The hardest part about raising capital isn’t finding money—it’s earning enough trust that investors offer it.

 Learn what’s working right now to attract investors, accelerate trust, and raise capital on autopilot.

Join our FREE Weekly Capital Flow Workshop→ https://capitallystpro.io/workshop

The Capital Flow Podcast helps capital raisers and fund managers create flow in their capital, business, and life by learning from those who’ve built systems that attract resources instead of chasing them. Each week, host Dallon Schultz interviews real capital raisers and industry experts who share the strategies, systems, and stories behind raising millions with trust-based relationships.

In this episode, Dallon Schultz sits down with Mat Sorensen, CEO of Directed IRA and author of the industry-leading book The Self-Directed IRA Handbook. Matt breaks down how IRAs and 401(k)s are the single most overlooked funding source for real estate deals, private equity, and alternative investments. With over $40 trillion sitting in retirement accounts, fund managers and capital raisers who learn to unlock this pool of capital are gaining a serious edge. Mat shares insights into what qualifies as a self-directed IRA, how to help your investors access these funds, and how Directed IRA makes the process simple and compliant. This episode is a must-listen if you want to raise more capital without asking people to dip into their cash reserves.

Follow Mat at @matsorensen on Instagram or visit https://directedira.com to learn more.

Sponsor Spotlight:
This episode is brought to you by Brad Blazar and Capital School, the Elite Program for Capital Raisers that are looking to scale their business or real estate. 👉 Learn more or access the special offer here: https://go.bradblazar.com/apply-page

Key Takeaways:

• Retirement accounts are the most underutilized capital source—over $40 trillion is sitting in IRAs and 401(k)s.
• Asking investors if they have money in a retirement account opens the door to larger and easier commitments.
• Self-directed IRAs allow investors to move funds from traditional custodians like Schwab or Fidelity and invest in alternative assets like real estate, private equity, and syndications.
• There’s a simple three-step process: open an account, roll over funds, and direct the investment—Directed IRA makes it easy.

Resources Mentioned:

• The Self-Directed IRA Handbook by Mat Sorensen
• Directed IRA Podcast
• Self-Directed IRA Summit (SDIRASummit.com)
• Return on Hustle (ROH) as a time allocation framework

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.

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.

The hardest part about raising capital isn’t finding money—it’s earning enough trust that investors offer it.

Learn what’s working right now to attract investors, accelerate trust, and raise capital on autopilot.

Join our FREE Weekly Capital Flow Workshop → https://capitallystpro.io/workshop

The Capital Flow Podcast helps capital raisers and fund managers create flow in their capital, business, and life by learning from those who’ve built systems that attract resources instead of chasing them. Each week, host Dallon Schultz interviews active capital raisers and experts who share the strategies and systems behind raising millions with trust-based relationships.

In this episode, Dallon sits down with Michael Guthrie, Managing Partner of Pacific Capital and founder of Wealth Mission Group. With $80M+ in private equity raised, Michael walks us through his first-ever capital raise—pulling in $6M from his phone contacts using a thoughtful text and the trust he’d built over time.

Michael shares how he transitioned from building a nationwide ATM business to investing in multifamily real estate to solve his own tax problem. His story reveals how relationship capital, not pitch decks, drives real investment. He unpacks how discovery-based conversations, emotional intelligence, and authenticity win investor trust—especially in today’s market.

Connect with Michael at https://wealthmissiongroup.com
or text him at 509-270-6701.

Sponsor Spotlight
This episode is brought to you by Brad Blazar and Capital School, the Elite Program for Capital Raisers that are looking to scale their business or real estate. 👉 Learn more or access the special offer here: https://go.bradblazar.com/apply-page

Key Takeaways

• Your first raise can come straight from your phone—Michael raised $6M with one personalized message.
• Start with a discovery call, not a pitch—find out if your investor wants appreciation, cash flow, or tax benefits.
• Don’t make assumptions—Michael nearly skipped a contact who invested $3M across multiple deals.
• Every investor matters—treat $25K and $1M investors with the same respect and care.
• Trust is built through availability and consistency—show up the same way every time.

