The Operating Suitefor YourCapital Raisefor Your Capital Raise
Six specialized products working your raise from lead to wire – inside your Slack.
- Live in your Slack in days
- Every action human-approved
- Runs on Anthropic's Claude
@CapitalStack what happened with Marcus? Had him on my calendar and the call disappeared.
Marcus rescheduled Tue 2:15 PM – he asked for Thursday instead.
New invite sent and confirmed.
Reminder sequence is running.
calendar.event.diff 66ms · crm.contact.lookup 82ms
@CapitalStack was the 2:30 vetted?
Yes – vetted Tuesday morning. Here's the trail:
- Vetting call completed – Tue 11:04 AM11:04
- Accredited – $100K+ range, prior syndication LP11:07
- Deck sent + confirmation SMS delivered11:09
crm.contact.lookup 82ms · calllog.fetch 74ms
ILLUSTRATIVE EXAMPLE
02 — How it works
Three steps. Then it's on shift.
CONNECT
Connect GoHighLevel, your calendars, and Stripe. CapitalStack learns your pipeline stages, your reminder cadence, your vetting bar.
- GoHighLevel✓ CONNECTED
- Google Calendar✓ CONNECTED
- Stripe✓ CONNECTED
- Slack · #ops-desk✓ APPROVED
oauth · scopes reviewed
ASK
Ask what a principal actually asks: “What happened with Marcus?” “Was the 2:30 vetted?” “Send yesterday's report.” Answers in seconds, with receipts.
@CapitalStack was the 2:30 vetted?
Yes – vetted Tuesday morning. Here's the trail:
- Vetting call completed – Tue 11:04 AM11:04
- Accredited – $100K+ range, prior syndication LP11:07
- Deck sent + confirmation SMS delivered11:09
- View in CRM →
crm.contact.lookup 82ms · calllog.fetch 74ms
IT DELIVERS
Confirmations go out, no-shows get chased, reports post themselves, the closed-capital ledger stays current – and anything irreversible waits for your yes.
Morning rollup for #ops-desk:
| METRIC | YESTERDAY |
|---|---|
| Booked | — |
| Held | — |
| No-show | — |
Figures pull live from your warehouse.
Send SMS follow-up to 3 no-shows?
report.compose 214ms · queue.propose 41ms
ILLUSTRATIVE EXAMPLE
03 — The suite
One seat. Six specialized products.
Each one built on the workstream we run for our own clients – and more shipping.
Accredited · $50K+ · Advisor vetting for clients
Investor Vetting
Accredited status, check size, and background on every lead – confirmed before the meeting, not after.
Moved: No Show → Rebooked Thu 5:30 PM
Appointment Intelligence
Booked, rescheduled, cancelled, no-show – every calendar change flagged in Slack the moment it happens, with the why.
Show-Rate Engine
The full confirmation sequence – email and SMS at 24h, morning-of, and 1h out, calls at 45 and 15 minutes – plus same-day no-show chase.
AI SMS Setter
Replies that vet, nurture, and book investors straight onto your calendar – nights and weekends included.
Show rate 46% · 5-wk avg 43%
KPI Command
Daily snapshots and weekly closeouts – leads, booked, shows, book rate, show rate vs trailing average – posted without being asked.
Hard Committed · updated live
Closed-Capital Ledger
Every hard commitment tracked to the dollar in real time – names, amounts, and which campaign sourced them.
ILLUSTRATIVE EXAMPLE
New products land in the same seat – your subscription just gets more valuable.
04 — Integrations
Connected to the tools you already run.
- SLACK
- GOHIGHLEVEL
- GOOGLE CALENDAR
- STRIPE
- BIGQUERY
- SMS / TWILIO
- META ADS
- + YOUR STACK
All connections via OAuth or vaulted API keys · Approved channels only · Full audit trail.
05 — Proof
The first deployment: us.
Capital Stack runs a real appointment-setting business – investor marketing for capital raisers. The suite has run that operation from day one.
On our payroll since day one.
Capital Stack – investor marketing for capital raisers
- Answers “what happened with…” from live CRM + call logs
- Runs the pre-meeting confirmation sequence
- Posts daily KPI snapshots and weekly closeouts
- Tracks closed capital to the dollar
- Bills per appointment through Stripe, reconciled automatically
INTERNAL DEPLOYMENT · IN PRODUCTION
Your raise next.
Same seat, trained on your pipeline stages, your calendar, your investors. Isolated per client.
Book a demo →06 — Under the hood
Managed infrastructure. Not a bot on a laptop.
CapitalStack runs on Anthropic's Claude – hosted on managed infrastructure. Always on. Isolated per client. Permissioned by design.
- ALWAYS UP
A hosted service, not a local session. Slack pushes events in real time.
- HARD ISOLATION
An isolated agent instance per client. Nothing shared between tenants.
- PERMISSIONED BY DESIGN
Approved channels only, secrets vaulted, full audit trail.
07 — Pricing
One platform fee. Usage billed like a utility.
The whole suite
- All six products, one seat
- Slack install + GoHighLevel, calendar, Stripe wiring
- Trained on your pipeline and vetting bar
- New products included as they ship
Usage
- AI compute metered per request
- Transparent pass-through with margin
- Tracked automatically via Stripe Billing
- One clean monthly invoice
A fraction of one hire. Specialized in capital raising. On shift 24/7.
08 — Security & control
- SCOPED ACCESS
Only the channels and systems you approve.
- SECRETS VAULTED
Credentials live in a managed store – never in prompts.
- TENANT ISOLATION
Your data never touches another client's instance.
- HUMAN SIGN-OFF
Irreversible actions require explicit approval.
09 — Get started
Put the suite to work.
A fraction of one hire. Specialized in capital raising. On shift 24/7.
- Live in your Slack in days
- Every action human-approved
- Runs on Anthropic's Claude