The Capital Flow Podcast
The Capital Flow Podcast dives deep into the real stories behind raising capital — the wins, the setbacks, and the lessons that shape successful investors and fund managers. Hosted by Dallon Schultz, founder of Capitallyst Pro, each episode unpacks proven strategies, systems, and mindsets that help capital raisers scale with trust and automation.
The Capital Flow Podcast
Building Trust, Closing Deals: Our Take on Raising Capital Right
The hardest part about raising capital isn’t finding money—it’s building enough trust that investors offer it.
Learn what’s working right now to attract aligned investors, accelerate trust, and raise capital more consistently.
Join our FREE Weekly Capital Flow Workshop → https://capitallystpro.io/workshop
About the Show:
The Capital Flow Podcast helps capital raisers and fund managers create momentum in their capital, business, and life. Host Dallon Schultz interviews real capital raisers and experts who’ve built systems that attract resources—instead of chasing them.
Episode Summary:
In this special episode, Dallon Schultz and Paul Kartchner tackle the 20 most common questions they get from capital raisers in workshops, coaching calls, and the Capitallyst Pro community. This isn’t a guest interview—it’s a candid breakdown of the real issues operators face: trust-building, investor communication, automation, follow-up, and the emotional toll of raising capital.
They explain why many capital raisers focus too much on the money, how to improve email deliverability, and what makes strong investor relationships stand out. They also share personal stories—from lost investors due to poor follow-up to workflows that changed everything. You'll hear specific tools, frameworks, and automation strategies that let you nurture relationships at scale—without losing the personal touch.
If you're looking to attract better investors, save 10+ hours a week, and raise capital with more clarity and confidence, this one’s for you.
Sponsor Spotlight:
This episode is brought to you by Brad Blazar and Capital School, the elite program for capital raisers ready to scale their business or real estate operation.
👉 Learn more or apply here: https://go.bradblazar.com/apply-page
Key Takeaways:
- Trust takes time. Most raisers rush for money instead of building long-term credibility.
- Simpler emails outperform fancy templates. Plain-text + segmentation = higher deliverability.
- Strong investor relationships are built on consistent, genuine touch points—and systems help.
- Use engagement scoring and automations to know exactly when to follow up personally.
- Most raisers lose investors due to weak nurture. Weekly education helps you stay top of mind.
- Automating 80–90% of tasks frees up more time for the real work: human connection.
Resources Mentioned:
- CliftonStrengths Assessment
- Engagement Scoring
- Trust Timeline vs. Pipeline
- Investor Qualification Quiz Funnel
- Plain-text Email Formatting Best Practices
Capitallyst Pro Resources:
Weekly Capital Flow Workshops → https://capitallystpro.io/workshop
Email Deliverability Checklist → https://capitallystpro.io/email
ChatGPT Copywriter SOP → https://capitallystpro.io/copy
Legal Disclaimer:
This podcast is intended for informational and educational purposes only. It does not constitute legal, financial, or investment advice, nor is it a solicitation or offer to buy or sell any securities. The hosts and guests share personal experiences and general insights about raising capital compliantly; however, every situation is unique, and compliance with securities laws depends on specific facts and circumstances. Listeners and viewers should seek their own qualified legal, tax, and financial counsel before taking any action. The hosts and production team disclaim any liability for decisions made based on the content of this program.