Capital formation, engineered.
We build the ads, call every lead, and book qualified accredited investors on your calendar. You pay only when they show.
Trusted by firms raising $10M to $150M – family offices, private equity, and institutional fund managers.
1Build
We build your entire investor acquisition system.
The campaigns, the landing pages, and everything else it takes to generate investor leads for your 506(c) offering.
2Call
Every lead gets a call, right away.
When an investor inquires about your offering, our highly trained team calls them right away.
3Book
Only qualified investors reach your calendar.
Not every call qualifies. When an investor does, we book them directly onto your primary calendar, around the events you already have.
4Meet
You only pay after the meeting happens.
You pay per appointment showed, only when you actually attend a meeting with a high-net-worth, check-ready investor. No-shows are free.
5Close
You close. We keep the pipeline full.
Your only job is to take the meeting. We keep new investors coming.
Results, client by client.
You take the meeting. We do everything else.
You pay per appointment showed.
How much are you looking to raise?
Click an amount to model your raise.
- LPs funded
Illustrative only, at a $200,000 average check.
Live in days. Appointments in weeks.
- About an hour
Onboarding packet
You fill out our onboarding packet. That's all we need to get started.
- Within days
Full deployment
Your ads, landing pages, and systems go live in your Meta account.
- 1 to 2 weeks later
Leads and appointments
Leads are coming in, and your first investor appointments are happening.
Institutional by training.
Before founding Capital Stack, Joshua Thomas valued institutional real estate at Houlihan Lokey, a leading global investment bank with expertise in mergers and acquisitions, capital solutions, financial restructuring, and financial and valuation advisory. There he valued assets public and private on behalf of the largest mega funds, hedge funds, and public REITs: data centers, hotels, multifamily, retail, and powered land, from single assets to national portfolios.
Earlier, he was an equities analyst at B&I Capital, a regulated Swiss asset manager based out of Zurich that invests in listed real estate on behalf of pension funds, endowments, and institutions worldwide. He covered REITs through the firm's long-term, risk-controlled lens: bottom-up, index-agnostic, and held for accretion rather than the quarter.
Before that, he worked the transaction side at Trinity Real Estate Investment Services in Austin, a net lease investment sales firm with more than four billion dollars of closed volume, where he saw first-hand how institutional real estate changes hands.
His first venture came earlier still. At nineteen he built Pyros, a mosquito repellent brand on Amazon, and took it to page one of its category. It was his first education in what an advertisement has to do to earn a click, and the one he has been refining since.
He holds a BBA in Finance with a concentration in real estate from the McCombs School of Business at The University of Texas at Austin.
He founded Capital Stack in Dallas–Fort Worth to bring that standard to the sponsor's side of the table, where a raise is measured the way the largest allocators measure everything else: from first contact to funded.