← Back to Calculator Suite 05 / Capital Formation Requirements Calculator

What does this raise actually require to close?

Translate your target raise into the operational reality behind it: how many funded investors, qualified relationships, and investor opportunities your Investor Acquisition Vehicle must produce to reach it, and at what pace.

Fund Inputs

These figures already exist in your business plan, PPM, underwriting assumptions, and capital-raising plan.

$

The capital still needed to close this fund or offering.

$

The average commitment size you expect per funded investor.

%

The share of qualified relationships that convert to a funded commitment.

%

The share of investor opportunities that become qualified relationships.

Time left until your fundraising deadline or planned final close.

Required to Close

Live estimates based on the inputs to the left.

Required Funded Investors
Required Qualified Relationships
Required Investor Opportunities
Funded investors / month
Qualified relationships / month
Investor opportunities / month
These are scenario-based management assumptions built from your inputs, not guarantees of a raise outcome. They exist to show whether the fund's desired raise is consistent with the actual conversion capability of the current Investor Acquisition Vehicle.
Phase 3 / Adaptive Investor Journey
Awareness → Education

Investor Opportunities

Prospects entering the top of the AIAS Investor Journey™ who have not yet been qualified.

Trust → Credibility

Qualified Relationships

Accredited investors who have advanced through Detailing and are ready for serious engagement.

Engagement → Investor Confidence

Funded Investors

Qualified relationships that convert into an actual capital commitment to the fund.

How the Math Works

Three formulas, applied in sequence

Each formula converts the fund's capital target into the next layer of investor activity required to support it.

Required Funded Investors = Remaining Capital Target ÷ Expected Average Allocation
How many individual commitments, at your expected size, are needed to fill the remaining capital target.
Required Qualified Relationships = Required Funded Investors ÷ Expected Qualified-Investor Close Rate
How many qualified relationships must exist in Detailing to produce that many funded investors, at your expected close rate.
Required Investor Opportunities = Required Qualified Relationships ÷ Qualification Rate
How many raw investor opportunities the top of the AIAS Investor Journey™ must generate to produce that many qualified relationships.
Capital Sourcing Partners

Know the requirement before you commit the budget.

A full AIAS Capital Formation Audit compares this requirement against what your current Investor Acquisition Vehicle is actually producing, and shows you exactly where the gap is.

Talk to Capital Sourcing Partners