The Capital Flow Podcast

Dallon
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The Capital Flow Podcast dives deep into the real stories behind raising capital — the wins, the setbacks, and the lessons that shape successful investors and fund managers. Hosted by Dallon Schultz, founder of Capitallyst Pro, each episode unpacks proven strategies, systems, and mindsets that help capital raisers scale with trust and automation.

Episodes

  1. From Fourplex to RV Resorts: How Don Spafford Raised $500K from $26K

    7H AGO

    From Fourplex to RV Resorts: How Don Spafford Raised $500K from $26K

    The hardest part about raising capital isn’t finding money—it’s earning enough trust that investors offer it. Learn what’s working right now to attract investors, accelerate trust, and raise capital on autopilot. Join our FREE Weekly Capital Flow Workshop → https://capitallystpro.io/workshop Podcast Summary: In this episode of the Capital Flow Podcast, host Dallon Schultz welcomes Don Spafford, Co-Founder of Beyonder Camp and Beyondour Holdings. With over 20 years of corporate finance experience and a track record in real estate investing since 2017, Don shares his transition from corporate employee to full-time entrepreneur. He opens up about how personal events, including the early loss of his father and caring for his mother, drove him to pursue financial freedom through real estate. Don explains how his unique niche—RV parks and outdoor hospitality—provides both lifestyle benefits and high cash flow opportunities, and how he's successfully used this story and asset class to connect with investors. Don also discusses a current opportunity connected to a major water park development in North Carolina, illustrating the value of thinking differently and aligning your capital raising strategy with your passions and investor values. Guest:  Don Spafford  Co-Founder, Beyonder Camp / Beyondour Holdings  LinkedIn: Don Spafford  Website: https://beyondercamp.com Sponsor Spotlight: This episode is brought to you by Brad Blazar and Capital School, the Elite Program for Capital Raisers that are looking to scale their business or real estate. 👉 Learn more or access the special offer here: https://go.bradblazar.com/apply-page Key Takeaways: Authenticity Builds Trust: Don emphasizes the importance of being real and relational when connecting with investors—not pushing the sale, but understanding their goals.Unique Niches Stand Out: RV parks and outdoor hospitality not only provide higher cash flow but emotionally resonate with a wide investor base.Fear as Fuel: Don turned personal challenges into the motivation to build financial security through real estate.Know Your Avatar: Understanding and targeting RV users as potential investors shortens the education curve and creates more natural alignment.Resources Mentioned: Don's real estate origin story rooted in the FIRE (Financial Independence, Retire Early) movement.Concept: Leveraging lifestyle assets (like RV parks) that investors already emotionally connect with to raise capital more easily.Capitallyst Pro Resources: Weekly Capital Flow Workshops → https://capitallystpro.io/workshop Email Deliverability Checklist → https://capitallystpro.io/email ChatGPT Copywriter SOP → https://capitallystpro.io/copy Legal Disclaimer: This podcast is intended for informational and educational purposes only. It does not constitute legal, financial, or investment advice, nor is it a solicitation or offer to buy or sell any securities. The hosts and guests share personal experiences and general insights about raising capital compliantly; however, every situation is unique, and compliance with securities laws depends on specific facts and circumstances. Listeners and viewers should seek their own qualified legal, tax, and financial counsel before taking any action. The hosts and production team disclaim any liability for decisions made based on the content of this program.

    41 min
  2. From House Hacks to $70M Raised: Matt Faircloth’s Step‑by‑Step Capital Raising Path

    JAN 13

    From House Hacks to $70M Raised: Matt Faircloth’s Step‑by‑Step Capital Raising Path

