Confidential
Source: Working call, 25 Aug 2026
For: Bruno & Bernardo, [Firm]
Proposal & Scope of Work
The full paid-acquisition machine for your capital-raising offer: ads, webinar funnel, application, retargeting, booking, and reporting — built once, then managed daily. You take the calls and close. We fill the calendar.
Everything in this document comes from our call on 25 August. Where numbers appear, they are modeled from campaigns we have actually run in this space — not promises. The two investment options are at the end. Pick one, and we start building for a September launch.
Section 01 — Where you're headed
The position you asked for
Your words on the call: "September, we launch ads — and we have both my calendar and one closer fully packed." Here is what that takes, what it costs, and what it returns.
The offer this feedsYour done-for-you raise: engagement fee up front, commission on the back end, warm introductions — not cold email.
The buyerFounders raising Series A–D — validated, not broke, not yet institutional — plus emerging fund managers.
The edge we sellJust under 1,000 investor relationships — VCs, family offices, angels, syndicates — concentrated in venture.
The longer gameScale the done-for-you offer toward $500–700K/mo, then launch the low-ticket info offer as a downsell.
Section 02 — Investment
Two ways to structure it
Identical build and identical ongoing management either way. The only difference is how the risk splits: more up front and less of the upside, or less up front and more of it.
Option A — Front-weighted$25,000 build
+ 10% of revenue ongoing, for management
You keep more of the upside as this scales. The right pick if you expect it to get big.
"Revenue" means: cash collected by [Firm] from clients originated through the channels built under this engagement — engagement fees, retainers and success fees — reconciled monthly. Management includes daily media buying and kill/scale calls, creative refresh scripting, funnel and webinar optimization, AI setter management, and the weekly report. À la carte: editing of your filmed footage at [rate — TBD].
Section 03 — The machine
How a stranger becomes a booked, pre-sold call
By the time someone reaches Bruno's calendar they already know the offer and the price. The call handles objections and collects payment — it doesn't pitch. Live weekly at first, flipped to evergreen once proven.
Section 04 — Scope of work
What gets built
Deliverable
What it is
Owner
01
Avatar & angle map
Exact buyer definition and the pain-point angles every ad is built from.
Catalyst
02
Ad creative
Talking-head scripts and shot lists, plus case-study image ads from your wins.
CatalystYou film
03
Webinar framework
Complete skeleton — structure, positioning, flow, offer, close. You fill in your content.
CatalystYou present
04
Funnel build
Registration, webinar room, booking and thank-you pages, plus the application and its hard disqualification logic.
Catalyst
05
AI setter + pre-call retargeting
Text agent that books qualified applicants around the clock, then ads and emails that answer objections before the call.
CatalystYou film
06
Launch, daily management & reporting
Kill/scale calls every morning, budget and creative refresh, plus a live dashboard: spend, cost per call, show rate, revenue per angle.
Catalyst
Editing of your footage is à la carte — see Section 02. Scripts, shot lists and creative direction are always included.
Section 05 — The split
What we need from you — and what this isn't
We need from you
Film the ads. We write them; you record. Trust is the product here — your faces sell it.
Case studies we're allowed to name and quote.
Present the webinar live, weekly — until it's proven and flips to evergreen.
Take the calls. Bruno from day one, closers on your schedule.
Ad spend, direct to Meta. Start ~$150/day (~$4,500/mo), scaling as winners prove out.
Not included
Sales recruiting, training or closing. You want to own this — we agree.
Cold email. The positioning moves you away from it. None is built or sent.
Video editing. À la carte; scripts and direction are included.
Ad spend. Yours, paid straight to the platform. We manage it, never hold it.
Section 06 — The math
What it returns, and what $500K/mo takes
Anchors from accounts we've run: qualified capital-raising calls booked at $53 for a comparable advisory firm, and roughly $1,000 per webinar-warmed investor. We model your launch more conservatively than either.
Launch scenarios at $4,500/mo · and the $100K / $250K / $500K ladder
Scenario
Cost / call
Calls / mo
Close rate
Deals / week
Cash @ $15K avg
Return
Conservative
$175
25
4%
1 every 4 wks
$15,000
3.3×
Base
$125
36
6%
1 every 2 wks
$30,000
6.7×
Proven-anchor
$75
60
8%
1 per week
$60,000+
13×+
Modeled, not promised. $15K average fee, front-end only — back-end commissions on completed raises sit on top. First 30 days are testing; judge from month two.
What $100K, $250K and $500K a month require
Monthly revenue
Deals / week
Calls / week
Cost / call
Ad spend / mo
Closers
Return
$100,000
1–2
26
$125
$13,900
1
7.2×
$250,000
4
64
$150
$41,700
3
6.0×
$500,000
8
128
$185
$102,900
5
4.9×
Cost per call is modeled to rise as spend grows, because it does — the cheap audiences go first. Closers assume 5 calls per rep per day; at $500K that is ~26 calls a day across five closers.
Section 07 — Timeline
Kickoff to launch in four weeks
Week 1 · FoundationKickoff, avatar and angles locked, qualification criteria set, ad scripts and webinar framework delivered. You: kickoff call, start filming.
Week 2 · BuildFunnel pages, application, tracking and AI setter configured. Case-study ads produced. You: footage back, webinar drafted.
Week 4 · LaunchCampaigns live, first webinar, first applications on the calendar. You: present, take calls.
After launch: the proven webinar flips to evergreen with a VSL funnel alongside it, then your low-ticket course as a self-liquidating front end in 2027, then YouTube, Google and LinkedIn once Meta is maxed. Each phase scoped when you're ready for it.
Next step: pick Option A or Option B and pay the build fee above — we start immediately. A September launch is comfortable from a start this week or next.