“Forget Begging Banks and VC's for Cash, Our Proven Blueprint Raised $42M in 9 Months Without Loans, Debt or Losing Equity!”
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Are you tired of being rejected by banks, VCs, or private equity? Most founders don’t know this capital strategy exists!
Most existing founders, real estate developers and ambitious entrepreneurs with bright ideas and amazing running businesses end up wasting months on gruelling applications, meetings, networking and roadshows that go nowhere, wasting valuable time and risking their businesses future.
NOTE: If your rushed for time, why not check out our "Quick Recap" section at the bottom of this article 😉.
Now instead of real progress, most founders seem to be pushed toward the same traditional approach such as doing:
❌ Pitch Decks to VC's + Family Offices
❌ Giving away 20–60% equity of control in series rounds to PE or Angels
❌ Roadshows that go nowhere
❌ Getting expensive bank loans or debt (If your lucky to be approved)
And in case you’re wondering, this works perfectly for:
✅ Startups raising seed funds
✅ Existing Business Owners needing cash-flow to scale
✅ Real Estate Investors & Developers looking to grow portfolios rapidly
✅ Acquisition Entrepreneurs aiming to buy companies
✅ Corporate Development Teams acquiring for growth or market share
✅ Private Investors or Hedge Fund Managers looking for opportunities
While our alternative finance may feel unfamiliar at first, it is a well established approach, as these principles have already been proven across similar industries such as pre sales, crowdfunding and crypto-ecosystems, clearly highlighting how effective and credible it is, within proven, real-world models .
The Process
Our alternative capital raising process is simple. This blueprint is designed for founders and entrepreneurs looking to start, scale, acquire, exit, or raise their first $100K, $500K, or even $5M and with a few additional legal elements and operational structure, the same process can be used to raise $50M+ if desired.
My goal is to deliver as much value as possible in this article and clearly demonstrate proof that I've actually done this at an elite level while showcasing how the hidden world of capital actually works.
That’s why I want this document in the hands of as many existing and ambitious founders as possible, so they can replicate our process and implement it directly into their own business.
Once you've read this entire article to the end you'll have the insight and confidence to get started. Just don't forget to access my personal outbound sales call opening script, I developed to help raise over $42,000,000 within 9 Months, 100% FREE by clicking the blue link below.
The Journey
The Journey
📦From Delivering Packages to Delivering Capital Results.
See, I didn’t start in finance. My journey was a little different — I started from the ground. Literally.
I started as a courier — running deliveries through London’s financial district.
Every day I walked through the offices of Santander, Vanguard, Barclays and billion-dollar VC and PE firms.
But I didn’t just drop off parcels. I paid attention.
I listened. Observed. Asked questions. Built key relationships. That courier pass got me through doors most people would only dream of getting into.
Over time, I learned how capital really works by speaking with key players like:
Over time, I learned how capital really works by speaking with key players like:
🔑VC and Hedge Fund partners managing over $1B - $248BN respectively
🔑Ex Credit Suisse Risk Manager (Now at Morgan Stanley)
🔑Corporate Development teams at Cisco buying CRM Tech roll-ups for $60M+
🔑Insiders at Vanguard — yes, the $9.1 trillion asset giant 😲
I didn’t just drop off packages. I was picking up blueprints.
They explained how their world worked. I took notes. Then I applied it.
You see, that was my classroom...
But this wasn't overnight — this was over 10+ years of patience and learning.
Eventually I used all those insights to help raise over $42M in under 9 Months- with no VC pitches, no Bank loans and zero equity loss. Now I'm on a mission to uncover this exact process to help entrepreneurs and founders such as yourself.
💡 “It’s almost always harder to raise capital than you thought it would be, and it always takes longer.
💡 “It’s almost always harder to raise capital than you thought it would be, and it always takes longer.
So plan for that.” - Forbes
So plan for that.” - Forbes
The Big Idea
The Big Idea
Step 1: Build an Offer Investors Can’t Ignore.
Struggling to raise capital because your business doesn’t look investable?
It’s not about your product — it’s how it’s packaged. Most founders chase money without giving investors what they actually want: a credible, return-driven opportunity.