    The hardest part about raising capital isn’t finding money—it’s earning enough trust that investors offer it.  Learn what’s working right now to attract investors, accelerate trust, and raise capital on autopilot. Join our FREE Weekly Capital Flow Workshop → https://capitallystpro.io/workshop The Capital Flow Podcast helps capital raisers and fund managers create flow in their capital, business, and life by learning from those who’ve built systems that attract resources instead of chasing them. Each week, host Dallon Schultz interviews real capital raisers and industry experts who share the strategies, systems, and stories behind raising millions with trust-based relationships. In this episode, Dallon Schultz welcomes Matt Faircloth, CEO and co-founder of DeRosa Group and author of "Raising Private Capital." Matt shares hard-won lessons from raising over $60 million in private capital and managing $300 million in assets. They unpack why the capital raising industry is changing fast—and what fund managers must do to stay relevant, build trust, and keep growing. Matt breaks down his Investor Credibility Formula, explains why education and transparency are his top marketing strategies, and shares the one skill he believes every raiser needs to master. Whether you're just starting out or running a full-blown fund, this episode is packed with timeless frameworks and fresh insights for raising capital at scale. Guest: Matt Faircloth, CEO – DeRosa Group  Website: https://www.derosagroup.com Book: Raising Private Capital  YouTube: https://www.youtube.com/@derosagroup  Instagram: @themattfaircloth Sponsor Spotlight This episode is brought to you by Brad Blazar and Capital School, the Elite Program for Capital Raisers that are looking to scale their business or real estate. 👉 Learn more or access the special offer here: https://go.bradblazar.com/apply-page Key Takeaways Capital raising is no longer about cold pitches—it’s about education, authenticity, and consistent visibility.Matt’s Investor Credibility Formula (Knowledge + Transparency + Availability) builds trust before the first wire transfer.Don’t pitch deals—solve problems. Learn what your investor really needs and build from there.The skill of storytelling is foundational. If you can tell a compelling origin story, you can raise capital.Resources Mentioned Book: Raising Private Capital by Matt FairclothQuote: “If you can’t explain it simply, you don’t understand it well enough.” – Albert Einstein (shared by Matt)Capitallyst Pro Resources: Weekly Capital Flow Workshops → https://capitallystpro.io/workshop Email Deliverability Checklist → https://capitallystpro.io/email ChatGPT Copywriter SOP → https://capitallystpro.io/copy Legal Disclaimer: This podcast is intended for informational and educational purposes only. It does not constitute legal, financial, or investment advice, nor is it a solicitation or offer to buy or sell any securities. The hosts and guests share personal experiences and general insights about raising capital compliantly; however, every situation is unique, and compliance with securities laws depends on specific facts and circumstances. Listeners and viewers should seek their own qualified legal, tax, and financial counsel before taking any action. The hosts and production team disclaim any liability for decisions made based on the content of this program.

    54 min
  3. Connection Before Capital: Ben Vega on Leading with Value

    JAN 6

    Connection Before Capital: Ben Vega on Leading with Value

    The hardest part about raising capital isn’t finding money—it’s earning enough trust that investors offer it. Learn what’s working right now to attract investors, accelerate trust, and raise capital on autopilot. Join our FREE Weekly Capital Flow Workshop → https://capitallystpro.io/workshop The Capital Flow Podcast helps capital raisers and fund managers create flow in their capital, business, and life by learning from those who’ve built systems that attract resources instead of chasing them. Each week, host Dallon Schultz interviews real capital raisers and industry experts who share the strategies, systems, and stories behind raising millions with trust-based relationships. In this episode, Dallon sits down with Ben Vega, Executive Director of the Arizona Fund Manager Association (AFMA), to explore the real currency of capital raising—human connection. With a diverse background that includes real estate syndications and nonprofit capital campaigns, Ben shares how he learned to raise 6- and 7-figure gifts by leading with value and building trust without expectations. You’ll hear how AFMA is connecting fund managers, family offices, and allocators to reshape Arizona into a national investment hub. Ben also reveals the vision behind AFMA’s LIFT AZ conference and how it's designed to foster real connections—not just panels and pitch decks. If you’re a fund manager looking to grow your influence, attract aligned capital, and plug into a supportive ecosystem, this conversation is a must-listen. Guest: Ben Vega, Executive Director – Arizona Fund Manager Association  Event: LIFT AZ 2026 Conference – https://arizonafma.org  Connect with Ben: https://www.linkedin.com/in/ben-vega-8378458/ Sponsor Spotlight This episode is brought to you by Brad Blazar and Capital School, the Elite Program for Capital Raisers that are looking to scale their business or real estate. 👉 Learn more or access the special offer here: https://go.bradblazar.com/apply-page Key Takeaways One of the biggest mistakes capital raisers make is approaching conversations with a transactional mindset—true momentum comes from leading with curiosity and connection.Building a local capital ecosystem can have a national impact—AFMA is working to put Arizona on the map as a serious financial hub for fund managers and investors alike.Effective networking starts with presence, humility, and asking better questions—not pitching yourself.Resources Mentioned Book: The Go-Giver by Bob BurgConcept: "Money follows where value leads"Quote: "People are silently begging to be led" – Winston ChurchillCapitallyst Pro Resources: Weekly Capital Flow Workshops → https://capitallystpro.io/workshop Email Deliverability Checklist → https://capitallystpro.io/email ChatGPT Copywriter SOP → https://capitallystpro.io/copy Legal Disclaimer: This podcast is intended for informational and educational purposes only. It does not constitute legal, financial, or investment advice, nor is it a solicitation or offer to buy or sell any securities. The hosts and guests share personal experiences and general insights about raising capital compliantly; however, every situation is unique, and compliance with securities laws depends on specific facts and circumstances. Listeners and viewers should seek their own qualified legal, tax, and financial counsel before taking any action. The hosts and production team disclaim any liability for decisions made based on the content of this program.

