Funds on Fire

Devin Robinson

Welcome to Funds on Fire, hosted by Devin Robinson—a seasoned fund manager with years of experience launching, managing, and scaling multiple successful investment funds. Devin has also helped numerous entrepreneurs ignite their own fund ventures. This podcast is your go-to guide for mastering the world of investment funds and capital raising. In each episode, Devin dives deep into the essential aspects of fund management, SEC compliance, and strategic capital raising, sharing the insights that have powered his own success. Alongside solo episodes filled with practical advice, you’ll hear from top fund managers whose funds are truly on fire. These industry leaders reveal the strategies, tactics, and stories behind their remarkable success. Whether you’re an emerging fund manager or a seasoned professional aiming for greater heights, Funds on Fire delivers the knowledge and inspiration you need to take your funds to the next level. Subscribe today and turn your financial ambitions into a blazing success!

  1. 5D AGO

    How much to launch a fund + New Fed chair, 5% 30 Year, AI Roll ups & Agents | Ep. 30

    Send us Fan Mail Get Fund Flow use FIRE 30% off Check out the Fractional Chief AI Officer Get Fund Foundations We break down why the “$20M minimum” story around real estate fund formation keeps getting repeated and what it actually costs to launch a compliant fund or fund equivalent in 2026. We connect the week’s market headlines to a simple operator playbook: run lean, communicate clearly, and use a 30-day decision tree to prove you’re ready before you spend real money. • New Fed chair expectations and why we assume flatter rates  • 30-year Treasury above 5% and what that does to underwriting  • Private credit BDC redemptions and why capital is rotating  • The AI roll-up playbook for real estate adjacent service businesses  • Why agentic ERP and AI ops raise LP expectations fast  • Who profits from the $20M narrative and how it blocks operators  • Real fund launch line items: PPM, Form D, Blue Sky filings, CPA, K-1s, software  • When you can skip full fund admin and when you cannot  • A realistic year-one budget of roughly $30K to $35K  • The 30-day readiness plan: audit investor list, write a one-paragraph thesis, vet 506B vs 506C with an SEC attorney, test a one-pager with three investors  • Next steps: Fund Founders Foundation, seven-day syndication launch, and getting your operating system in place  If you guys have been enjoying this show, there's one simple way that you can support us, and it's by hitting that follow button or that subscribe button on the app that you're listening to. Following the show and leaving a quick reply or review goes a really long way in helping us to grow and continue to deliver top tier content. Get the Free Capital Raising Course Get Fund Flow Os Join the Free Capital Raising Community Apply to the Founder's Circle Follow me on instagram Connect with me on Linkedin

    36 min
  2. MAY 11

    Wall Street Bought The AI Future | Ep. 29

    Send us Fan Mail Wall Street just made its move and it wasn’t subtle. In a single week, billions flowed into top AI labs while the largest financial institutions quietly pushed forward on tokenized real estate funds and blockchain trading rails. When those two waves hit at once, the message to fund operators is clear: the next decade’s winners won’t be the loudest voices debating whether AI is “real.” They’ll be the teams who install it, document it, and use it to move faster than everyone else.  We walk through why coordinated mega-checks into AI aren’t a lottery ticket on hype, they’re a bet on AI adoption inside existing portfolio companies where productivity gains show up directly in EBITDA. Then we bring it down to street level: LP diligence is changing fast, and we’re already hearing the new questions that decide who gets allocated to. Can we use AI in underwriting to process more deals? Can we use it in investor relations to communicate consistently? Can we use it in the back office so operational cost per dollar raised keeps falling instead of rising?  From there, we connect the “brains” to the “rails.” Tokenization lowers minimums, speeds up settlement, and introduces the kind of secondary liquidity most traditional funds don’t want to think about. We also flag the compliance reality: regulators are scrutinizing AI-driven investing claims, so marketing can’t run ahead of actual workflows. Finally, we switch to tactical mode with five practical AI workflows and a simple tool stack we can install quickly to level up prospecting, pre-call prep, meeting follow-up, IR drafting, and underwriting review.  If you want to stay competitive as AI adoption and tokenized finance reshape fundraising, operations, and investor expectations, hit subscribe, share this with a fund manager friend, and leave a quick review so we can keep leveling the show up. What’s the first AI workflow you’re installing this week? Get the Free Capital Raising Course Get Fund Flow Os Join the Free Capital Raising Community Apply to the Founder's Circle Follow me on instagram Connect with me on Linkedin

    27 min
  3. MAY 6

    Fed Revolt And A Faster Path To 506C Capital & The New Accreditation Test | Ep. 28

