Concierge-level support for your capital raise

Expert hands-on guidance combined with AI-powered fundraising tools.

What it is

The Capital Raise Concierge combines our expert team with the Iceberg AI-Fundraising Assistant to guide founders through the entire fundraising journey—before, during, and after their raise.

  • Costs less than half of a founder doing it solo
  • Insights powered by Iceberg’s global database
  • Amplifies investor engagement at every stage

The problem

Takes weeks to search, compile, and validate lists

It costs a founder ~$20,000/year to effectively fundraise

10 hours/week spent on capital network development

400+ actions/week for effective outreach

8 different systems needed just to manage the process

Our solution

We automate 90%+ of the fundraising process so founders can

Save 7.5+ hours each week

Increase investor update response rates by 13x

Execute a professional, data-driven strategy

Unlock the hidden value within their network

How it works

Onboarding
Join assistant chat group, share info, start building investor list

Setup
One-month upfront fee to create investor list + launch outreach

Contacts
Contacts → First raise contact included (e.g. $500k = 125 contacts, $1m = 250 contacts)

Monthly Workflow
EOM payments based on raise target

Expected timeline

From onboarding to investor conversations in as little as 8 weeks.

Week 1

Augmented assistant chat, receive the drive link, start collaborating on deck positioning, and your dream investor contacts

Week 1–2

List finalized and delivered + set you up in Iceberg

Week 2–4

Strategy ready, sequencing begins, first meetings booked

Week 8

Meaningful investment conversations

A collaborative approach

We handle outreach, nurturing, and investor list management — you focus on the meetings and closing the deal.

We manage

  • Investor list creation, personalization, and enrichment
  • CRM + inbox
  • Outbound emailing
  • Ongoing investor relations support (team + AI)
  • Investor nurturing and engagement

You own

  • Investor meetings
  • Updating our team via the assistant with your external conversations
  • Respondingto highly specific investor questions when prompted.

Smarter fundraising at half the cost

Get a fully guided fundraising process at half the cost of going solo — saving you time, money, and stress while unlocking better investor engagement.

Half the Price, Full Support

DIY fundraising with tools + time costs ~$2,484/month. We charge about half—and guide the entire process end-to-end.

 

Toolset cost breakdown:

  • Instantly/Mailchimp (Email warmth and sending) ~$30/mth
  • Spreadsheets/Pipedrive (Tracking) ~$30/mth
  • Gemini (Editing) ~$20/mth
  • SEMrush (Spam) ~$117/mth
  • Linked in Sales (Discovering targets) ~$100/mth
  • Rocket reach (Finding Emails) ~$9/contact
  • An online community (Ongoing support) ~$75/mth
  • Advisor (Getting it right) ~$X/mth
  • Dataroom (Notion) ~$20/mth

With Iceberg Concierge:

Don’t just take our word for it

Ready to scale your fundraise?

All your questions answered

Book a time to chat with our team

No we don’t, just a subscription based on your capital raising target

We can work with founders at any stage

All founders are successfully building their capital networks and progressing the required numbers of Cold > Warm > Hot investor contacts for their raises

3 months minimum, we generally recommend 12months so we can do the pre-and-post raise support for you