Start hereFor the partners taking the meetings
The appointment
is the product.
We put accredited prospects on your calendar. What happens once they show up is yours, and it is the highest-leverage half hour in your raise. Read this once. Keep it open on appointment days.
If you only do three things
Open half-hour slots, 8 am to 7 pm your time, five business days out. We can only book the slots you leave open.
Book the second meeting before you hang up. Send the invite while you're still on the call.
Tell us the outcome the same day. Held, no-show, or funded. It's how the next week's ads get better.
Part 1
Set this up once
Two quick things before your first appointment.
Slack notifications
Make sure you never miss a confirmation
Confirmations, reschedules, and follow-ups all run through your client Slack channel. Anything private goes to a direct message.
Install the Slack mobile app and sign in.
In your phone's notification settings, give Slack everything: alerts, sounds, badges, and time-sensitive.
In Slack's own notification settings: All new messages · Notify me on mobile: always, even when I'm active · Schedule: every day · thread replies on.
Want the step-by-step with screenshots? Open the screenshot guide (PDF).
Pre-call video
Record it before we launch
A 7 to 10 minute education video on your investment model and the objections you hear most. Every prospect gets it before their first call with you, so they arrive aligned on the investment and more of them show. Required.
Four parts, in order.
About one minute. Four beats:
- Promise. What the video covers.
- Pain. What prospects are looking to avoid or move away from.
- Proof. Similar recent assets you ran under the same method.
- Plan. The steps of your method.
Two to three minutes.
- Give your investment method its own name.
- Walk the strategy step by step.
- At each step, show a past deal.
About a minute each, usually three to five. Use the ones you hear most on past LP calls. Each one goes:
- What they think.
- Why it's wrong.
- What's right.
- The proof.
About thirty seconds. Record all three back to back, so one video works anywhere in the funnel:
- Add the calendar invite.
- Reply to the confirmation text that goes out about an hour before the meeting.
- Not scheduled yet? Book using the section below the video.
How to record.
Any recent iPhone Pro, propped up vertically. Good light on you and a clean background. Sit or stand centered, about an arm's length away, with your head a bit above the middle of the frame.
Send us a 10 second sample first. We reply within a couple of minutes, then you can begin.
One long, uncut take. If you slip, keep going; we clip and edit it. Where a part has more than one version, like the ask or a hook for each deal, record them back to back and we cut them into separate versions.
Add photos of every asset you mention to the shared drive. We cut them into the video.
Post the raw file in your Slack channel. We edit it and put it in front of every prospect before their call.
Record your first call on Google Meet and post that too. We review it with you. Every call after that gets recorded as well.
For a worked example of this structure, see Alex Hormozi's walkthrough.
Part 2
Before the meeting
What a meeting is worth, and why your calendar matters more than anything else you control.
What a meeting is worth
One held meeting is worth about $10,000
We run the ads, call new leads, qualify them internally, and book. Not everyone comes in that way — some self-book straight off the ad, some never pick up but land on the calendar anyway. Those prospects haven't spoken to anyone yet, so the first two minutes of your call are the qualification. Either way, the confirmation hits your Slack channel 30 minutes before the appointment with their form answers, and from there it's yours.
Across our portfolio, one in eighteen held meetings funds, at an average of $180K. That's about $10,000 per calendar slot. Move your own rate from 1 in 18 to 1 in 15 and you've raised 20% more on the same ad spend.
Don't relax for the big check. Prospects who ticked $50K–$100K on the form are about twice as likely to fund as prospects who ticked $500K+. The larger box is more often aspiration than liquidity.
Speed
Fresh leads show. Old leads don't.
A lead met the same day shows at 62%. Inside 48 hours, 55%. Seven days later, 43%. Nothing else you control moves show rate this much.
Open 8 am to 7 pm, your time zone, for the next five business days. Half-hour slots. Every blocked afternoon pushes a fresh lead into an older bucket.
