture): Build relationships with high-quality leads using proven AI scripts.
Capital Raising 101 Coach: Learn the fundamentals of raising capital the right way.
Capital Raising Cheat Sheet PDF: Copy-ready frameworks for messaging, follow-ups, and commitments.
Access to Weekly Trainings & Discussions: Learn directly from Stephen Lee-Thomas and other top capital raisers inside the Hub.
Manage your investors, automate your follow-ups, and track commitments, all from one intelligent dashboard.

Do you want more investor leads?
Generate high-quality prospects using built-in AI lead tools and outreach workflows.
Do you want to keep investors engaged?
Automate your emails, follow-ups, and updates so relationships stay warm — even between deals.
Do you want to raise capital consistently?
Track every soft commitment, objection, and follow-up inside one clear pipeline that scales with you.
Manage your investors, automate your follow-ups, and track commitments, all from one intelligent dashboard.

Do you want more investor leads?
Generate high-quality prospects using built-in AI lead tools and outreach workflows.
Do you want to keep investors engaged?
Automate your emails, follow-ups, and updates so relationships stay warm — even between deals.
Do you want to raise capital consistently?
Track every soft commitment, objection, and follow-up inside one clear pipeline that scales with you.


Turn strangers into qualified investors — automatically.
RaiseGenius.ai helps you attract, engage, and convert potential investors without the tech headaches.
Build Investor Funnels That Convert
Create high-performing, personalized landing pages and funnels designed to attract the right investors — no code, no stress.
Smart Surveys & Interest Forms
Collect investor preferences, soft commitments, and funding readiness through automated forms that feed directly into your CRM.
Calendar & Appointment Scheduling
Book discovery calls, investor follow-ups, and webinars automatically — all synced to your calendar in real-time.
AI-Powered Lead Qualification
Every inquiry is analyzed and tagged based on investor intent, helping you focus only on the warmest leads.

The backbone of RaiseGenius.ai is what happens after you capture the lead — transforming interest into real, trust-based investor relationships.
Easily Customize Your Investor Follow-Up Campaigns
Build automated multi-channel sequences that help you educate, engage, and convert potential investors without the manual chase. Every message feels personal while running 24/7 in the background.
Create Multi-Channel Investor Campaigns
Reach your investor list through email, SMS, voicemail drops, and social DMs — all from one dashboard. Keep communication consistent, compliant, and conversational.
Two-Way Communication on Any Device
Stay connected wherever your investors are. Our mobile and desktop apps let you manage replies, schedule calls, and follow up instantly — without missing an opportunity.



Never miss an investor meeting again. RaiseGenius.ai automatically books calls, follow-ups, and discovery sessions to your calendar — powered by AI and smart automation.
AI-Driven Nurture Conversations
Turn investor inquiries into booked calls without lifting a finger. RaiseGenius automates text, email, and chat sequences designed to move investors from curiosity to commitment.
Smart Messaging Customization
Personalize every message using dynamic data fields — ensuring every investor interaction feels human, relevant, and timely.
Automation + Intelligence Built In
Our AI engine learns from every conversation, optimizing your booking and follow-up flow over time. You focus on relationships; RaiseGenius handles the scheduling.

Stop letting opportunities slip through the cracks. RaiseGenius.ai helps you manage investor pipelines, track commitments, and close capital-backed deals with confidence.
Manage Your Capital Pipeline
Track every investor from first touch to soft commitment and funding. See exactly where your capital sits in the pipeline so you can take action where it matters most.
Automate Investor Follow-Up and Tracking
Never lose momentum with prospects. Automated reminders, follow-ups, and deal updates keep investors engaged and moving toward a “yes.”
Real-Time Analytics and Capital Insights
Know how much capital you’ve raised, who’s ready to fund, and what’s still pending—all in one dashboard. Make smarter decisions and scale your portfolio faster.



Scale Your Capital Raising
Your investor growth shouldn’t depend on long nights and spreadsheets. RaiseGenius.ai gives you everything you need to systemize, automate, and scale your capital-raising operations — all from one intelligent dashboard.
All-in-One Capital Raising Engine
From CRM and automated pipelines to investor communication, RaiseGenius.ai connects your entire capital-raising workflow — so you spend less time managing tools and more time building relationships.
AI-Powered Scaling Systems
Leverage AI to identify your top investors, automate your outreach, and follow up across email, SMS, and calls — keeping your pipeline full without adding more hours to your day.
Performance Tracking & Growth Insights
Get real-time visibility into your investor pipeline, commitments, and ROI metrics so you can make data-backed decisions and scale your capital faster.
Discover how to automate your investor follow-ups and close more deals.


The backbone of RaiseGenius.ai is what happens after you capture the lead — transforming interest into real, trust-based investor relationships.
Build Investor Funnels That Convert
Create high-performing, personalized landing pages and funnels designed to attract the right investors — no code, no stress.
Smart Surveys & Interest Forms
Collect investor preferences, soft commitments, and funding readiness through automated forms that feed directly into your CRM.
Calendar & Appointment Scheduling
Book discovery calls, investor follow-ups, and webinars automatically — all synced to your calendar in real-time.
AI-Powered Lead Qualification
Every inquiry is analyzed and tagged based on investor intent, helping you focus only on the warmest leads.

