CapitalFormation.ai is live — apply for founding access  →
The platform is live · CapitalFormation.ai

Marketing that moves capital.

For 25 years, Catalyst built fund managers’ pitch decks, tear sheets, and investor letters by hand. That methodology is now an agentic platform — CapitalFormation.ai — and it’s live.

The platform is live  ·  Patent-pending methodology  ·  Founding access is limited
About Catalyst

Two decades in the room where capital gets raised.

Founded by Jennifer Bruno, Catalyst has worked alongside asset managers through every stage of the capital raise — from first positioning to final close.

Built by an insider, not an agency.

Jennifer Bruno brings 20+ years in alternative investments — investor relations, capital raising, and marketing — to every engagement. A journalism degree shapes how she works: ask the sharper question, cut the jargon, respect the audience.

After a decade of advising Catalyst clients — hedge funds, CTAs, digital asset managers, VC and PE — she deeply understands how to help fund managers sharpen their story and build the marketing infrastructure allocators prefer to engage with. She currently also serves as Director of Investor Relations for a multi-strategy asset manager — an insider's perspective that informs every tool Catalyst builds.

Today, Catalyst is evolving from a traditional advisory firm into a (1000x more efficient) platform: Capital Formation Intelligence — practical tools, frameworks, and AI-enhanced resources that put a decade of playbooks into the hands of the managers building what's next.

20+
Years across investor relations, capital raising & marketing
10
Years of Catalyst playbooks, now built into the platform
6
Core specialties: hedge, CTAs, digital assets, VC, PE & RIAs
FINRA
Series 3 active; Series 7, 6, 63 & 66 licenses previously held
Why? We Listened to You

When prospects are ready, you need to be ready too.

By the time your prospects are lining up to hear about your offering, you realize you don't have time to keep them waiting…and you can't show up empty handed. And as a new or emerging business, you can't afford (or prefer not to) spend a fortune on investor materials and you don't have weeks or months to get up and running.

Before

Weeks or months of guesswork.

  • Weeks (or months) working through the creative process from scratch.
  • Days or weeks just finding someone who understands the space and can design for it.
  • $7K–$30K per deck at traditional creative firms that serve financial services.
  • And the hardest part of all: still struggling to put your actual edge into words.
After

Clarity, in your voice — in days, not quarters.

  • A patent-pending dynamic interview that captures your actual offering, process, and edge — in your voice.
  • Investor materials drafted at 80% on day one, built on a decade of allocator-tested structures.
  • A fraction of the traditional cost — and a platform that keeps adding value to your ongoing investor communications.
  • Built specifically for asset managers and wealth managers/RIAs. No generic agency translation required.
Pricing

Invest in your brand's future.

Choose the plan that fits your firm's needs. All plans require an approved application.

Smart, fast, cost-efficient — and still human.

Capital Formation Intelligence pairs the latest technology and systems with a decade of allocator-tested playbooks. The result: a platform that's faster, smarter, and a fraction of the cost of traditional creative agencies — without sacrificing the quality serious investors expect.

Want a human in the loop? You can book paid 1:1 time with Jennifer when you want another set of eyes, a sharper line, or someone who's been through the raise before.

Starter
$499/month
For emerging managers and advisors building their brand and first pitch deck.
Enterprise
Custom
For firms running multiple funds or offerings — one interview, with a dedicated segment for each.
See full plans & apply

All plans require an approved application. See full features and current pricing on the platform.

The Platform

Meet Capital Formation Intelligence.

capitalformation.ai is 25 years of fund marketing, made fast. It interviews you, captures your brand and your voice, then your dedicated agent builds your materials in minutes — drawn only from your story, never a template. It’s live now.

Apply for Access

Positioning & Narrative

Turn your real edge into a pitch that lands — decks, teasers, and one-pagers built on the structures allocators actually read.

Investor Communications

Letters, updates, and fundraising narratives that compound credibility between meetings — not scramble for it after.

Capital Raise Playbooks

The workflows, sequences, and CRM patterns we've refined over a decade, codified into tools you can run yourself.

AI-Enhanced Drafting

Copy, messaging, and research support tuned to institutional-grade standards — so drafts start at 80%, not zero.

Brand & Website Systems

Visual identity, site architecture, and content systems built for firms that compete on credibility.

Benchmarks & Playcalls

What's working in capital formation right now — distilled from the managers and allocators we work with every week.

How Access Works

Three steps in. Your materials out.

Access to CapitalFormation.ai is application-based, even now that it’s live. We built it this way so every firm inside the platform gets the attention the work requires.

1

Apply.

Tell us about your firm, your stage, and what you're raising. We review every application personally and respond within a few business days.

The platform is live — founding access is limited.
2

Complete your interview.

Once accepted, you'll work through a patent-pending dynamic interview — roughly 100 questions tailored to your strategy, structure, and audience.

A few hours to a few days, at your pace.
3

Get materials in your voice.

Your answers become drafts — decks, teasers, one-pagers, and communications — built on allocator-tested structures and written the way you actually speak.

Refine inside the platform. No agency hand-offs.
Who It's For

Built for the full range of capital raisers.

Capital Formation Intelligence is designed for any firm that needs to tell a sharp story to sophisticated investors — asset managers raising across alternatives, and wealth managers/RIAs building client-facing practices.

Asset Managers

Hedge Funds

Launch messaging, investor letters, and capital raise systems.

Asset Managers

Managed Futures & CTAs

Program narratives, performance reporting, and allocator-ready positioning.

Asset Managers

Venture Strategies

Thesis-first positioning and LP updates for emerging and established managers.

Asset Managers

Digital Asset Managers

Institutional-grade narratives that translate novel strategies into credible stories.

Asset Managers

Private Equity & Real Assets

Fund narratives, DDQs, and LP communications that compound trust.

Wealth

Wealth Managers/RIAs

Practice positioning, client communications, and growth systems that earn introductions.

Apply for Access

The platform is live.

CapitalFormation.ai is live, and I’m bringing in a limited number of founding members — I read every application myself. If you’re raising and want your edge on the page, apply on the platform.

Apply for Access

Applications are reviewed personally. You can reach Jennifer directly at jen@capitalformation.ai.