For real estate syndicators, fund managers and sponsors

The easy button for capital raisers.

Tell your story. Keep every relationship.

One partner for your website, your CRM, your investor follow up and the AI that runs it all in the background.

The problem

You are great at raising capital. Your systems are held together with duct tape.

Most sponsors outgrow their tools long before they notice. The cost shows up as missed follow ups and investors who never hear from you again.

  • Spreadsheets for a CRM

    Investor names live in three spreadsheets, an inbox and your phone.

  • Follow up that depends on memory

    A warm lead goes cold because nobody sent the second email.

  • Hours lost to busywork

    Notes, reminders and updates eat the time you should spend raising.

  • A website that undersells you

    Your site does not reflect the track record you have built.

What we build

Everything you need to run the raise.

Three systems, built to work together, so nothing falls through the cracks.

01

Website and Landing Pages

Professional, conversion focused sites that tell your story and turn visitors into investor conversations.

  • Custom design, mobile first
  • Lead capture on every page
  • Fast, secure, yours to own
02

CRM and Automation

Track every contact, every interaction and every call, with follow up that sends itself.

  • Investor pipeline in GoHighLevel
  • Email nurture sequences
  • Reminders and tasks, automated
03

AI Deployment

Systems that work for you in the background, so you spend your time on relationships.

  • Call notes summarized to the CRM
  • Drafted replies and follow ups
  • A knowledge assistant for your team

Proof

Built for capital raisers like you.

  • CRM buildout
  • Email templates
  • Investor follow up

An investor CRM in GoHighLevel so every contact, call and follow up lives in one place during a raise.

Lanmark CapitalJonathan Allen

Starting Point Capital website, built by Oak and Vine Labs
  • New website
  • Lead capture
  • Nurture sequence

A full website rebuild that tells the firm's story clearly and routes every inquiry into an automated nurture sequence.

Starting Point CapitalJeremy Dyer

Oak and Vine Capital website, built by Oak and Vine Labs
  • Website
  • CRM and automation
  • AI systems

The full stack, built and used daily: website, progressive lead capture, CRM pipeline, email nurture and AI that handles the busywork.

Oak and Vine CapitalNick Stromwall

An Oak and Vine Labs product

Prefer software you run yourself?

Capital Coach OS gives capital raisers a plan, a coach and an investor pipeline that tells you exactly who to call next.

Free guide

Not ready for a call yet?

Get the free Capital Raiser Systems Checklist. A short, practical look at the systems every capital raiser needs, and where to start.

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Book a call

Let's talk about your raise.

Thirty minutes with Nick Stromwall. We will look at your website, your CRM and your follow up, and you will leave with a clear plan, whether or not we work together.

Prefer to talk now? Call 612-451-6200