Have to move one? Move it into a morning slot. Post it in Slack and we rebook into the next open morning, not next week. A one-week slip costs you about a fifth of the show rate.
Take the same-day meeting. With 8 to 7 open, a lead who books Friday morning can meet you Friday afternoon. Same-day meetings show at 62%, the best of any slot.
Three minutes in, call the number on the confirmation. Five minutes, text. Ten minutes, post "no-show" in Slack and we rebook while the lead is still fresh.
Part 3
The meeting
Thirty minutes, six moves, in order. The scripts are starting points; use your own words once you've run them a few times.
Six moves
Set the clock
State the timeframe in your first sentence. It tells them your time is allocated and you're choosing to spend it here.
Then fifteen seconds on who you are, what you run, and one number that proves it.
Set the agenda, get the yes
Name the structure: their background, then your track record and the deck, then their questions, then booking the in-person follow-up. Ask if that works and wait for a spoken yes.
Add one line that this call is also you qualifying them: "We keep the partner list small, so I want to make sure this is a fit on both sides."
Find the why
Get them talking, roughly 60/40 in their favor. Work through these as a conversation, not a checklist:
- Situation. Occupation, how they hold their money today, what it earns.
- Experience. Have they done a private placement before? How did it go? If never, what stopped them?
- Timeline. "If everything checked out, when would you want capital deployed?" Listen for a tax year, a liquidity event, idle cash.
- Capacity and authority. Comfortable range, and who else weighs in: spouse, CPA, attorney. Find the second decision-maker now, not at document time.
- The real why. Income, diversification, taxes, legacy, frustration with the public market. Let them say it in their own words and write those words down.
Their motivation, in their words, in your notes.
Bridge the gap
Repeat their why back to them. Then tell the story before you show the spreadsheet — the story sells the deal, the IRR confirms it. Build it from the five beats below, with at least four proof points from your own deal and one structural urgency. Never manufactured pressure.
Surface every objection
Name what they aren't saying and answer it on this call. An unspoken objection kills more deals than a spoken one. Mirror their last few words back as a question, label the emotion without agreeing with it, and ask questions that can't be answered with a yes or no.
| What you hear | What to do |
|---|---|
| "Send me the materials" | Send them, with the second meeting already booked to walk through them together. |
| "I need to talk to my spouse / CPA" | Welcome it. "Most of our investors bring them in. Let's get all of us on a call this week." |
| "The return seems high" | Show the mechanics that produce it, the risks that price it, and what you have personally invested. |
| "Timing isn't right" | Find the real date: a maturity, a sale, a bonus. Calendar the follow-up to it. |
| "I've been burned before" | Differentiate on process: reporting cadence, communication, alignment. Proof over promises. |
| Silence or vague positivity | Ask directly: "What would have to be true for this to be a fit?" |
Nothing left to fester before the follow-up.
Never leave without the next meeting
If they're ready, close — never force it. Otherwise book the coffee, lunch, or tour three or four days out and send the invite while you're still on the call. Not local? Make it a video call. Worst case, send materials now and set a call on a named date, so the next touch is expected rather than a chase.
Before you hang up, have them save your number and start a text thread. It keeps the line open.
The pitch
Five beats, in order
The order every Move IV pitch walks, in your own deal's numbers.
What changed out there. Rates, supply, migration, regulation. The outside force that redrew the map.
The dislocation it created. The mispriced asset, the seller who has to sell, the demand nobody has built for.
The operator built for exactly this. Team, edge, alignment: why you capture the gap and others don't.
Evidence it already works. A realized exit, the current portfolio's numbers, your own money in.
Their seat, and why now. What their capital does, what they receive, and the structural window. Let urgency be a conclusion they reach.
Proof to pull from, at least four: team credentials, assets under management, your edge, downside protection, upside, local context, how the asset class held up last cycle, your own money in, a realized exit. One real exit outweighs ten projections.
