Fund Playbook

Need a pitch deck template that raises capital? In this solo masterclass, Fund Playbook host Jimmy Atkinson reveals the exact 7-slide framework he’s used to help private fund managers and real-estate syndicators raise more than $1 billion. Follow along and grab the free template to build your own deck today. Download our pitch deck template: https://fundplaybook.com/template/

If you want to build a brand that raises capital, you need more than a nice logo and a slick pitch deck. In this live Fund Playbook episode, PR and branding expert Amanda Samoyloff breaks down what makes a financial brand resonate with investors, and what quietly turns them away. Show notes and summary: https://fundplaybook.com/2025/06/fp-021/

How do the wealthy really make their investment decisions? In this live Fund Playbook episode, capital-raising strategist Angela Hwang shares what actually wins the attention and trust of high net worth investors. Learn proven messaging frameworks, outreach channels that still work in 2025, and the compliance pitfalls to avoid. Show notes & summary: https://fundplaybook.com/2025/06/fp-020/

Thinking about launching a real estate fund in 2025? In this episode of Fund Playbook, Jimmy Atkinson and Andy Hagans break down what it really takes to get started. From structuring your fund the right way to crafting a clear brand story and navigating today’s capital-raising landscape, this episode is packed with insights for emerging fund managers. Show notes & episode summary: https://fundplaybook.com/2025/06/fp-019/

Tired of expensive ads and cold outreach? In this episode, Andy Hagans shares a simple guerrilla marketing strategy: appearing as a guest on other people’s podcasts. Learn how fund managers, syndicators, and financial professionals can grow their credibility, build visibility, and generate high-quality leads... all without launching their own show. Andy walks through his 3-step playbook for leveraging podcast interviews as a marketing channel: craft your brand story, create a one-sheet, and start booking appearances. If you want a smarter, lower-cost way to grow your investor base and build authority in your niche, this episode is for you. Show notes & summary: https://fundplaybook.com/2025/05/fp-018/

This Capital Raising Playbook gives you a step-by-step plan to build your pipeline, pitch investors, and raise your first $1 million. Download the free guide: https://fundplaybook.com/capital

Unlock the art and science of raising capital from accredited investors. Angela Hwang of RevGen Consulting joins Fund Playbook to share proven frameworks for finding, nurturing, and closing sophisticated investors—without burning bridges or violating SEC rules. Show notes & summary: https://fundplaybook.com/2025/05/fp-016/

In this episode, we break down the key differences between Limited Partners (LPs) and General Partners (GPs)—two essential roles in private equity, venture capital, and real estate syndications. Show notes & summary: https://fundplaybook.com/2025/05/fp-015/

New data shows that the U.S. economy contracted at a 0.3% annual rate in Q1 2025, making a recession appear imminent. How should fund managers and syndicators prepare? Show notes & summary: https://fundplaybook.com/2025/05/fp-014/

Starting your own private fund or real estate syndication can be daunting, in part because of all of the legal complexities. Securities attorney Andrew Doup joins Fund Playbook to answer common legal questions from emerging fund managers. Show notes & summary: https://fundplaybook.com/2025/04/fp-013/