Most firms head into a new year saying they need to raise more capital. Far fewer start January knowing who they're calling, in what order and with what materials, or how they'll keep the pipeline moving when a good first meeting is followed by a month of silence.

Brad Hargreaves and Paul Stanton will spend three hours working through that problem with the group, and most of that time goes to building rather than surveying the capital markets. By the end, each participant has a written 2027 roadmap. It covers the investor segments worth their time (and why), the sequencing and timeline of the raise, warm paths into each channel, and an outreach and follow-up cadence. They also leave with the materials a raise runs on, from the one-pager and data room checklist to a DDQ answer bank and follow-up sequences.

Segmentation is messier than most diagrams suggest. Family offices, institutions, private wealth channels and co-GP partners sit at different levels and overlap all the time; a family office can be a co-GP partner, and often is. So the session spends less time on which box an investor belongs in and more on what they need to see, how long their process takes, and whether there's a warm path to them before January.

AI runs underneath all of it: drafting outreach that doesn't read like a template, prepping for a meeting with a specific investor, and keeping the pipeline current without anyone owning that job full time. Most firms in the room have no IR hire and no plans to make one, and the workflows are built around that.

The goal is a plan participants can start running on January 5, plus the materials to send out that first week.