Urgency
Urgency is structural or it's nothing
Accredited investors have seen every countdown timer. Manufactured pressure reads as a scam signal and dies in diligence. Real urgency is already in the deal. Surface it early and specifically.
A real closing date. "The round closes when it's full, and we're at $X of $Y." Said with a number, updated every touch.
The tax calendar. Deductions, depreciation, and deferral count in the year the capital lands. From late summer on, "funded by December 31" is the strongest legitimate deadline in this business.
Finite allocation. Units at this preferred rate, first-tranche pricing, a capped raise. Only if real. If it's real, say the remaining number out loud.
The cost of waiting. Every idle month is a month of the spread between your deal and their savings account, in dollars, on their check size. Do the arithmetic with them on the call.
Guardrails
Five rules that don't bend
Your offering documents and counsel govern. This is the floor.
Never guaranteed or promised. Every forward-looking figure is targeted or projected, said out loud, every time.
Only your own, only real, only in your own numbers. Never borrow another sponsor's results, and never imply Capital Stack's portfolio figures describe your offering. They describe our advertising, not your deal.
Verified before subscription documents go out, not assumed from the intake form.
Instructions confirmed by phone on a known number. Never changed, sent, or confirmed over email.
Structural only. A false deadline is a compliance problem, not a closing technique.
Part 4
After the meeting
Where raises are won or leak.
Cadence
A sprint, then a drip
One in three fund inside two weeks. The fast closes happen early, which is why meeting two goes on the calendar inside four days.
One in five funded investors took longer than two months, and they carried about a quarter of the dollars. The drip is a real share of your raise. The drip is a third of your raise.
Same-day recap. Before you stand up: CRM stage moved, notes in. Within the hour, a short email in their words, plus a personal video message thanking them and recapping next steps.
You told me you're after [their why, in their words].
We agreed [next step]. Deck attached.
[Day] at [time] is on both calendars for [coffee / tour / call].
A value touch, not a check-in. Something that answers their actual objection: a market report, a reference investor's number, the tour video. "Just following up" teaches them to ignore you.
Meeting two. In person if at all possible; bring two printed decks. Video follow-ups get our automated reminders. Custom-location bookings get a calendar invite only, so confirming that one is on you.
Bring in the committee. Spouse, CPA, attorney. Invite them yourself before they ambush the deal at document time. A CPA who has met you is an ally. One who hasn't is a veto.
Verbal to documents, same day. A soft commit is perishable. Subscription documents go out the day of the verbal, with a specific funding date.
The scheduled drip. A named touch every five to seven days: deal progress, a new proof point, the fill level, the tax calendar. A quiet prospect isn't dead, just under-followed-up.
The CRM sweep. Every open prospect has a next touch with a date on it, or they're leaking.
Appointment-day card
The whole playbook on one page
Keep it beside the monitor.
Before the call
Read the confirmation in Slack: their capacity, timeline, and what they said they want
Quiet room, on a computer, Google Meet recording on
Dial exactly on time
No-show? Call at 3 minutes, text at 5, post in Slack at 10
On the call
Open with the timeframe and a hard stop
Lay out the agenda and get a "yes"
Let them talk. Find out why they want to invest, and who else decides
Tell the story before you show the numbers
Ask what's holding them back, and answer it now
Book the second meeting and send the invite before you hang up
Have them save your number and text you
After the call
Move the CRM stage and write your notes
Send the recap email and a short thank-you video
Day 2: send them something useful
Day 3 or 4: meeting two, in person
Print the card on one page.
Working with us
What we need back from you
Outcomes get recorded, or the campaign can't improve. Three habits.
Move the CRM stage after every meeting. Held, no-show, follow-up, pending, closed. We read those stages to decide which ads and audiences get your budget next week.
Tell us the same day. Reported within hours, it gets rebooked while the lead is still fresh. Reported a week later, it's a 43% lead by the time anyone calls.
Report funded capital when it lands. Investor, amount, date. It's how we tune toward the leads that fund, not just the leads that book.