    41 min
  4. How Mike Roeder Built a Capital Raising Machine (Without Being a Salesperson)

    12/30/2025

    How Mike Roeder Built a Capital Raising Machine (Without Being a Salesperson)

    The hardest part about raising capital isn’t finding money—it’s earning enough trust that investors offer it. Learn what’s working right now to attract investors, accelerate trust, and raise capital on autopilot. Join our FREE Weekly Capital Flow Workshop→ https://capitallystpro.io/workshop The Capital Flow Podcast helps capital raisers and fund managers create flow in their capital, business, and life by learning from those who’ve built systems that attract resources instead of chasing them. Each week, host Dallon Schultz interviews real capital raisers and industry experts who share the strategies, systems, and stories behind raising millions with trust-based relationships. Mike Roeder, co-founder of Granite Towers Equity Group, joins the show to share how his team has raised over $160M in private capital and acquired $400M+ in multifamily real estate. In this episode, Mike breaks down the transition from single-family homes to large-scale apartments, the mindset shift needed to move from operator to capital attractor, and why communication and consistent investor follow-up is their “secret sauce.” If you’re looking to build real trust, expand your investor base, and scale your portfolio—even in a tighter market—this episode is packed with real-world advice from someone who’s done it at scale. Learn more about Mike’s company and download free investor resources at: https://granitetowersequitygroup.com Sponsor Spotlight: This episode is brought to you by Brad Blazar and Capital School, the Elite Program for Capital Raisers that are looking to scale their business or real estate. 👉 Learn more or access the special offer here: https://go.bradblazar.com/apply-page Key Takeaways: Trust is built through transparency—share both wins and challenges with investors.Consistent follow-up after webinars and events drives real ROI and deepens relationships.Education and systems (like CRMs and drip campaigns) are key to scaling trust and capital in any market.Resources Mentioned Passive Investing Tracker (via Granite Towers) Real estate cycles and investor education strategyThe importance of follow-up systems and GoHighLevel CRMCapitallyst Pro Resources: Weekly Capital Flow Workshops → https://capitallystpro.io/workshop Email Deliverability Checklist → https://capitallystpro.io/email ChatGPT Copywriter SOP → https://capitallystpro.io/copy Legal Disclaimer: This podcast is intended for informational and educational purposes only. It does not constitute legal, financial, or investment advice, nor is it a solicitation or offer to buy or sell any securities. The hosts and guests share personal experiences and general insights about raising capital compliantly; however, every situation is unique, and compliance with securities laws depends on specific facts and circumstances. Listeners and viewers should seek their own qualified legal, tax, and financial counsel before taking any action. The hosts and production team disclaim any liability for decisions made based on the content of this program.

    28 min
  5. The Magnet Method: How Jeremy Dyer Raised $45M Without Chasing Capital

