Capital Formation · Major Gifts · Investor Relations
$64M raised under direct advisory in the last twelve months, for funds, institutions, and missions where the check matters. A newsletter with 119,000 investor-relations subscribers backs it up, and about 21,000 of them open 50 or more of those emails every six months. That is your warm door.
The doors most firms spend years trying to reach, already open. (Also happy to talk about the 100+ punk shows promoted before any of this. Better story than the résumé.)
$64M
Raised under direct advisory, last 12 months
207+
Firms advised
119K
Newsletter subscribers
21K
Subscribers who open 50+ newsletter emails every 6 months
The edge
Most capital-formation hires can work the room or read the data, rarely both. You get both.
01 — Distribution
You get a standing relationship with the people who allocate and raise capital, built one honest email at a time over years, not a list anyone bought. That comes from one of the largest investor-relations newsletters in the business: 119,000 subscribers, with about 21,000 who open 50 or more of those emails every six months.
Most teams selling into institutional capital sound like outsiders, because they are. Yours won't.
02 — Infrastructure
Most capital-formation leaders can manage relationships or read a report. Few can build the reporting and intelligence underneath it. You get someone who can, production GCP, BigQuery, and data pipelines that turn SEC filings, board minutes, and LP signals into a real-time view of where capital is moving.
That means your team owns the intelligence, instead of renting it from a vendor.
Ways to Work Together
Here's what your team gets, depending on what you actually need.
For PE, credit, and alts firms raising from institutional LPs, or for universities, hospitals, and nonprofits building a major-gifts pipeline. The relationship gets run end to end: the narrative, the follow-through, and the trust that actually closes a commitment, whether the check comes from an LP or a donor.
The two sides overlap more than people think. Foundations, endowments, trusts, and family offices fund institutional LP commitments and major gifts alike. I've advised 207+ firms raising from that exact pool, and three Bay Area nonprofits raising from the donor side of the same table.
You get real relationships with allocators, consultants, and family offices, the kind that take years to earn, plus the audience, the credibility, and a track record of closing that usually takes a firm a decade to build.
For PE/VC firms that want portfolio-level capital and distribution leadership. Your portfolio companies get someone who has actually raised from these allocators and knows what they fund.
If you're building capital formation, major gifts, or investor relations, and need someone who already has the room warmed up, let's talk. A small number of firms raising $100M+ also get me as an advisor.
Let's talk →The Engine
Your team gets automated data trains that extract proprietary signals from SEC filings, board minutes, and LP commitment data. Here's what runs under the hood.
// Proprietary Signal Extraction Pipeline
// What actually helps a fintech product or a fund raise well
$ node pipeline/sec-form-d-scraper.js
[OK] 318,000+ Form D filings indexed (2021-2026)
[OK] Cross-referenced with 13F institutional holdings
[OK] LP commitment signals extracted → BigQuery
$ gcloud ai models predict --model=lp-intent-scoring
[OK] GP profiles scored on filing + engagement signals
[OK] Intent signals: webinar attendance + form submissions
[OK] High-intent prospects flagged → CRM webhook
$ npm run verify:email-pipeline
[OK] 89,000 LP contacts, 51,000 confirmed deliverable
[OK] Validated via MillionVerifier
[OK] Stripe telemetry: churn recovery sequence active
$
51K
Confirmed-deliverable LP contacts (of 89K total)
318K
Form D filings indexed (2021-2026)
Solo
Built and deployed by one operator, no eng team
Background
Deep B2B sales background. Built and sold a social media consultancy. #1 Amazon bestselling author. Promoted 100+ punk shows. Grew up in the DIY scene and never left.
I built LP Blueprint from a failed VC fundraise into one of the largest investor-relations newsletters in the world. 119,000 subscribers, with about 21,000 who open 50 or more of my emails every six months.
Then I built the SaaS platform to match. Real-time LP check tracking. Verified contacts. Proprietary data pipelines. The whole thing runs on infrastructure I deployed myself.
I've also advised three Bay Area nonprofits, on the same side of the table as their major donors: foundations, family offices, and trusts. It's the same capital I've spent a career raising for funds, just wearing a different hat. Raising money is raising money. The trust you build to get there is the same trust either way.
I didn't learn this in a boardroom, I learned it the hard way. Since then I've gotten to walk 207+ firms through the same lessons, so they didn't have to learn them the hard way too.
If you're raising capital, running major gifts, or building the team that does, you've got a seat at the table. No pitch decks required, just tell me what you're working on.