AND

PRESENT...

THE CAPITAL CREDIBILITY BUNDLE

Start Raising Capital with a Brand Investors Can Trust

A Lightmark Media Done-With-You & Done-For-You program specifically for fund managers using Avestor.

By the end of the program, you will have clear messaging, a complete brand identity, a functional CRM and website, and a fully managed ads campaign generating investor leads — all supported by hands-on coaching and performance tracking.

First Name

Last Name

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By checking this box, I consent to receive transactional messages related to my account, orders, or services I have requested. These messages may include appointment reminders, order confirmations, and account notifications among others. Message frequency may vary. Message & Data rates may apply.Reply HELP for help or STOP to opt-out.

By checking this box, I consent to receive marketing and promotional messages, including special offers, discounts, new product updates among others. Message frequency may vary. Message & Data rates may apply. Reply HELP for help or STOP to opt-out.

Your Plan of Action

Timeline Goal: All deliverables to be completed within 90 days of the kickoff call.

Messaging — Done-With-You

Webinar: How to Create Messaging that Converts with Senior Copywriter
Capital Clarity Interview
Outcome: Clear, investor-focused messaging that explains who you help, how you help, and what sets you apart.

Website — Done-With-You

Capital Raising website template
Website Walkthrough and Checklist
Outcome: A professional website framework to showcase your fund.

Website Videos — Done-With-You / Done-For-You

Two custom video scripts created for your website (30–45 seconds each)
Coaching on how to record on your phone with high-quality results
Lightmark team edits videos and adds them to the site
Outcome: Short videos that build trust and help investors connect with you.

Logo & Brand Guide — Done-For-You

Client fills out Inspiration Questions for Lightmark team
Lightmark team creates 2 custom logo options
Client chooses 1, with 1 revision
Deliver final logo in 3 versions (vector, web, B&W)
Brand guide with color palette and typography
Outcome: A professional brand identity that supports consistent, credible marketing.

CRM — Done-With-You

Capital Raising CRM Template Walkthrough
Includes email and SMS workflows, lead capture forms, and automations
Outcome: A CRM system to organize investor leads and automate follow-ups.

Lead Magnet — Done-For-You

One lead magnet, 5–8 pages, written for your specific target audience (topics could include tax benefits, passive income, portfolio diversification, etc.)
Based on Lightmark’s proven templates
Outcome: A valuable resource to attract and convert potential investors.

Optional: Custom Pitch Deck (+$2,000)

Fully customized, 20-page investor pitch deck
Outcome: A clear, credible presentation to share your opportunity with potential investors.

Ongoing Support

Biweekly calls with Account Manager for strategy, accountability, and next steps.

Launch Your Fund with Confidence. Market with Success.