Scaling Meta ads for sponsors raising under Regulation D 506(c).

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
  • Private credit
  • Real estate sponsors
  • Energy funds
  • 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 clicks your ad and submits their information, our trained team calls them right away.

3Book

Only qualified investors reach your calendar.

We book them straight onto your calendar, in a slot you already have open.

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.

6Proof

$33.5M closed.

$33,499,661 from 199 LPs across 13 clients.

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, at a $200,000 average check.

  1. Investor inquiries

    Every one gets a call

  2. Meetings booked

  3. Meetings showed

  4. LPs funded

Ad spend
Return on ad spend

Illustrative only. Ad costs rise and conversion eases as a budget scales: the model runs from $90 per investor inquiry, 52% booked and 52% showed at $1M, to $165 per inquiry, 40% booked and 42% showed at $100M, with 10% of meetings closing and a $200,000 average check throughout. Return on ad spend is capital raised divided by ad spend, which is media cost only. Not based on client results and not a guarantee.

Live in days. Appointments in weeks.

  1. About an hour

    Onboarding packet

    You fill out our onboarding packet. That's all we need to get started.

  2. Within days

    Full deployment

    Your ads, landing pages, and systems go live in your Meta account.

  3. 1 to 2 weeks later

    Leads and appointments

    Leads are coming in, and your first investor appointments are happening.

The team.

Joshua Thomas, Managing Partner of Capital Stack

Joshua Thomas

Houlihan LokeyTexasMcCombs

Managing Partner

Joshua Thomas is the Managing Partner of Capital Stack, where he leads paid advertising, client acquisition and business development. He joined from Houlihan Lokey, where he valued real estate for the largest mega funds, hedge funds and public REITs.

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Tharun Senthil, Partner and Head of Operations at Capital Stack

Tharun Senthil

UT Dallas

Partner, Head of Operations

Tharun Senthil is a Partner at Capital Stack and leads its operations. A full-stack engineer, he designed and built the platform behind every raise the firm runs, from the first investor inquiry to the booked meeting, and leads the team that runs it.

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Mo Hoosen, Account Lead at Capital Stack

Mo Hoosen

B2B & B2C Sales

Account Lead

Mo Hoosen is an Account Lead at Capital Stack and often the first voice an accredited investor hears. He brings five years in sales and client management, building rapport quickly and turning inquiries into sales.

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Brandon Carlan, Account Lead at Capital Stack

Brandon Carlan

U.S. Army Veteran

Account Lead

Brandon Carlan is an Account Lead at Capital Stack. A U.S. Army veteran who enlisted straight out of high school, he is fluent in English and Spanish and brings a background in sales development to every investor conversation.

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Board of advisors.

Anto Thomas, Strategic Advisor to Capital Stack

Anto Thomas

USAAHarvard

Strategic Advisor

Anto Thomas is a Strategic Advisor to Capital Stack and the Managing Partner of AWF Labs. He was Head of the Data Management Office at Canoo and Director of Data Analytics and AI/ML at USAA, after two decades in enterprise data architecture.

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William H. Cunningham, mentor and advisor to Joshua Thomas

William H. Cunningham

UTSystem

Mentor & Advisor

William H. Cunningham has been a personal mentor and advisor to Joshua Thomas, Capital Stack’s Managing Partner, since his days at The University of Texas at Austin. He was president of UT Austin, chancellor of the University of Texas System, and a 24‑year director of Southwest Airlines.

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Shameer Soni, Legal Partner to Capital Stack

Shameer Soni

PSBP LawEmory Law

Legal Partner

Shameer Soni is Capital Stack’s Legal Partner and a Partner at PSBP Law, a real estate and business law firm in Dallas and Frisco. His team has closed more than $3.5 billion in real estate transactions since 2020, most of them multifamily.

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Eljona Shkreli, Investor Relations Advisor to Capital Stack

Eljona Shkreli

HER Advisory

Investor Relations Advisor

Eljona Shkreli is an Investor Relations Advisor to Capital Stack and the Founder and CEO of HER Advisory, which helps emerging fund managers raise capital and build institutional investor relations. She was a Vice President in private banking at Citi.

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Your next raise deserves more than guesswork.

30 minutes · private · no obligation

Question 1 of 4
How is your current offering structured?