Capital Raise Investor Pipeline Calculator

Work back from your raise target to the number of investors, diligence conversations, meetings and outreach you need, and the weekly pace to hit it on time. Free, no login, and nothing you type leaves your browser.

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Photo: Family Office Club
Your raise
Your conversion rates

Your Results

Investors needed
Investors in diligence
Meetings needed
Outreach needed
Weekly pace

How the Calculator Works

Dividing the target by your average check gives the number of investors you need. Each conversion rate is then applied in reverse to find how many investors must reach diligence, how many meetings that takes and how much outreach fills those meetings. The weekly pace spreads the work over your timeline.

The default rates are illustrations; replace them with your own numbers. Raising faster usually comes from better targeting and a sharper one-liner, two topics in Richard's Capital Raising book and in how to raise capital from family offices.

Assumptions and Sources

Questions About This Calculator

What if my rates are unknown?

Start with the defaults, track your real numbers for a month, and update the inputs.

Should I raise a smaller first close?

Many sponsors do. Set the target to the first close and the timeline to match it.

Informational only, not financial, legal or tax advice. Confirm figures with your own advisors.