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

Stated on the call

"September, we launch ads — and we have both my calendar and one closer fully packed."

— Bruno

The offer this feeds Your done-for-you raise: engagement fee up front, commission on the back end, warm introductions through your network — not cold email.

The buyer Startup founders raising Series A–D — validated companies, not broke, not yet institutional — plus emerging fund managers.

The edge we sell Just under 1,000 investor relationships — VCs, family offices, angels, syndicates, small asset managers — concentrated in venture.

The longer game Scale the done-for-you offer toward $500–700K/mo, then launch the low-ticket info offer next year as a downsell. This build is the engine for both.

Section 02 — The machine

How a stranger becomes a booked, pre-sold call

One funnel, five stages. The principle behind all of it: by the time someone reaches Bruno's calendar, they already know the offer, the price range, and why you're different — the call is for handling objections and collecting payment, not pitching.

Meta ads — tested, then scaled

We run many angles at small budgets — one ad per ad set — review daily, kill the losers, and put real budget only behind proven winners. Targeting stays broad; the creative does the selecting. Talking-head ads and case-study image ads calling out your exact buyer.

Live webinar

Ads drive registrations to a weekly live webinar. Live converts better than recorded — we start live, then roll the proven version into an always-on evergreen once the questions stop surprising you. The webinar presents the offer and the price, so the sales call starts at 90% done.

Application — with a hard filter

Attendees apply to book. The application disqualifies anyone below your bar (raise size, stage, validation). This protects your calendar and trains Meta's algorithm on who a good prospect is — letting weak leads through poisons both.

AI booking + pre-call warm-up

Our AI setter follows up with qualified applicants by text and books them straight into the calendar — the system you saw on the call. From the moment they book, a retargeting campaign puts 20–30 pieces of your content in front of them, answering every common objection before the call happens.

The call — yours

Bruno takes the calls, closes, and brings on closers at his own pace. Sales hiring and training stay entirely on your side, by design. Every close feeds back into the ad account so we scale the angles that produce revenue, not just cheap appointments.

Section 03 — Scope of work

What gets built

The build phase delivers every asset below. The management phase then runs the machine daily. Owner column says who does the work.

Video editing of your filmed footage is available à la carte — see Section 07. Raw scripts and shot lists are always included.
	Deliverable	What it is	Owner
01	Avatar & angle map	The exact buyer definition (stage, raise size, sector) and the pain-point angles every ad is built from — including calling out the firms that burned them before.	Catalyst
02	Ad copy & scripts	Full launch batch: talking-head video scripts written for you to film, plus case-study image ads built from your existing wins.	Catalyst You film
03	Webinar framework	The complete webinar skeleton — structure, positioning, section-by-section flow, offer presentation, close. You fill in your content and case studies; we review before it goes live.	Catalyst You present
04	Funnel pages	Registration page, webinar room setup, application, booking page, and thank-you page with pre-call video slot.	Catalyst
05	Application & disqualification logic	The qualifying questions and hard filters that decide who reaches the calendar — tuned with you at kickoff.	Catalyst
06	AI setter / booking bot	Text-message follow-up agent that works every qualified applicant and books them directly into the calendar, around the clock.	Catalyst
07	Pre-call retargeting campaign	The post-booking content sequence (ads + emails) that handles objections before the call. Built from content you film; we script it.	Catalyst You film
08	Tracking & reporting	Pixel and conversion setup, attribution, and a live dashboard: spend, cost per call, show rate, revenue per angle. You see what we see.	Catalyst
09	Launch & daily management	Campaign launch, daily kill/scale decisions, budget management, creative refresh cycles, weekly report and call. Ongoing, under the management fee.	Catalyst

Section 04 — Your side of the table

What we need from you

Film the ads. We hand you scripts and shot lists; you record talking-head takes on a phone or camera. Trust is the product in this niche — your faces sell it.
Case studies and proof. The raises you've closed, the funds in the network we can name or describe, numbers we're allowed to use.
Present the webinar live, weekly. We build the frame; you deliver it. Once it's proven, we flip it to evergreen and your weekly commitment drops.
Take the calls. Bruno on the calendar from day one, closers added on your schedule.
Ad spend, paid directly to Meta. Recommended start: ~$150/day (~$4,500/mo), scaling toward $250+/day as winners prove out. This is separate from any fee to us.
Fast feedback. Kill/scale decisions happen daily; approvals that sit for a week cost real money.