    12/23/2025

    The Magnet Method: How Jeremy Dyer Raised $45M Without Chasing Capital

    The hardest part about raising capital isn’t finding money—it’s earning enough trust that investors offer it. Learn what’s working right now to attract investors, accelerate trust, and raise capital on autopilot. Join our FREE Weekly Capital Flow Workshop→ https://capitallystpro.io/workshop The Capital Flow Podcast helps capital raisers and fund managers create flow in their capital, business, and life by learning from those who’ve built systems that attract resources instead of chasing them. Each week, host Dallon Schultz interviews real capital raisers and industry experts who share the strategies, systems, and stories behind raising millions with trust-based relationships. In this episode, Dallon Schultz sits down with Jeremy Dyer, VP of Capital Formation at Rise48 Equity. Jeremy has raised more than $45 million in the past two years—much of it while working a full‑time W‑2. He shares the mindset, systems, and relationship-driven strategies that helped him transition from high-performing sales professional to highly trusted capital raiser. Jeremy discusses how to evaluate operators, what he learned from losing 100% of his investment in a recent deal, and why vertical integration is now a non-negotiable for him. He also breaks down how storytelling, consistent content, and a six‑month brand shift led to seven‑figure investor commitments the moment he launched his fund. Connect with Jeremy on LinkedIn or at jeremy@rise48equity.com, and explore his book, The Fundamental Investor, at fundamentalinvestor.com. Sponsor Spotlight This episode is brought to you by Brad Blazar and Capital School, the Elite Program for Capital Raisers that are looking to scale their business or real estate. 👉 Learn more or access the special offer here: https://go.bradblazar.com/apply-page Key Takeaways:  • Capital raising is a relationship business; treating people like transactions destroys trust.  • Spend 80 percent of due‑diligence time vetting the operator, not the deal.  • Vertical integration is critical for operational control and avoiding financial distress.  • Story-based content and consistent posting for six months can reposition your brand and attract investors.  • Asking existing investors for introductions is the fastest way to expand your network.  • Capital is attracted, not chased; mindset shifts determine results. Resources Mentioned:  • The Fundamental Investor by Jeremy Dyer • Concept: Build brand equity “one drop at a time and lose it in bucketfuls” • Concept: Invest with operators that have gone full cycle and are vertically integrated Capitallyst Pro Resources: Weekly Capital Flow Workshops → https://capitallystpro.io/workshop Email Deliverability Checklist → https://capitallystpro.io/email ChatGPT Copywriter SOP → https://capitallystpro.io/copy Legal Disclaimer: This podcast is intended for informational and educational purposes only. It does not constitute legal, financial, or investment advice, nor is it a solicitation or offer to buy or sell any securities. The hosts and guests share personal experiences and general insights about raising capital compliantly; however, every situation is unique, and compliance with securities laws depends on specific facts and circumstances. Listeners and viewers should seek their own qualified legal, tax, and financial counsel before taking any action. The hosts and production team disclaim any liability for decisions made based on the content of this program.

    32 min
  6. The Invisible Skill That Closes $100K Checks

    12/16/2025

    The Invisible Skill That Closes $100K Checks

    The hardest part about raising capital isn’t finding money—it’s earning enough trust that investors offer it. Learn what’s working right now to attract investors, accelerate trust, and raise capital on autopilot.  Join our FREE Weekly Capital Flow Workshop→ https://capitallystpro.io/workshop The Capital Flow Podcast helps capital raisers and fund managers create flow in their capital, business, and life by learning from those who’ve built systems that attract resources instead of chasing them. Each week, host Dallon Schultz interviews real capital raisers and industry experts who share the strategies, systems, and stories behind raising millions with trust-based relationships. In this episode:  What if “sales” wasn’t about pressure or persuasion—but leadership and service? In this eye-opening episode, Dallon Schultz is joined by Drew Norton, founder of The Everyday Sales Leader. Drew pulls back the curtain on the mindset shifts and frameworks capital raisers need to convert more investors without sounding salesy or desperate. From detaching from outcomes to reframing sales as guidance, Drew shares the inner work that transforms hesitant fundraisers into confident leaders. You’ll also hear how tracking just one key metric helped Dallon’s team improve conversions and retention—and how you can apply the same system in your business. Learn more about Drew’s resources at TheEverydayLeader.co or follow him on Instagram @theeverydaysalesleader.  Sponsor Spotlight  This episode is brought to you by Brad Blazar and Capital School, the Elite Program for Capital Raisers that are looking to scale their business or real estate.  👉 Learn more or access the special offer here: https://go.bradblazar.com/apply-page Key Takeaways Sales isn’t about pressure—it’s leadership through guidance, not convincing.Confidence and detachment from the outcome make you magnetic; desperation repels.The best salespeople act like guides or therapists—asking, listening, and leading with care.Start by tracking your Most Important Number for your Most Important Person to simplify strategy and improve results.Resources Mentioned Book: The Go-Giver by Bob Burg and John David MannConcept: Selling as a form of leadershipFramework: Most Important Number for Your Most Important Person (available by texting “KPI” to 928-928-5985)Capitallyst Pro Resources: Weekly Capital Flow Workshops → https://capitallystpro.io/workshop Email Deliverability Checklist → https://capitallystpro.io/email ChatGPT Copywriter SOP → https://capitallystpro.io/copy Legal Disclaimer: This podcast is intended for informational and educational purposes only. It does not constitute legal, financial, or investment advice, nor is it a solicitation or offer to buy or sell any securities. The hosts and guests share personal experiences and general insights about raising capital compliantly; however, every situation is unique, and compliance with securities laws depends on specific facts and circumstances. Listeners and viewers should seek their own qualified legal, tax, and financial counsel before taking any action. The hosts and production team disclaim any liability for decisions made based on the content of this program.