    Send us Fan Mail The Fed didn’t just “hold rates” it exposed a fight. An 8 to 4 split, the most divided FOMC vote since 1992, signals real tension under the surface, and that tension matters if you raise capital for a real estate fund. I walk through what the dissent means, why the Powell-to-Warsh transition could keep cuts slower than the market hopes, and how I’d message LPs when rate expectations shift. You’ll get a ready-to-use investor email script that reframes underwriting assumptions, protects confidence, and opens the door for a deeper conversation before investors come to you with doubts.  Then we get into one of the most practical SEC updates for operators raising under Reg D 506C. CDNI 148.01 changes how accredited investor verification can work, and it can remove the paperwork friction that kills momentum mid-commitment. I also break down a simple LinkedIn post you can run this week to educate your network, surface warm leads, and turn comments into direct-message conversations that actually convert. If you care about compliance, fundraising efficiency, and building a clean investor pipeline, this section is a must.  Finally, we talk modern capital raising tactics: how serious operators are using AI for investor research, truly personalized outreach, and follow-up sequences that adapt based on behavior, not a stale five-email template. We also look ahead at a possible knowledge-based accredited investor test that could expand your addressable investor pool, plus the contrarian risk behind $100 billion in distressed and opportunistic credit dry powder and the exact questions LPs should be asking right now. Subscribe, share this with a fund manager friend, and leave a review if the action steps help you execute this week. Get the Free Capital Raising Course Get Fund Flow Os Join the Free Capital Raising Community Apply to the Founder's Circle Follow me on instagram Connect with me on Linkedin

    24 min
  4. APR 9

    The Invest Act And The New Playbook For Fund Managers | Ep. 27

    Send us Fan Mail We come back after a break with a real-time reset on capital raising, breaking down the biggest regulatory shifts in years and what they mean for funds, syndications, and real estate operators. We also map out how AI agents are replacing entire workflows and share a practical action plan to stay compliant while moving faster.  • why the last 90 days reshape the capital raising game  • podcast stats, what we learned from the audience, and our cadence going forward  • the Invest Act and why it could be the biggest shift since the JOBS Act  • how the accredited investor definition may expand through inflation updates, credentials, and an SEC exam  • what changes to Reg D could mean for events, universities, and sponsored pitching  • VC fund limit increases and why they matter for emerging managers  • the finders problem and what regulatory clarity could unlock  • how to prepare now: pipeline building, document updates, stronger verification, better recordkeeping  • why AI agents now take actions across investor relations, content, compliance research, and deal analysis  • how we use Fundflow to automate follow-ups with guardrails and monitor relationships  • what a fractional Chief AI Officer does and when it beats hiring full time  • shadow AI risks and how governance protects investor data  • a simple AI action plan: audit tasks, automate one workflow, lock down data rules  If you want to talk about bringing in a fractional CAIO to into your fund or your syndication or your operation, DM me.  Go to my Instagram, DM me the word skills.  If this episode gave you any value, share it with one person who's raising capital or building a fund.  Get the Free Capital Raising Course Get Fund Flow Os Join the Free Capital Raising Community Apply to the Founder's Circle Follow me on instagram Connect with me on Linkedin

    17 min
  5. 11/19/2025

    $30M VC Fund Explains His Y Combinator-Only Strategy w/ Gabriel Jarrosson | Ep. 23

    Send us Fan Mail 💻 Start your 30-day free trial of Fund Flow OS 🚀 FREE Fund Foundations 101 Course What happens when an “outsider” refuses the rules and builds his own lane inside Silicon Valley’s most competitive ecosystem? We sit down with Gabriel Jorison, founder of Lobster Capital, to trace the leap from Paris to San Francisco, the years of founder grind, and the playbook that turned a small fund into one of the most trusted names around Y Combinator. Gabe pulls back the curtain on why he focused exclusively on YC, how he earned access without alumni status, and why a traction-first thesis beats pedigree and hype. We explore his decision to launch the largest independent media brand covering YC, the way consistent storytelling compounds into founder trust, and how that trust converts into allocations at the top of each batch. He also shares the art of saying no—declining buzzy deals when retention, acquisition quality, or revenue momentum don’t hold up—even when FOMO is loud. We get candid about AI. Gabe explains why he initially avoided “wrapper” plays, what changed his mind, and why not using AI today is a red flag. Expect a sharp view on moats: models are engines you can swap, but the real defensibility sits in brand, distribution, UX, and proprietary data. For operators and emerging managers, he details fund mechanics, standard 2-and-20 structure, timelines, and real paths to liquidity through secondaries. For founders, he lays out the practical help Lobster brings beyond capital, from pattern-matching across 100+ YC startups to hands-on media and distribution support. You’ll come away with a clear set of principles: go where the density of talent is highest, measure teams by traction, build a media flywheel, and stay humble enough to change your mind fast. If that sparks your next move, subscribe, share this with a friend who needs it, and leave a quick review so we can keep bringing you the most actionable conversations in venture. Get the Free Capital Raising Course Get Fund Flow Os Join the Free Capital Raising Community Apply to the Founder's Circle Follow me on instagram Connect with me on Linkedin

    1h 1m

About

Welcome to Funds on Fire, hosted by Devin Robinson—a seasoned fund manager with years of experience launching, managing, and scaling multiple successful investment funds. Devin has also helped numerous entrepreneurs ignite their own fund ventures. This podcast is your go-to guide for mastering the world of investment funds and capital raising. In each episode, Devin dives deep into the essential aspects of fund management, SEC compliance, and strategic capital raising, sharing the insights that have powered his own success. Alongside solo episodes filled with practical advice, you’ll hear from top fund managers whose funds are truly on fire. These industry leaders reveal the strategies, tactics, and stories behind their remarkable success. Whether you’re an emerging fund manager or a seasoned professional aiming for greater heights, Funds on Fire delivers the knowledge and inspiration you need to take your funds to the next level. Subscribe today and turn your financial ambitions into a blazing success!