Start with a Proof-Backed Business
You don’t need to be Elon Musk. You need:
You need a real offer, at the start, growth, acquisition, or exit stage—and a clear path to fixed returns..
Proof of traction or market potential.
If you’ve got those things, you’re fundable. Now it’s about presentation.
And don’t worry—this works for almost any business. I’ve raised capital for property developers, financial apps, and even energy tech companies that sell used cooking oil and turn into energy, allowing them to sell to national grids, so I’m confident it will work for your business just as well..
The Two Docs That Unlock Capital:
✅Pitch Deck — the overview of your offer, team, market, and use of funds
✅Investor Memorandum (IM) — mirrors the Pitch Deck and is the detailed breakdown showcasing risks, terms, projections, and deal structure, required for sophisticated investors and for larger deal sizes.
💡 Crypto projects crush this. They turn their pitch into a landing page and rebrand the IM as a “whitepaper.” Same info. Better delivery.
🔟 The 10-Point Pitch Deck Checklist
📌 Idea:
What’s the big idea, the story, and the reason this matters right now?
✅ Investors back clear, scalable ideas with urgency, relevance, vision.
📌 Problem:
What real problem are you solving—and for whom?
✅ The bigger and more painful the problem, the more valuable your solution becomes.
📌 Solution:
What’s your unique product, service, or offer—and how does it solve the problem?
✅ Highlight how it works, why it’s different, and why it will win.
📌 Market:
What’s the market size, growth trajectory, and timing—and why now is the right time?
✅ Show data. Investors back timing and scalability, not just ideas.
📌 Competition:
Who are the key players? Where are you positioned in the market?
✅ Acknowledge competitors—but clearly explain your edge or unique positioning.
📌 Business Model:
How exactly do you make money—and what are the core revenue streams?
✅ Investors want simplicity: How do dollars flow in, and how does it scale?
📌 SWOT + SHARP:
What are your Strengths, Weaknesses, Opportunities, and Threats—and where’s your sharp market edge?
✅ Address risks upfront, but reframe weaknesses as future growth opportunities or barriers to entry for others.
📌 Traction:
What real-world proof do you have—sales, users, retention, or results?
✅ Even small wins or momentum signals can tip investor confidence in your favour.
📌 Financials:
What are your key financial forecasts, use of funds, burn rate, raise amount, and investor returns?
✅ Keep it high-level, credible, and grounded. Numbers tell the story.
📌 Team:
Who’s leading this—and why is this the team to back?
✅ Investors back founders first—show your credibility, experience, and unfair advantage.
Serious Investors Look for Serious Structure.
Most won’t read everything — but the ones who do invest bigger, because they understand your deal. For example, most traditional businesses make less than 10% net profits, so to have this as a fixed return coupled with a great team, financials and execution plan, is a game changer once positioned correctly.
Without the combination of this and your IM (investor memorandum) raising capital is an uphill battle. With it, you're instantly seen as credible, strategic, and ready to scale.
💡 "The fastest way to launch or lead your market is by turning your idea or business into an investable product with access to consistent, reliable capital to win."
💡 "The fastest way to launch or lead your market is by turning your idea or business into an investable product with access to consistent, reliable capital to win."
Quality Leads
Quality Leads
Step 2: Find Investors Ready to Fund You.
You’ve got a solid idea or business—but no one’s writing checks. You’re sending messages, making posts, maybe even buying leads… and still getting ghosted.
The truth? Most founders waste time pitching to the wrong people. They chase cold investors with no interest, no context, and no trust.
You need qualified leads—investors who are already looking for deal flow. I discovered this process on a tiny sales floor where I made over ☎️ 400-700 cold calls per day, opening up 12-18 leads daily after I stepped things up, and that was with the worst leads as was just getting started.
How? Here’s the exact playbook I used:
Start With the Right Prospecting List:
Buy a quality database of your ideal customer (ICP) or a list of accredited or self-certified investors (typically $3K–$5K). These lists come verified and pre-vetted and many checked against DNC/TPS (do not contact) registries to stay compliant.
Script Like a Pro:
Your opener matters more than anything. I use a 3-5 minute script that leads with numbers, not fluff, just the offer, terms, returns and a self qualification question. It cuts through the noise fast and get's an amazing 67% conversion rate and you can download it here 100% free >.
