Everything you need to go from a blank account to your first set of branded materials. Six steps, in order.
Before you create content, make sure you have a CRM in place to track your investor and client conversations. Your decks, fact sheets, and newsletters are tools for starting conversations — your CRM is where you manage them. We recommend EdgeFolio for fund managers and HubSpot, Freshworks, or Apollo.io for wealth advisors.
Add your logo, colors, fonts, and imagery. Every piece of content the platform generates is automatically branded from what you set here — you enter it once.
This is the heart of the platform: a guided conversation, in three sessions, that captures your story, strategy, edge, and the way you actually talk about your firm. It takes about two hours total, and you can pause and resume anytime — your progress is saved.
When the interview is complete, the platform generates your Voice Profile — the source of truth every piece of content is built from. Read it, refine any section, and make sure it captures the real you.
Generate your pitch deck and, on the Professional plan, your fact sheets, newsletters, quarterly reports, one-pagers, landing page, charts, and video scripts — all in your voice.
Edit any section, regenerate with AI guidance where you want it, and download your materials. Everything is a working draft — review it with your compliance team and legal counsel before you distribute it.
This guide will grow as the platform does. If you’re stuck or something here is unclear, email team@capitalformation.ai — or start with the FAQ.