    35 min
  7. Failing Into Clarity: How Alan Underwood Found His Real‑Estate Role and Raised Millions

    12/09/2025

    Failing Into Clarity: How Alan Underwood Found His Real‑Estate Role and Raised Millions

    The Capital Flow Podcast The hardest part about raising capital isn’t finding money—it’s earning enough trust that investors offer it.  Learn what’s working right now to attract investors, accelerate trust, and raise capital on autopilot. Join our FREE Weekly Capital Flow Workshop → https://capitallystpro.io/workshop The Capital Flow Podcast helps capital raisers and fund managers create flow in their capital, business, and life by learning from those who’ve built systems that attract resources instead of chasing them. Each week, host Dallon Schultz interviews real capital raisers and industry experts who share the strategies, systems, and stories behind raising millions with trust-based relationships. In This Episode: In this episode, Dallon Schultz sits down with Alan Underwood, Managing Partner at Momentum Capital Group and a High Performance Coach and Mentor, who shares the remarkable story behind raising over $9M in just 18 months. Alan reveals how he started his real estate journey with a 100-unit development as his first project—despite zero prior experience—and how that bold move led to discovering his true strengths in relationships and capital raising. Alan dives into his team’s unique real estate strategy in San Diego, where they convert single-family properties into multifamily investments using ADU legislation. You’ll also hear the pivotal role that strong mentorship, self-awareness, and being willing to pivot has played in his journey. For anyone navigating real estate investing, networking, or raising capital, this episode offers grounded insight and hard-earned lessons on building trust, managing deals across states, and aligning your strengths with scalable systems. Contact: alan@mmtmgp.com | https://momentumcapital.com Sponsor Spotlight  This episode is brought to you by Brad Blazar and Capital School, the Elite Program for Capital Raisers that are looking to scale their business or real estate. 👉 Learn more or access the special offer here: https://go.bradblazar.com/apply-page Key Takeaways: Start big if the opportunity is right—clarity and confidence are built through action, not perfection.Tangible experiences like property tours deepen investor trust and connection.Transparent communication and follow-up systems (like Capitallyst Pro) are key to building scalable, credibility-driven capital raises.Resources Mentioned: Concept: Using San Diego’s ADU legislation to legally and profitably convert single-family homes into 5–6 unit multifamily properties.Quote: “I don’t see failure—I see either income or education. You always walk away with something.”Capitallyst Pro Resources: Weekly Capital Flow Workshops → https://capitallystpro.io/workshop Email Deliverability Checklist → https://capitallystpro.io/email ChatGPT Copywriter SOP → https://capitallystpro.io/copy Legal Disclaimer:  This podcast is intended for informational and educational purposes only. It does not constitute legal, financial, or investment advice, nor is it a solicitation or offer to buy or sell any securities. The hosts and guests share personal experiences and general insights about raising capital compliantly; however, every situation is unique, and compliance with securities laws depends on specific facts and circumstances. Listeners and viewers should seek their own qualified legal, tax, and financial counsel before taking any action. The hosts and production team disclaim any liability for decisions made based on the content of this program.

