AI-Powered Investor Content Creation Platform
The AI-powered platform for fund managers and wealth managers to create institutional-grade marketing collateral — built from your identity, in your voice. Never a generic template.
A working set of tools built specifically for fund managers and wealth advisors.
AI-written investor and client presentations built from your actual story, voice, and data
One-page fund summaries with automated performance data, charts, and key metrics — branded to your firm
Comprehensive performance reports with market commentary and analysis — written in your voice
Thought leadership and market insights formatted for Substack or direct distribution
AI-generated scripts, storyboards, and shot lists for founder intro videos, investor updates, strategy explainers, social media clips, and webinar content
Landing pages and website copy that sounds like you, not a template
Netlify-ready landing pages populated with your brand and content
Branded VAMI charts, monthly returns heatmaps, and quarterly returns bar charts in your brand colors
Premium Feature
Every premium member gets a personalized AI agent that learns your brand, understands your audience, and produces content that sounds like you and reflects the unique aspects of your firm — not like every other firm’s AI.
Your AI agent learns your brand voice, your firm’s unique characteristics, and your messaging framework, so every piece of content is on-brand and unmistakably yours.
Generate pitch decks, tearsheets, quarterly reports, and thought leadership pieces in minutes, not days
Create stunning visual assets that maintain brand consistency across all channels
Content is generated with common SEC and FINRA marketing guidelines in mind, and a checklist surfaces common issues to review. This is not a compliance review — all materials should be reviewed by your compliance team and legal counsel before distribution.
Track engagement, distribution metrics, and content performance in your CRM — we recommend EdgeFolio for fund managers and HubSpot, Freshworks, or Apollo.io for wealth advisors.
Automate repetitive marketing tasks, from report generation to email campaigns
Your Custom AI Agent
Welcome! I'm your dedicated AI agent. I've been trained on your brand voice, firm details, and messaging framework. How can I help you today?
Try asking:
Recommended tools
These are the external tools we recommend to the firms we work with — pick the ones that fit how you raise, sell, and publish. You set them up directly with the provider.
Purpose-built CRM for fund managers. Track investor engagement, content distribution, and follow-ups.
Marketing automation and contact management for advisors scaling their practice.
Modern sales CRM for advisors who want pipeline tracking without heavy setup.
Publish thought leadership and market insights directly to your Substack newsletter.
Start with Materials Creation. Continue with Ongoing Access. For multiple funds or offerings, choose Enterprise. All plans require an approved application.
First 30 days
Create your full set of investor materials—not just one deck or a fixed number of documents.
The higher initial fee reflects the opportunity to create everything you need from the materials the platform supports during your first 30 days. How much you complete depends on your inputs, the complexity of your materials, and your review and revision process. Completion of all materials within 30 days is not guaranteed.
Includes platform access to create, review, revise, and export your materials.
Apply for Access →After your first 30 days
Continue creating, refining, and updating your investor materials.
Finish work in progress, develop new materials, and prepare investor letters, quarterly commentary, and other investor communications.
Your subscription automatically renews at $1,499/month after the initial 30 days unless canceled. No minimum ongoing commitment. Cancel before your next renewal to avoid the next charge.
Based on the number of funds or offerings
For firms creating and maintaining investor materials across multiple funds, strategies, or offerings.
Your 30-day creation pricing and ongoing monthly pricing are confirmed before you begin.
Contact Sales →Every plan includes access to all platform tools from day one. Create, refine, and update your investor materials in one place.
Voice & Brand
Investor Materials
Data & Charts
Compliance-Aware Content
Recommended Tools
AI Agent
Community & Support
For founders
A Startup Track is on the way.
Capital Formation was built for fund managers and RIAs raising from their investors. We're now building the other side of the table — a Startup Track for founders.
If you're raising venture capital, it turns your story into investor-ready materials, built around your round — a pitch deck, a one-pager, a founder video, all in your voice, not a template's.
No plans to raise? The same engine gives any founder the essentials — a brand, a landing page, and a sharp company overview — the cohesive presence that earns trust with customers, partners, and anyone you need to take you seriously.
It's in development now. Join the waitlist and we'll bring you in as it opens.
We'll only use this to contact you about the Startup Track. See our Privacy Policy.
Guides, templates, and field notes to sharpen your fund or advisory marketing. Free content available to all visitors.
Four parts, 17 sections and a 12-month plan: build a viable firm, get ready to market, and run a capital raise on relationships that last.
Learn the structure, storytelling techniques, and design principles behind pitch decks that convert investor meetings into commitments.
How wealth advisors can use AI to produce authentic, voice-matched content at scale without sacrificing quality.
Navigate the SEC Marketing Rule with clear, actionable guidance on testimonials, performance advertising, and required disclosures.
Step-by-step video walkthrough on creating professional tearsheets that communicate performance data clearly and effectively.
Define and document your firm’s unique voice so every piece of content — from emails to pitch decks — sounds authentically you.
Subscribe to our Substack for exclusive deep-dives, templates, and strategies from industry experts.
Capital Formation is an AI-powered marketing platform built specifically for fund managers and wealth advisors. It helps you create institutional-grade pitch decks, tearsheets, quarterly reports, newsletters, and other marketing collateral — all generated from your unique voice, brand identity, and firm data. Think of it as your dedicated marketing team, powered by AI that actually understands financial services.
Capital Formation is designed for two audiences: fund managers looking to raise capital and communicate with investors, and wealth advisors looking to grow their practice and deepen client relationships. Whether you’re an emerging manager building your first pitch deck or an established firm scaling your marketing operations, the platform adapts to your needs.
Your dedicated AI agent is trained on your brand voice, firm details, and messaging framework through our Founder Interview process. Once your Voice Profile is built, the agent can generate content that sounds like you — not like a generic template. It learns your terminology, tone, and perspective so every piece of content is authentically yours. Premium members get priority processing and advanced brand voice training.
The Founder Interview is a structured, AI-guided conversation (3 sessions) that captures your story, investment philosophy, firm values, and communication style. From this, we generate your Voice Profile — the foundation that ensures all content sounds like you. It covers your background, your firm’s unique value proposition, your target audience, and the key messages you want to convey to investors and clients.
No — content is generated with common regulatory guidelines in mind, but all materials should be reviewed by your compliance team and legal counsel before distribution. The platform includes a compliance review checklist that flags common issues before download, approval workflows for internal team sign-off, and an audit trail, but these tools are designed to assist your review process, not replace professional compliance and legal oversight.
All plans require an approved application to ensure we’re the right fit for your firm. Once approved, you’ll have a guided onboarding experience where you can see the platform in action with your own brand and content. We want every member to succeed, so we invest in making sure the platform aligns with your goals before you start.
We point you to the external tools that fit how you raise and sell: EdgeFolio (CRM for fund managers), HubSpot, Freshworks, or Apollo.io (for wealth advisors), and Substack for publishing. These are tools we recommend — you set them up directly with the provider, so you decide where your content goes next.
You can cancel at any time from your account settings. Materials Creation covers your first 30 days; after that, Ongoing Access renews monthly with no minimum commitment. Cancel before your next renewal to avoid the next charge, and you’ll keep access through the end of your paid period. We don’t believe in lock-in — if Capital Formation isn’t delivering value, you should be free to leave.
No. There are no feature tiers. Every plan includes every platform tool from day one: the Founder Interview, Voice Profile, brand identity, pitch deck, fact sheets, newsletters, quarterly reports, Chart Builder, video content studio, and more.