Launching May 2026 · Capital Formation Intelligence

Marketing that moves capital.

Catalyst has spent a decade helping asset managers win the meetings that matter. Now we're building the platform behind it — tools, frameworks, and AI-enhanced resources for the next generation of capital raising.

Applications open now  ·  Launching May 2026  ·  Limited beta spots for asset managers and wealth managers/RIAs
About Catalyst

Two decades in the room where capital gets raised.

Founded by Jennifer Bruno, Catalyst has worked alongside asset managers through every stage of the capital raise — from first positioning to final close.

Built by an insider, not an agency.

Jennifer Bruno brings 20+ years in alternative investments — investor relations, capital raising, and marketing — to every engagement. A journalism degree shapes how she works: ask the sharper question, cut the jargon, respect the audience.

After a decade of advising Catalyst clients — hedge funds, CTAs, digital asset managers, VC and PE — she deeply understands how to help fund managers sharpen their story and build the marketing infrastructure allocators prefer to engage with. She currently also serves as Director of Investor Relations for a multi-strategy asset manager — an insider's perspective that informs every tool Catalyst builds.

Today, Catalyst is evolving from a traditional advisory firm into a (1000x more efficient) platform: Capital Formation Intelligence — practical tools, frameworks, and AI-enhanced resources that put a decade of playbooks into the hands of the managers building what's next.

20+
Years across investor relations, capital raising & marketing
10
Years of Catalyst playbooks, now built into the platform
6
Core specialties: hedge, CTAs, digital assets, VC, PE & RIAs
FINRA
Series 3 active; Series 7, 6, 63 & 66 licenses previously held
Why? We Listened to You

When prospects are ready, you need to be ready too.

By the time your prospects are lining up to hear about your offering, you realize you don't have time to keep them waiting…and you can't show up empty handed. And as a new or emerging business, you can't afford (or prefer not to) spend a fortune on investor materials and you don't have weeks or months to get up and running.

Before

Weeks or months of guesswork.

  • Weeks (or months) working through the creative process from scratch.
  • Days or weeks just finding someone who understands the space and can design for it.
  • $7K–$30K per deck at traditional creative firms that serve financial services.
  • And the hardest part of all: still struggling to put your actual edge into words.
After

Clarity, in your voice — in days, not quarters.

  • A patent-pending dynamic interview that captures your actual offering, process, and edge — in your voice.
  • Investor materials drafted at 80% on day one, built on a decade of allocator-tested structures.
  • A fraction of the traditional cost — and a platform you keep using, not a project that ends.
  • Built specifically for asset managers and wealth managers/RIAs. No generic agency translation required.
Pricing

Invest in your brand's future.

Choose the plan that fits your firm's needs. All plans require an approved application.

Smart, fast, cost-efficient — and still human.

Capital Formation Intelligence pairs the latest technology and systems with a decade of allocator-tested playbooks. The result: a platform that's faster, smarter, and a fraction of the cost of traditional creative agencies — without sacrificing the quality serious investors expect.

Because raising capital isn't a transaction, the platform comes with people. Book 1:1 time with Jennifer and the Catalyst team when you want another set of eyes, a sharper line, or someone who's been through the raise before.

Starter
$499/month
For emerging managers and advisors building their brand and pitch deck.
Content Creation
  • Founder Interview Agent (3 sessions)
  • Voice Profile generation
  • Pitch deck builder (1 deck)
Brand
  • Brand Identity Builder
  • Brand Style Guide PDF
  • 5 curated color palettes
Support
  • Email support
  • Getting-started guide
Enterprise
Custom
Tailored to your firm
For large firms requiring white-glove service and custom solutions.
Everything in Professional, plus:
  • Unlimited pitch decks
  • Custom integrations
  • Dedicated account manager
  • Custom compliance-aware workflows tailored to your firm's review process
  • Multi-fund support
  • White-label options
  • SLA guarantee
  • Quarterly business review

All plans require an approved application. Beta spots limited ahead of the May 2026 launch — join the waitlist to reserve yours.

The Platform

Meet Capital Formation Intelligence.

capitalformation.ai is where a decade of working alongside asset managers becomes something you can actually use — a working platform of tools, frameworks, and AI-enhanced resources for managers raising capital.

Apply for beta access

Positioning & Narrative

Turn your real edge into a pitch that lands — decks, teasers, and one-pagers built on the structures allocators actually read.

Investor Communications

Letters, updates, and fundraising narratives that compound credibility between meetings — not scramble for it after.

Capital Raise Playbooks

The workflows, sequences, and CRM patterns we've refined over a decade, codified into tools you can run yourself.

AI-Enhanced Drafting

Copy, messaging, and research support tuned to institutional-grade standards — so drafts start at 80%, not zero.

Brand & Website Systems

Visual identity, site architecture, and content systems built for firms that compete on credibility.

Benchmarks & Playcalls

What's working in capital formation right now — distilled from the managers and allocators we work with every week.

How Access Works

Three steps in. Your materials out.

Access to Capital Formation Intelligence is application-based — beta and launch. We built it this way so every firm inside the platform gets the attention the work requires.

1

Apply.

Tell us about your firm, your stage, and what you're raising. We review every application personally and respond within a few business days.

Beta spots limited ahead of May 2026 launch.
2

Complete your interview.

Once accepted, you'll work through a patent-pending dynamic interview — roughly 100 questions tailored to your strategy, structure, and audience.

A few hours to a few days, at your pace.
3

Get materials in your voice.

Your answers become drafts — decks, teasers, one-pagers, and communications — built on allocator-tested structures and written the way you actually speak.

Refine inside the platform. No agency hand-offs.
Who It's For

Built for the full range of capital raisers.

Capital Formation Intelligence is designed for any firm that needs to tell a sharp story to sophisticated investors — asset managers raising across alternatives, and wealth managers/RIAs building client-facing practices.

Asset Managers

Hedge Funds

Launch messaging, investor letters, and capital raise systems.

Asset Managers

Managed Futures & CTAs

Program narratives, performance reporting, and allocator-ready positioning.

Asset Managers

Venture Strategies

Thesis-first positioning and LP updates for emerging and established managers.

Asset Managers

Digital Asset Managers

Institutional-grade narratives that translate novel strategies into credible stories.

Asset Managers

Private Equity & Real Assets

Fund narratives, DDQs, and LP communications that compound trust.

Wealth

Wealth Managers/RIAs

Practice positioning, client communications, and growth systems that earn introductions.

Apply for Access

Don't wait for May.

Capital Formation Intelligence launches May 2026. Beta spots are limited — and the managers who apply now are the ones we build around. Get on the waitlist and we'll be in touch within a few business days.

Prefer email? Reach Jennifer directly at jbruno@catalysthfm.com. Heads up: once accepted, expect a ~100-question dynamic interview — a few hours to a few days of your time, at your pace.