    44 min
  8. How to Unlock Millions in Capital Using Self-Directed IRAs

    12/02/2025

    How to Unlock Millions in Capital Using Self-Directed IRAs

    The hardest part about raising capital isn’t finding money—it’s earning enough trust that investors offer it.  Learn what’s working right now to attract investors, accelerate trust, and raise capital on autopilot. Join our FREE Weekly Capital Flow Workshop→ https://capitallystpro.io/workshop The Capital Flow Podcast helps capital raisers and fund managers create flow in their capital, business, and life by learning from those who’ve built systems that attract resources instead of chasing them. Each week, host Dallon Schultz interviews real capital raisers and industry experts who share the strategies, systems, and stories behind raising millions with trust-based relationships. In this episode, Dallon Schultz sits down with Mat Sorensen, CEO of Directed IRA and author of the industry-leading book The Self-Directed IRA Handbook. Matt breaks down how IRAs and 401(k)s are the single most overlooked funding source for real estate deals, private equity, and alternative investments. With over $40 trillion sitting in retirement accounts, fund managers and capital raisers who learn to unlock this pool of capital are gaining a serious edge. Mat shares insights into what qualifies as a self-directed IRA, how to help your investors access these funds, and how Directed IRA makes the process simple and compliant. This episode is a must-listen if you want to raise more capital without asking people to dip into their cash reserves. Follow Mat at @matsorensen on Instagram or visit https://directedira.com to learn more. Sponsor Spotlight: This episode is brought to you by Brad Blazar and Capital School, the Elite Program for Capital Raisers that are looking to scale their business or real estate. 👉 Learn more or access the special offer here: https://go.bradblazar.com/apply-page Key Takeaways: Retirement accounts are the most underutilized capital source—over $40 trillion is sitting in IRAs and 401(k)s.Asking investors if they have money in a retirement account opens the door to larger and easier commitments.Self-directed IRAs allow investors to move funds from traditional custodians like Schwab or Fidelity and invest in alternative assets like real estate, private equity, and syndications.There’s a simple three-step process: open an account, roll over funds, and direct the investment—Directed IRA makes it easy.Resources Mentioned: The Self-Directed IRA Handbook by Mat SorensenDirected IRA PodcastSelf-Directed IRA Summit (SDIRASummit.com)Return on Hustle (ROH) as a time allocation frameworkCapitallyst Pro Resources: Weekly Capital Flow Workshops → https://capitallystpro.io/workshop Email Deliverability Checklist → https://capitallystpro.io/email ChatGPT Copywriter SOP → https://capitallystpro.io/copy Legal Disclaimer: This podcast is intended for informational and educational purposes only. It does not constitute legal, financial, or investment advice, nor is it a solicitation or offer to buy or sell any securities. The hosts and guests share personal experiences and general insights about raising capital compliantly; however, every situation is unique, and compliance with securities laws depends on specific facts and circumstances. Listeners and viewers should seek their own qualified legal, tax, and financial counsel before taking any action. The hosts and production team disclaim any liability for decisions made based on the content of this program.

    38 min
  9. Building Trust, Closing Deals: Our Take on Raising Capital Right

    11/25/2025

    Building Trust, Closing Deals: Our Take on Raising Capital Right

    The hardest part about raising capital isn’t finding money—it’s building enough trust that investors offer it. Learn what’s working right now to attract aligned investors, accelerate trust, and raise capital more consistently. Join our FREE Weekly Capital Flow Workshop → https://capitallystpro.io/workshop About the Show: The Capital Flow Podcast helps capital raisers and fund managers create momentum in their capital, business, and life. Host Dallon Schultz interviews real capital raisers and experts who’ve built systems that attract resources—instead of chasing them. Episode Summary: In this special episode, Dallon Schultz and Paul Kartchner tackle the 20 most common questions they get from capital raisers in workshops, coaching calls, and the Capitallyst Pro community. This isn’t a guest interview—it’s a candid breakdown of the real issues operators face: trust-building, investor communication, automation, follow-up, and the emotional toll of raising capital. They explain why many capital raisers focus too much on the money, how to improve email deliverability, and what makes strong investor relationships stand out. They also share personal stories—from lost investors due to poor follow-up to workflows that changed everything. You'll hear specific tools, frameworks, and automation strategies that let you nurture relationships at scale—without losing the personal touch. If you're looking to attract better investors, save 10+ hours a week, and raise capital with more clarity and confidence, this one’s for you. Sponsor Spotlight: This episode is brought to you by Brad Blazar and Capital School, the elite program for capital raisers ready to scale their business or real estate operation. 👉 Learn more or apply here: https://go.bradblazar.com/apply-page Key Takeaways: Trust takes time. Most raisers rush for money instead of building long-term credibility.Simpler emails outperform fancy templates. Plain-text + segmentation = higher deliverability.Strong investor relationships are built on consistent, genuine touch points—and systems help.Use engagement scoring and automations to know exactly when to follow up personally.Most raisers lose investors due to weak nurture. Weekly education helps you stay top of mind.Automating 80–90% of tasks frees up more time for the real work: human connection.Resources Mentioned: CliftonStrengths AssessmentEngagement ScoringTrust Timeline vs. PipelineInvestor Qualification Quiz FunnelPlain-text Email Formatting Best PracticesCapitallyst Pro Resources: Weekly Capital Flow Workshops → https://capitallystpro.io/workshop Email Deliverability Checklist → https://capitallystpro.io/email ChatGPT Copywriter SOP → https://capitallystpro.io/copy Legal Disclaimer: This podcast is intended for informational and educational purposes only. It does not constitute legal, financial, or investment advice, nor is it a solicitation or offer to buy or sell any securities. The hosts and guests share personal experiences and general insights about raising capital compliantly; however, every situation is unique, and compliance with securities laws depends on specific facts and circumstances. Listeners and viewers should seek their own qualified legal, tax, and financial counsel before taking any action. The hosts and production team disclaim any liability for decisions made based on the content of this program.

