We work with fund managers at every stage.

Pre-Fund I. Fund I. Fund II. Fund III and beyond.

The problem is nearly always the same: How do you raise capital systematically in a market that doesn't reward hope?

That said, the solution changes depending on where the fund manager is in their lifecycle.

Stage 1: Pre-Fund I / Testing Your Thesis

Your situation: You have an investment thesis. You've deployed some capital (maybe from friends/family or your own reserves). You're proving the concept works. You're 18-24 months away from a formal raise.

Your problem: You don't know if your thesis will actually raise capital. You need to start building LP relationships now, but you're not sure what to build toward or how to position yourself.

What you need: The frameworks. LP Data. A clear roadmap for how to think about LP relationship-building. And enough structure to start executing now, while you still have time.

Your move: Capital OS Platform ($1K/year)

Get the frameworks. Learn the systematic approach. Start building relationships with potential anchor LPs. You have time—use it.

Stage 2: Fund I In-Market or Just Closed

Your situation: You're raising Fund I right now or you just closed it. You're proving the model works. You have early returns or portfolio momentum.

Your problem: You're exhausted. Fundraising took longer than you expected. You're wondering if you can do this again. You're isolated. No one understands the pressure except other GPs and MDs.

What you need: Community. Peer accountability. Structured curriculum that helps you think about Fund II while you're still closing Fund I. And proof that other managers are figuring this out too.

Your move: Capital OS Premium ($7,875/year)

Join the community. Execute with other managers at your stage. Build the relationships and frameworks that will make Fund II faster.

Most Capital OS Premium members close $7-8M in committed capital in their next raise in the first 4 months.

Stage 3: Fund II Approaching or In-Market

Your situation: You closed Fund I. You have early returns. You're planning Fund II or you're already out raising. This is the inflection point—Fund II is where your franchise gets built or stalls.

Your problem: Most Fund II raises die not because the thesis is bad. They die because GPs don't know how to turn their firm into a sales machine.

You don't have the structures in place. Your team doesn't have accountability. You're not tracking pipeline velocity. You're not managing your LPs systematically. You're "hoping and hustling" instead of executing.

This is why most Fund 2/3/4/5/6 raises take 18+ months. This is why most stall.

What you need: Someone to build the operational infrastructure around fundraising execution. Someone who line manages your team's pipeline, holds weekly accountability, kills wasted effort before it happens, and turns fundraising from chaos into a system.

4.2 hours a month in strategic meetings. The rest of the time, we're embedded in your team's execution—ensuring they know exactly what moves the needle and what doesn't.

You regain 150+ hours of team time because your team isn't spinning in circles anymore. Your fundraise goes from hope-based to execution-based.

Your move: Capital OS Advisory ($50-60K/year)

This is for managers raising now or in the next 18 months who are ready to build the operational backbone that separates winners from stalled raises. We have 9 slots.

Stage 4: Fund III and Beyond

Your situation: You closed Fund II. You proved the model is durable. You're either building Fund III or planning a continuation fund. You're established.

Your problem: Institutional LPs are paying attention now. You can't make mistakes. You need your LP base to be strategic and aligned. The stakes are higher.

What you need: Same as Fund 2+: hands-on execution. But now it's about building the LP base that sustains your franchise for the next decade.

Your move: Capital OS Advisory (same as Fund 2/3/4/5/6 managers)

If you're raising Fund III or beyond and you want to build a durable franchise, the mechanics don't change. Anchor LP first. Institutional base second. Execution accountability throughout.

The Diagnostic

Ask yourself:

• Are you pre-Fund I? → Platform
• Are you Fund I closing or just closed? → Premium
• Are you Fund II in-market or approaching? → Advisory
• Are you Fund III+? → Advisory
• Are you executing systematically with a team? → Premium or Advisory
• Are you planning to rely on placement agents or cold outreach? → You're not ready for any of these. Not a fit.

What Disqualifies You

Don't apply if:

• You're waiting until you need to raise to start this work
• You have a sponsor who'll fill your LP base
• You're relying on placement agents as your primary strategy
• You're hoping the market will recover and solve this for you

The frameworks, the community, and the execution support only work if you're committed to doing the work.

Ready?

Where are you in your lifecycle?

Capital OS Platform - $1K/year

Capital OS Premium - $7,875/year

Capital OS Advisory - $50-60K/year, 9 slots available

See all options here.