Don’t Have Time for 400-700 Calls a Day?
No problem. Start with 30–50 calls daily—or use Meta and Google Ads to generate inbound leads. Warm leads convert faster, but they cost more upfront as your buying data at the start ($15K–$25K to start).
You pick the strategy—both work.
Sales Floor Set Up:
This is the part where most people get confused — but the truth is, the simpler it is, the better.
When I first started, only the senior team sat down. I stood all day at a bank of tables with the cold callers. It was gruelling, but it’s how I earned my stripes and moved to the next level.
Requirements are as follows:
✳️Call Scripts: Have a strong opening script for cold or inbound calls, plus follow-up scripts to move leads down the pipeline. Pair these with template emails for consistent outreach.
✳️ VOIP Phone System – Must have multi telephone numbers and country targeting plus click-to-dial so you’re not wasting time manually typing numbers.
✳️ CRM – Used to load prospect lists or inbound leads, track them through a pipeline, and keep notes so you know exactly where each deal stands.
✳️ Headset – Wireless if possible. Saves your neck and lets you dial all day (essential for cold calling).
✳️ Call Recording – Via your VOIP provider or third-party software. Helps you improve and protects you legally.
Your Digital Footprint
Your Digital Footprint
So you finally get an investor on the phone… and they vanish.
No callback. No follow-up. Just radio silence.
Why? If they genuinely was interested it's mainly because they Googled you—and didn’t like what they saw!
In today’s market, your digital footprint is your credibility. If your site looks dated, your email is a Gmail, or your brand presence feels thrown together, you’ll lose the deal before it even starts.
(How Fisher Investments pass the Google Test and that’s before the customer even visits their website)
The truth is Investors might forget your pitch—but they’ll always Google you.
That’s when the real test begins, so create immediate trust with what I call Perception Architecture.
This is where you make yourself, and business look professional and ready to be funded - Even if you're not yet.
Trust Signals Checklist:
✅Professional Website – A single-page site with your offer, numbers, team, and CTA (use Carrd, Notion, or Google Sites if needed).
✅Custom Email Domain – Ditch Gmail. A branded email costs $5/month and adds instant trust.
✅Clean Branding – professional Logo, colours and imagery across your site, PDF, and profiles.
✅Social Media - (LinkedIn, X/Twitter, Instagram, Facebook etc) – Update your bios to reflect credibility and post.
✅Press + Social Proof – Add 1–2 case studies, testimonials, reviews or media mentions—even if they’re short content as it compounds fast.
✅Google Test – Type your name, product + business into Google. Do you like what you see? If not, fix it. This is what investors see first.
Here’s how to do it fast, cheap, and in under 48 hours:
Investor Psychology Tip:
Most investors make a yes/no decision in under 2 minutes based on perceived trust.
You don’t need to be famous—just showcase your professional and can handle capital.
💡"Set and warm up your email authentication records — SPF, DKIM, and DMARC — to avoid spam filters and blacklisting"
When you have all this in place, your follow-up calls became 2X easier.
Investors are more warmed up. you can focus on rapport, not resistance — and that’s where the conversions happen.
Closing the Deal
Closing the Deal
Step 4: Build Instant Trust and Close with Confidence
This is where things get real.
The follow-up calls isn’t just about the offer — it’s about relationships and connections.
It’s your chance to build rapport, filter, answer questions, and learn why the person is actually looking to invest.
Often, it's not about returns — it's purely about security.
✅ They might be:
✔️Building a nest egg for their children or grandchildren
✔️Trying to offset inflation eating into their savings
✔️Looking to supplement their lifestyle during retirement
✔️Or simply tired of low returns in traditional vehicles
I’ve learned over thousands of these calls. You win by listening.
I talk less than I listen, always keep strong tonality and show genuine interest.
I’ll then be asking:
I’ll then be asking:
🔹 “Roughly how much funds would you say you have today — and where is it placed?”
🔹 “What’s brought you the best return in the last 12 months?”
🔹 “What’s currently under performing in your portfolio?”