Resources Mentioned

• “Who Moved My Cheese?” by Spencer Johnson
• The concept of “Investor Fatigue” and asset class pivots
• 30-second video messages to stay top of mind
• Appreciation vs. Cash Flow vs. Depreciation as investor drivers

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.

The hardest part about raising capital isn’t finding money—it’s earning enough trust that investors offer it.

Learn what’s working right now to attract investors, accelerate trust, and raise capital on autopilot.

Join our FREE Weekly Capital Flow Workshop→ https://capitallystpro.io/workshop

The Capital Flow Podcast helps capital raisers and fund managers create flow in their capital, business, and life by learning from those who’ve built systems that attract resources instead of chasing them. Each week, host Dallon Schultz interviews real capital raisers and industry experts who share the strategies, systems, and stories behind raising millions with trust-based relationships.

In this episode, host Dallon Schultz speaks with David Zeff, Founder and President of Sterling Real Estate Partners Group, and Leanne, who together bring more than 40 years of combined experience in commercial real estate, multifamily acquisition, and operational execution.

David shares his shift from California office properties to residential multifamily during the Great Recession, emphasizing why strong operations and landlord-friendly markets shaped Sterling’s strategy. Leanne explains how her property and asset management expertise became central to Sterling’s underwriting and execution, stress-testing deals before acquisition.

They discuss their approach to pairing vision with operations from day one, why on-site staff should be treated like CEOs of the property, and how culture, staffing, and tenant experience directly drive returns.

Sponsor Spotlight
This episode is brought to you by Brad Blazar and Capital School, the Elite Program for Capital Raisers that are looking to scale their business or real estate. 

👉 Learn more or access the special offer here: https://go.bradblazar.com/apply-page

Key Takeaways
• Great acquisitions succeed only when aligned with capable operations early in the process.
• On-site managers are the CEOs of the property; invest in them and turnover decreases.
• Expect operational surprises; flexibility and rapid decision-making are critical.
• Strong community culture originates with staff engagement, not amenities.

Resources Mentioned
• Quote: “Acquiring the deal is the easy part. The money is made in the management.”

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.

The hardest part about raising capital isn’t finding money—it’s earning enough trust that investors offer it.
Join our FREE Weekly Capital Flow Workshop → https://capitallystpro.io/workshop

Learn what’s working right now to attract investors, accelerate trust, and raise capital on autopilot.

The Capital Flow Podcast helps capital raisers and fund managers create flow in their capital, business, and life by learning from those who’ve built systems that attract resources instead of chasing them. Each week, host Dallon Schultz interviews real capital raisers and industry experts who share the strategies, systems, and stories behind raising millions with trust-based relationships.

In this launch episode, Dallon Schultz and Paul Kartchner, Co-Founders of Capitallyst Pro, share the core framework behind the show and what listeners can expect moving forward. They explore three principles that define modern capital raising:

1. Raising vs. Attracting Capital — Build visibility so opportunities come to you.
2. Sales Pipeline vs. Trust Timeline — Guide investors through trust, not pressure.
3. It’s Not Who You Know, It’s Who Knows You — Let credibility and authenticity create capital flow.

Through their own experience and stories from upcoming guests, Dallon and Paul show how systemizing trust and visibility leads to consistent capital flow and stronger investor relationships.

Sponsor Spotlight
This episode is brought to you by Brad Blazar and Capital School, the Elite Program for Capital Raisers looking to scale their business or real estate. Learn more or access the special offer here → https://go.bradblazar.com/apply-page

Key Takeaways
• Shift from raising to attracting capital
• Replace your sales pipeline with a trust timeline
• Create flow by removing relationship friction
• Let authenticity and value lead your brand
• Money flows where value leads

Resources Mentioned
Concept Highlight: “Trust is the true currency of capital.”

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. Listeners should seek qualified legal, tax, and financial counsel before taking action. The hosts and production team disclaim any liability for decisions made based on this program.