    55 min
  10. From ATM Routes to $80 M in Capital: How Michael Guthrie Built Trust before the Pitch

    11/18/2025

    From ATM Routes to $80 M in Capital: How Michael Guthrie Built Trust before the Pitch

    The hardest part about raising capital isn’t finding money—it’s earning enough trust that investors offer it. Learn what’s working right now to attract investors, accelerate trust, and raise capital on autopilot. Join our FREE Weekly Capital Flow Workshop → https://capitallystpro.io/workshop The Capital Flow Podcast helps capital raisers and fund managers create flow in their capital, business, and life by learning from those who’ve built systems that attract resources instead of chasing them. Each week, host Dallon Schultz interviews active capital raisers and experts who share the strategies and systems behind raising millions with trust-based relationships. In this episode, Dallon sits down with Michael Guthrie, Managing Partner of Pacific Capital and founder of Wealth Mission Group. With $80M+ in private equity raised, Michael walks us through his first-ever capital raise—pulling in $6M from his phone contacts using a thoughtful text and the trust he’d built over time. Michael shares how he transitioned from building a nationwide ATM business to investing in multifamily real estate to solve his own tax problem. His story reveals how relationship capital, not pitch decks, drives real investment. He unpacks how discovery-based conversations, emotional intelligence, and authenticity win investor trust—especially in today’s market. Connect with Michael at https://wealthmissiongroup.com or text him at 509-270-6701. Sponsor Spotlight This episode is brought to you by Brad Blazar and Capital School, the Elite Program for Capital Raisers that are looking to scale their business or real estate. 👉 Learn more or access the special offer here: https://go.bradblazar.com/apply-page Key Takeaways Your first raise can come straight from your phone—Michael raised $6M with one personalized message.Start with a discovery call, not a pitch—find out if your investor wants appreciation, cash flow, or tax benefits.Don’t make assumptions—Michael nearly skipped a contact who invested $3M across multiple deals.Every investor matters—treat $25K and $1M investors with the same respect and care.Trust is built through availability and consistency—show up the same way every time.Resources Mentioned “Who Moved My Cheese?” by Spencer JohnsonThe concept of “Investor Fatigue” and asset class pivots30-second video messages to stay top of mindAppreciation vs. Cash Flow vs. Depreciation as investor driversCapitallyst Pro Resources: Weekly Capital Flow Workshops → https://capitallystpro.io/workshop Email Deliverability Checklist → https://capitallystpro.io/email ChatGPT Copywriter SOP → https://capitallystpro.io/copy Legal Disclaimer: This podcast is intended for informational and educational purposes only. It does not constitute legal, financial, or investment advice, nor is it a solicitation or offer to buy or sell any securities. The hosts and guests share personal experiences and general insights about raising capital compliantly; however, every situation is unique, and compliance with securities laws depends on specific facts and circumstances. Listeners and viewers should seek their own qualified legal, tax, and financial counsel before taking any action. The hosts and production team disclaim any liability for decisions made based on the content of this program.

    57 min
  11. Raising $400M with Trust, Not Hype — Inside Sterling R.E. Partners’ Growth Story