The backbone of RaiseGenius.ai is what happens after you capture the lead — transforming interest into real, trust-based investor relationships.
Easily Customize Your Investor Follow-Up Campaigns
Build automated multi-channel sequences that help you educate, engage, and convert potential investors without the manual chase. Every message feels personal while running 24/7 in the background.
Create Multi-Channel Investor Campaigns
Reach your investor list through email, SMS, voicemail drops, and social DMs — all from one dashboard. Keep communication consistent, compliant, and conversational.
Two-Way Communication on Any Device
Stay connected wherever your investors are. Our mobile and desktop apps let you manage replies, schedule calls, and follow up instantly — without missing an opportunity.

Never miss an investor meeting again. RaiseGenius.ai automatically books calls, follow-ups, and discovery sessions to your calendar — powered by AI and smart automation.
AI-Driven Nurture Conversations
Turn investor inquiries into booked calls without lifting a finger. RaiseGenius automates text, email, and chat sequences designed to move investors from curiosity to commitment.
Smart Messaging Customization
Personalize every message using dynamic data fields — ensuring every investor interaction feels human, relevant, and timely.
Automation + Intelligence Built In
Our AI engine learns from every conversation, optimizing your booking and follow-up flow over time. You focus on relationships; RaiseGenius handles the scheduling.

Stop letting opportunities slip through the cracks. RaiseGenius.ai helps you manage investor pipelines, track commitments, and close capital-backed deals with confidence.
Manage Your Capital Pipeline
Track every investor from first touch to soft commitment and funding. See exactly where your capital sits in the pipeline so you can take action where it matters most.
Automate Investor Follow-Up and Tracking
Never lose momentum with prospects. Automated reminders, follow-ups, and deal updates keep investors engaged and moving toward a “yes.”
Real-Time Analytics and Capital Insights
Know how much capital you’ve raised, who’s ready to fund, and what’s still pending—all in one dashboard. Make smarter decisions and scale your portfolio faster.

Scale Your Capital Raising
Build momentum, expand your reach, and grow your investor base with intelligent automation and data-driven insights.
All Your Tools in One Platform
Everything you need to manage your capital pipeline — CRM, automations, analytics, and investor communication — unified in one seamless system.
AI-Enhanced Scaling Systems
Leverage AI to identify top-performing investor segments, optimize follow-ups, and increase your funding velocity without adding more hours to your schedule.
White-Labeled & Ready to Grow
Present a professional, branded experience for your investors from first touch to funding. Your systems, your brand — powered by RaiseGenius automation.
Discover how to automate your investor follow-ups and close more deals.



Instead of juggling 10+ disconnected tools, streamline your investor journey into one intelligent system.
RaiseGenius.ai helps you:
Find new leads automatically
Warm them up with personalized AI follow-ups
Convert investors through trust-based automation
Raise capital predictably and consistently
All without chasing, guessing, or burning out.


Instead of juggling 10+ disconnected tools, streamline your investor journey into one intelligent system.
RaiseGenius.ai helps you:
Find new leads automatically
Warm them up with personalized AI follow-ups
Convert investors through trust-based automation
Raise capital predictably and consistently
All without chasing, guessing, or burning out.
Step-by-step trainings and resources to help you implement proven systems
Live coaching and group calls where you can ask questions and get real feedback
Peer accountability and community so you never have to figure it out alone
Tech guidance and support if you get stuck — we’ll walk you through it


Step-by-step trainings and resources to help you implement proven systems
Live coaching and group calls where you can ask questions and get real feedback
Peer accountability and community so you never have to figure it out alone
Tech guidance and support if you get stuck — we’ll walk you through it

Aspiring capital raisers who want a simple, plug-and-play system to launch quickly and stay organized.
1 User / 1,000 Contacts
Investor Database Pipelines
Lead Management
Basic Email Templates
Appointment Booking
Basic Automations
CMS - Email/Text/Phone
(Pay as you go)
Full Access to Training Library
Ready to use basic Forms
Weekly Group Office Hours
Email Support
+ $297 setup fee
For active capital raisers who want automation, follow-up, and a scalable investor pipeline.
AI-powered automations that follow up for you 24/7
Unlimited contacts & investors as your pipeline grows
High-converting funnels & landing pages to bring in more investor leads
Premium email templates proven to increase soft commitments
Weekly coaching & private community to keep you moving forward
Full CRM + calendar + pipelines in one simple platform
+ $997 setup fee
For experienced operators who want a complete, branded, done-for-you capital-raising system.
Everything In Premium Plan, PLUS:
Done-for-you SMS registration to warm investors instantly
Full email template library to convert more LPs
1:1 Zoom support for customizing your automations
Hosted investor training & community platform
Done-for-you website + lead magnet system
Advanced AI automations built for scaling larger raises
+ $1,997 setup fee
See how investors and fund managers are automating their capital raising with RaiseGenius.ai.
These founders and fund managers turned automation into measurable results — now it’s your turn.
See how investors and fund managers are automating their capital raising with RaiseGenius.ai.
These founders and fund managers turned automation into measurable results — now it’s your turn.

From systems to scale — RaiseGenius.ai powers your capital raising automation.
559.206.2626
Automation & Systems
CRM & Investor Database Automation
Lead Management Pipelines
Advanced Automations + AI
Appointment Booking & Calendars
Social Media Scheduler
Email & Text Communication Center
Growth & Support
Capital Raising Funnels
Hosted Websites & Landing Pages
Done-For-You SMS Campaign Setup
Training Library & Resources
Community & Coaching Support
Subscribe to Our Newsletter
Proven tips, automation tools, and investor insights — straight to your inbox.
© 2025 RaiseGenius.ai. All rights reserved. Terms and Conditions. Privacy Policy