Section 05 — Explicitly not included

What this engagement is not

Sales recruiting, training, or closing. You told us you want to own this — Bruno takes calls and hires his own closers. We agree, and it's out of scope.
Cold email. The entire positioning moves you away from it. None is built or sent.
Video editing. Scripts, shot lists, and creative direction are included; post-production of your footage is à la carte (Section 07).
Ad spend. Media budget is yours, paid straight to the platform. We manage it; we never hold it.

Section 06 — The math

Modeled economics at $4,500/mo spend

Anchors from accounts we've run: qualified capital-raising calls booked at $53 each for a comparable advisory firm, and roughly $1,000 per hot, webinar-warmed investor on the investor-acquisition side. We model your launch more conservatively than either.

Modeled, not promised. Assumes a $15K average engagement fee (your stated range: $15–25K) and counts *front-end fees only* — back-end commissions on successful raises are pure upside on top of every figure here. First 30 days are a testing period; judge the machine from month two.
Scenario	Cost / booked call	Calls / mo	Close rate	Deals / week	Cash @ $15K avg	Return on spend
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×+

What $100K, $250K and $500K a month actually require

You said the target is $500–700K a month. Here is that number worked backwards — deals, calls, closers, and the ad spend it takes to feed them. Cost per call is modeled to rise as spend grows, because it does: the cheap audiences get used up first.

Same $15K average fee and 6% close rate throughout. Closer count assumes 5 calls per rep per day — you said 30 calls a day is no problem, and our best reps top out around six before quality drops. At $500K/mo that is roughly 26 calls a day across five closers. Front-end fees only; commissions on completed raises sit on top.
Monthly revenue	Deals / week	Calls / week	Cost / call	Ad spend / mo	Closers	Return on spend
$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×

Section 07 — Investment

Two ways to structure it

Both options include the identical build (Section 03) and identical ongoing management. The difference is how the risk is split: more up front and less of the upside, or less up front and more of the upside.

Option A — Front-weighted $25,000 build

+ 10% of revenue ongoing, for management

Lower share of the upside as you scale. The right pick if you expect this to get big and want to keep more of it.

Option B — Performance-weighted $15,000 build

+ 15% of revenue ongoing, for management

Lower barrier to start; we carry more of the risk and share more of the result.

"Revenue" means: cash collected by [Firm] from clients originated through the channels built under this engagement — engagement fees, retainers, and success fees/commissions — reconciled monthly. Ongoing management includes: daily media buying and kill/scale decisions, creative refresh scripting, funnel and webinar optimization, AI setter management, and the weekly report + call. À la carte: video editing of your filmed footage at [rate — TBD], per video or as a monthly package.

Section 08 — The roadmap

Where this goes after launch

This engagement builds and runs Phase 1. The rest is shown so you can see the whole road — each phase gets scoped and priced when you're ready for it, not before.

	Phase	What happens	When
P1	Webinar engine This proposal	Everything in Section 03. Live weekly webinar filling Bruno's calendar with qualified Series A–D founders and fund managers.	Sept 2026
P2	VSL + evergreen	The proven webinar flips to always-on evergreen; a VSL funnel launches alongside it so two funnels work the market and neither goes stale.	When P1 is converting
P3	Low-ticket ascension	Your info offer — course + community on preparing a raise — as a self-liquidating front end that builds the list for free and downsells into the done-for-you offer.	2027, per your plan
P4	New channels	YouTube and Google on the proven funnels; LinkedIn tested for this market. Scale beyond Meta once Meta is maxed.	After P2

Section 09 — Timeline

Kickoff to launch in four weeks

Clock starts at kickoff, contingent on footage and webinar content arriving on the weeks shown. A September launch is comfortable from a start this week or next.
Week	Milestone	You
1	Foundation. Kickoff call, avatar + angle map locked, qualification criteria set, ad scripts and shot lists delivered, webinar framework delivered.	Kickoff call; start filming
2	Build. Funnel pages, application, tracking, AI setter configured. Case-study image ads produced.	Footage back to us; webinar content drafted
3	Assembly. Ads finalized, retargeting sequence loaded, webinar dry run, end-to-end funnel test.	Webinar rehearsal
4	Launch. Campaigns live, first webinar delivered, first applications on the calendar. Daily kill/scale begins.	Present webinar; take calls

Section 10 — Next step

Pick an option, and we start

Reply with Option A or Option B and we'll send the agreement and kickoff invite. Build fee due at signing; the clock in Section 09 starts at kickoff. Questions first? Grab 20 minutes on the follow-up call we already planned this week.

Proposal &Scope of Work