

In just 90 days, you’ll walk away with
scroll-stopping messaging, marketing materials and systems you need to confidently promote your customizable fund and individual investment offerings.
Month 1: Nail Your Messaging & Brand Identity
Messaging Workshop + Interview (Weeks 1–2)
Webinar: How to Create Messaging that Converts
Capital Clarity Interview
Outcome: Dialed-in messaging that clearly explains who you help, how you help, and why you’re different, making all future marketing faster and easier.
Logo & Brand Guide (Weeks 3–4) DONE-FOR-YOU
2 custom logo options (plus 1 revision)
Avestor banners, LinkedIn & Facebook
3-page brand guide (colors, fonts, logo files)
Outcome: A professional, cohesive visual brand that builds trust and helps you show up consistently everywhere.
Month 2: Launch Your Website & CRM Systems
Website Setup (Weeks 5–6)
Receive customizable Lightmark GHL template, uploaded into your Avestor CRM
Step-by-step setup videos
Website checklist + domain set up assistance
Outcome: A high-converting website that positions you as credible and makes it easy for investors to take action.
+ DONE-FOR-YOU OPTION AVAILABLE FOR AN ADDITIONAL COST
CRM Setup (Weeks 7–8)
Plug-and-publish CRM built for capital raisers
SMS & A2P configuration done for you
Prebuilt pipeline, calendars, SMS & email reminders + Investor Club automations
7-email welcome series
Outcome: A backend system that captures, nurtures, and books investor calls, without the manual work.
Month 3: Build Authority Online & Plan for Growth
Social Media Profiles (Weeks 9–10)
Training: How to set up LinkedIn + Facebook properly
Tips for creating content that attracts investors
Social Media Post ideas
Outcome: Professional online presence + content strategy that positions you as an expert in your niche.
Wrap-Up & Next Steps (Weeks 11–12)
Strategy session: What’s next in your growth journey
Outcome: Clarity on how to scale your lead gen, content, or marketing support as you grow.

Launch Your Fund with Confidence. Market with Success.