These aren’t just casual questions —
This then allows me to:
This then allows me to:
🔹Ultimately build trust by modelling real returns
🔹Suggest other of our offers once they’re comfortable
🔹Show how our offer stacks up
🔹Compare performance
🔹Opening to anything personal they share and mirror them
💡 “Get the person to laugh or open up personally about their goals during the call — showcases trust building and real intent”.
🔎 What I Also Ask (To Gauge Readiness)
🔎 What I Also Ask (To Gauge Readiness)
✅Is there a preferred date/time you’d want the investment to begin?
✅Do you need to liquidate any positions or wait on fund transfers?
✅Are the funds local or overseas?
✅ Who do you bank with? (helps for later stage)
These questions are crucial as —
Many prospects need to:
Many prospects need to:
🔸Speak with Partner/Financial Advisor
🔸Exit a trade
🔸Await funds from legal such as divorce or inheritance
🔸Move funds from overseas
🔸Or get liquidity freed up
Closing becomes effortless once you have this playbook in hand and guide investors through the roadblocks before they even appear. Just remember to set deadlines, as scarcity and urgency drive action. Do this right, and the close takes care of itself.
The Legal Stack
The Legal Stack
Step 5: Secure the funds with the right compliance and legal stack investors expect.
Most founders lose deals at the final hurdle — not because of the pitch, but because they fumble the paperwork. Even if an investor is ready to go, sloppy contracts, poor terms, or lack of compliance kill the momentum instantly.
Here’s a quick way to keep the money flowing and protect the investment...
✅ Lock It In With Legals That Build Trust
I’ve seen founders lose 6-figure deals because they sent over a “template” they found on Google. Don’t wing this. Use a verified legal team or templates that cover:
Deal Terms
Backed by (if any)
Repayment Structure
Risk Disclosures
✅ Don’t Forget AML & KYC
It’s not just for banks. Always have anti-money laundering and ID checks in place. It keeps you compliant and protects your reputation. If you’re raising over $100K, this is mandatory.
✅ Make It Friction-less
Send pre-filled documents. Use an online document signature company . Add bank details right inside the payment request email. If they have to ask what the next step is — you’ve already lost them.
Getting Funds Banked
Getting Funds Banked
Step 6: How Do I Actually Structure the Raise?
Ever thought, “Okay, I’ve got interest... but how do I actually collect the money legally and securely?”
You're not alone. This is where most founders freeze— they’ve built momentum, but don’t know what paperwork, platform, banks or structure to use to close the deal.
What I'm about to reveal is the real hidden gem to make this blueprint stand out! 🔥
💼The Private Loan Agreement:
This is the step you need to focus on before you begin worrying about banking the deal.
A Private Loan Agreement (PLA) is the simplest, most effective unregulated vehicle to raise capital for your first $100K or smaller $250K-$1M raises, without the complexity of mini bonds. Using compliant legal frameworks you have the ability to raise up-to $5M in most countries and region.
✳️Simple, effective structure – Perfect for first-time raises or keeping capital raises straightforward. Works well for up-to $5M per country across multiple countries annually.
✳️Easy to sell & explain – Most people don’t talk about or understand PLA's, making them easier to pitch than mini bonds. Investors see exactly what they’re getting: terms, interest, and repayment schedule.
✳️Bank-aligned returns – You’re offering the same fixed rates banks charge businesses for loans. Average small business loans are around 6–11% APR (source: Bankrate).
✳️Provides a clear path to mini bonds or more complex structures as your raises surpass the $25M-$50M mark.
✳️ No equity loss, You raise capital without giving away a single share.
✳️Fully compliant, Ensuring your documentation is legally reviewed and compliant correct legal framework , you'll meet SEC/FCA and EU Prospectus regulatory overview guidelines.
✳️Reviewed documentation and the correct framework, meeting SEC, FCA, and EU Prospectus regulatory guidelines.
✳️ Limit offers to 150 certified high-net-worth or sophisticated investors per country
✳️High trust factor, Institutional and retail investors alike love them when presented properly.
✳️Used by major players — Brands like BrewDog, WeWork and John Lewis have used similar models to fund expansion.