    11/11/2025

    Raising $400M with Trust, Not Hype — Inside Sterling R.E. Partners’ Growth Story

    The hardest part about raising capital isn’t finding money—it’s earning enough trust that investors offer it. Learn what’s working right now to attract investors, accelerate trust, and raise capital on autopilot. Join our FREE Weekly Capital Flow Workshop→ https://capitallystpro.io/workshop The Capital Flow Podcast helps capital raisers and fund managers create flow in their capital, business, and life by learning from those who’ve built systems that attract resources instead of chasing them. Each week, host Dallon Schultz interviews real capital raisers and industry experts who share the strategies, systems, and stories behind raising millions with trust-based relationships. In this episode, host Dallon Schultz speaks with David Zeff, Founder and President of Sterling Real Estate Partners Group, and Leanne, who together bring more than 40 years of combined experience in commercial real estate, multifamily acquisition, and operational execution. David shares his shift from California office properties to residential multifamily during the Great Recession, emphasizing why strong operations and landlord-friendly markets shaped Sterling’s strategy. Leanne explains how her property and asset management expertise became central to Sterling’s underwriting and execution, stress-testing deals before acquisition. They discuss their approach to pairing vision with operations from day one, why on-site staff should be treated like CEOs of the property, and how culture, staffing, and tenant experience directly drive returns. Sponsor Spotlight This episode is brought to you by Brad Blazar and Capital School, the Elite Program for Capital Raisers that are looking to scale their business or real estate.  👉 Learn more or access the special offer here: https://go.bradblazar.com/apply-page Key Takeaways • Great acquisitions succeed only when aligned with capable operations early in the process. • On-site managers are the CEOs of the property; invest in them and turnover decreases. • Expect operational surprises; flexibility and rapid decision-making are critical. • Strong community culture originates with staff engagement, not amenities. Resources Mentioned • Quote: “Acquiring the deal is the easy part. The money is made in the management.” Capitallyst Pro Resources Weekly Capital Flow Workshops → https://capitallystpro.io/workshop Email Deliverability Checklist → https://capitallystpro.io/email ChatGPT Copywriter SOP → https://capitallystpro.io/copy Legal Disclaimer: This podcast is intended for informational and educational purposes only. It does not constitute legal, financial, or investment advice, nor is it a solicitation or offer to buy or sell any securities. The hosts and guests share personal experiences and general insights about raising capital compliantly; however, every situation is unique, and compliance with securities laws depends on specific facts and circumstances. Listeners and viewers should seek their own qualified legal, tax, and financial counsel before taking any action. The hosts and production team disclaim any liability for decisions made based on the content of this program.

    49 min
  12. Attracting Investors Through Trust, Systems, and Relationships

    11/03/2025

    Attracting Investors Through Trust, Systems, and Relationships

    The hardest part about raising capital isn’t finding money—it’s earning enough trust that investors offer it. Join our FREE Weekly Capital Flow Workshop → https://capitallystpro.io/workshop Learn what’s working right now to attract investors, accelerate trust, and raise capital on autopilot. The Capital Flow Podcast helps capital raisers and fund managers create flow in their capital, business, and life by learning from those who’ve built systems that attract resources instead of chasing them. Each week, host Dallon Schultz interviews real capital raisers and industry experts who share the strategies, systems, and stories behind raising millions with trust-based relationships. In this launch episode, Dallon Schultz and Paul Kartchner, Co-Founders of Capitallyst Pro, share the core framework behind the show and what listeners can expect moving forward. They explore three principles that define modern capital raising: Raising vs. Attracting Capital — Build visibility so opportunities come to you.Sales Pipeline vs. Trust Timeline — Guide investors through trust, not pressure.It’s Not Who You Know, It’s Who Knows You — Let credibility and authenticity create capital flow.Through their own experience and stories from upcoming guests, Dallon and Paul show how systemizing trust and visibility leads to consistent capital flow and stronger investor relationships. Sponsor Spotlight This episode is brought to you by Brad Blazar and Capital School, the Elite Program for Capital Raisers looking to scale their business or real estate. Learn more or access the special offer here → https://go.bradblazar.com/apply-page Key Takeaways • Shift from raising to attracting capital • Replace your sales pipeline with a trust timeline • Create flow by removing relationship friction • Let authenticity and value lead your brand • Money flows where value leads Resources Mentioned Concept Highlight: “Trust is the true currency of capital.” Capitallyst Pro Resources: Weekly Capital Flow Workshops → https://capitallystpro.io/workshop Email Deliverability Checklist → https://capitallystpro.io/email ChatGPT Copywriter SOP → https://capitallystpro.io/copy Legal Disclaimer: This podcast is intended for informational and educational purposes only. It does not constitute legal, financial, or investment advice, nor is it a solicitation or offer to buy or sell any securities. Listeners should seek qualified legal, tax, and financial counsel before taking action. The hosts and production team disclaim any liability for decisions made based on this program.

    14 min
  • 12 Episodes

About

The Capital Flow Podcast dives deep into the real stories behind raising capital — the wins, the setbacks, and the lessons that shape successful investors and fund managers. Hosted by Dallon Schultz, founder of Capitallyst Pro, each episode unpacks proven strategies, systems, and mindsets that help capital raisers scale with trust and automation.

Information

  • Creator
    Dallon
  • Years Active
    2025 - 2026
  • Episodes
    12
  • Rating
    Clean
  • Copyright
    © 2026 The Capital Flow Podcast
  • Show Website
    The Capital Flow Podcast