CapsLock is a tech-enabled placement agent.

We help firms manage their fundraise and close capital.

an illustration showing slide decks, a CRM, a gantt chart, and a project timeline

Fundraising can be brutal.

It's taking longer and longer to raise a fund, which is a distraction from...everything else.
22 mo
20 mo
18 mo
16 mo
14 mo
12 mo
10 mo
2019
2020
2021
2022
2023
2024

CapsLock is the fundraising partner we wish we had when we were investors.

We're not like other fundraisers — tech powers everything we do.
Top of Funnel

Automated Outreach at Scale

Other Fundraisers
Automated outreach at scale to underpenetrated investors
Manual outreach to the same Preqin / Pitchbook contacts as everyone else
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CRM

Custom-Built CRM

Other Fundraisers
Custom-built CRM for speed and software integration
Non-standardized use of clunky tools and disorganized spreadsheets
an illustration showing a custom build CRM
Data Room

Guided Tour Data Rooms With Tracking

Other Fundraisers
Fully-designed “guided tour” data rooms with robust engagement tracking
Poorly organized “files in folders” data architecture with little-to-no trackability
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Diligence

AI-Powered Automation

Other Fundraisers
AI-powered automation with complementary multimedia assets
Human-capital intensive question and answer with limited scalability
an illustration showing AI powered automation
Closing

Digital Closing Processes

Other Fundraisers
Digital closing processes integrated alongside rest of diligence process
High-volume paperwork rife with errors and analog remediation
an illustration showing automation of closing processes
an illustration showing automated outreach
an illustration showing a custom build CRM
an illustration showing organized data rooms
an illustration showing automation of closing processes
an illustration showing AI powered automation

We offer two primary services with simple pricing and incentives that are fully aligned with you.

Fundraising Preparedness

We help you prepare your materials — deck, data room, and pitch — for a successful fundraising journey.

We help craft and refine your pitch
We’ll train you on how to tell your story
We populate your data room
We back your deck up with the details LPs need
We’ll make your deck stand out
We’ll draft and design the entire thing

Fundraising
as a Service

We handle outreach, take meetings, and manage the ongoing relationship with investors.

We handle due diligence
We use AI to speed up diligence response time
We take pitch meetings for you
We’re not just organizing meetings for you to pitch
We reach out to LPs at scale
With a robust database and rich automation

Our founders have a track record of building companies and funds from the ground up.

Michael New

Co-Founder & CEO

Westy Hopkins

Co-Founder & President

Most funds already outsource their…

Accounting

Admin

Hiring

Legal

PR Assets

Lead Gen

Accounting

Admin

Hiring

Legal

PR Assets

Lead Gen

Accounting

Admin

Hiring

Legal

PR Assets

Lead Gen

Accounting

Admin

Hiring

Legal

PR Assets

Lead Gen

CapsLock makes it easy to confidently outsource your fundraising too.

I'm a fund manager

Interested in learning more about working with CapsLock.
Get in Touch

I'm a fund investor

Interested in hearing more about CapsLock's clients.
Get in Touch