You Spoke. We Listened. Here's What 250+ Private Capital Participants Told Us.
- Steve Torso
- 2 days ago
- 3 min read
Thank you.
Over the past few weeks, 250 members of the Wholesale Investor and CapitalHQ ecosystem took time to share their experiences, frustrations, and priorities when it comes to raising and deploying capital.
Your responses are now directly shaping what we build next.
Here's what we learned.
Who Responded
The survey attracted a genuine cross-section of the private capital ecosystem:
60% Founders and Entrepreneurs
44% Private Investors (Angels, HNWs, Family Offices)
32% Advisors, Investment Bankers, and Professional Service Providers
12% Fund Managers
Many of you wear multiple hats -which is exactly how private capital works in practice.
The Pain is Real
We asked you to rate how challenging it is to maintain consistent investor engagement and communications on a scale of 1-10.
43% of respondents rated this challenge at 7 or higher.
When we asked about your top pain points, the themes were consistent across founders, investors, and advisors:
For Founders:
Finding the right investors -not just any investors
Ghosting and lack of feedback after initial engagement
The sheer time drain of capital raising while running a business
Not knowing who's actually interested vs. who's just browsing
For Investors:
Drowning in low-quality deal flow
Founders who don't communicate professionally or consistently
LinkedIn and other platforms are all noise, no signal
Time wasted on opportunities that don't match investment criteria
For Advisors:
Difficulty scaling client engagement without scaling headcount
Clients who struggle to maintain investor communications
Separating active investors from inactive ones
What You Want Us to Build
We asked each persona to rank the features that would help them most. Here's what rose to the top:
Founders Want:
Auto-Draft Communications -AI that writes updates and outreach in your voice
High-Signal Content Feed -daily curated insights, zero noise
Event Passports -bundled access to flagship events
Investors Want:
AI-Suggested Replies -drafts responses in your tone
Event Passports -priority access to curated deal flow events
Advisor Command Centre -for those who also advise
Advisors Want:
Simple Flagging System -separate real investors from service providers
Branded Client Portal -white-label infrastructure for your practice
High-Signal Content Feed -curated insights for your clients
The Appetite for AI is Strong
We asked: How interested are you in an AI agent that automates 80-90% of capital engagement tasks?
87% said they're interested (55% very interested, 32% somewhat interested)
Only 1% said they're not interested
This confirmed what we've been hearing in conversations for months. The private capital market is ready for intelligent automation -not to replace relationships, but to remove the friction that gets in the way of them.
What Would 10x Your Efficiency?
We asked an open-ended question: What single feature would 10x your efficiency in private capital markets?
The answers were illuminating. Here are some direct quotes:
"An AI fundraising process manager that would allow founders to simply schedule an hour a day to assess, approve, or reject prospects and communications."
"A single, interoperable AI-powered 'Capital OS' that replaces fragmented fundraising, diligence, and investor-relations workflows with one continuously updated source of truth."
"Something that avoided ghosting and got real feedback from investors."
"Find me the investors who really want what I want... ask which problem they are emotionally connected to."
"Laser-targeting of optimally-aligned investors -actively raising, thesis match, proactive strategic support."
The message is clear: you want a system that removes the guesswork, maintains relationships automatically, and lets you focus on building your business or making investment decisions.
What Happens Next
79% of you said you want to beta test the CapitalHQ Agent in Q1 2026.
We're building exactly what you asked for. The Capital Engagement Agent will be the always-on infrastructure for private capital -handling the communications, tracking the engagement signals, and giving you confidence instead of anxiety.
If you opted in for beta access, you'll hear from us in the new year.
One More Thing
While we're building what you asked for, we'd love to understand how you're feeling about the market heading into 2026.
Your input helps us serve you better.
Thank you again for being part of this community.
-Steve Torso Founder, Wholesale Investor & CapitalHQ