💡By repeating this process across multiple geographies, you could raise up to ~$50M in a 12-month window — for example, 10 compliant Purchase Loan Agreements could operate in 10 countries — without breaching prospectus and limits thresholds.
📈 What You’ll Need to Launch Your Mini-Bond Later:
-A Legal Issuer (Your company ideally or a bonded Special Purpose Vehicle SPV)
-FCA/SEC Compliant paperwork (For Regulation)
-Investor Memorandum clearly showing risk, returns, and terms
-Third-party payment handling
🏦 Banking & Escrow Agent House Rules:
There are a few housekeeping rules if you decide to use your existing or new business account that both parties will need to cover:
✅Contact their banks in advance (stating funds leaving/arriving and reasoning)
✅Schedule either an in-person visit or a video call if available
✅Request to lift any transfer limits from Investors bank
This step is critical to avoid flags, delays, or bounce-backs. If banks aren’t pre-warned, even legitimate deposits can get blocked or flagged — and it spooks the investor fast. Best way to minimise this is by calling up both traditional and fintech banks to find the right setup for your needs.
Ask how they handle:
✳️Deposits you offer for example- $10K, $50K, $100K+
✳️What happens if funds gets flagged
✳️Time-frame for funds to be cleared
This steps gives you a true landscape of market and how best to treat investors funds while minimising risk.
Lastly, once funds are received,
✅ Client gets both a confirmation email and call right away
✅ Send Welcome Pack (digitally and or physically)
💡Maintain your CRM and follow up quarterly; investors often upgrade after their first interest payment
There you have it, this is the same proven funding model used by leading companies to raise capital efficiently and scale faster. With the blueprint in your hands, you now have everything needed to take action and build your company the right way.
Quick Recap
Quick Recap
The key takeaway is to follow this clear 6-step framework, giving you the confidence to structure your idea into an investable opportunity investors can understand and trust.
1️⃣ Pitch Deck: This is the first step that turns your idea or product into an invest-able product investors can actually understand and invest in. The pitch deck explains the opportunity and rates while the IM or whitepaper adds the details, fixed returns, sales numbers, and risks.
2️⃣ Lead List: Once your offer is clear, the next step is identifying the right investor groups. Focus on a high-quality, fully qualified list that understands how your offer benefits them. Cold outbound calls work extremely well and give instant feedback, while ads and inbound can scale faster if you have the budget.
3️⃣ Digital Footprint: Your digital footprint builds credibility before any conversation happens. A clear website, consistent messaging, and visible proof of activity help the market trust you and take your offer seriously
4️⃣ Sales Floor Setup: This is simple but essential. Strong call scripts and templated emails keep outreach consistent. Use a VOIP system with click-to-dial and a CRM to track leads and pipeline progress. A wireless headset lets you call all day, and call recording helps improve calls and stay protected.
5️⃣ Banking: Once deals are closed and compliance checked, it’s time to bank funds securely, either by opening a separate business account with your current provider if you’re an existing business, or using a neutral third‑party escrow service for new businesses
6️⃣ Legal Documents: This includes SPV setup, AML/KYC, Private Loan Agreements or Mini Bonds, purchase agreement templates, and all professional docs needed to close deals, with the legal framework underpinning everything in this process, it can’t be skipped, and I had to consult real experts to get it right.
This capital-raising process works extremely well because it’s a true win-win as investors earn fixed returns of 7–12%, while business owners secure funding without giving up equity. Coming from humble beginnings as a courier, I’ve seen firsthand how powerful this knowledge can be for founders who feel stuck.
So by following this framework, you have everything you need to turn your idea into an investable offer, set up a simple, effective sales floor, start getting investment, while operating with the correct legal framework.
Whether the raised capital allows you to improve cash flow, attract top talent, begin winning new business, acquiring competitors or perhaps something else your finally able to build the company you’ve always wanted.
Now I Need Your Help?...
Now I Need Your Help?...
The truth is, I would love to claim this entire strategy as my own, however I learned and got these results working in-house at a top tier firm, and was shocked at how simple it all worked.
As you’ve just seen, this is powerful information—if used right, it puts the power to raise capital and control your future firmly back in your hands. No more relying on outdated systems, loans and excuses. This levels the playing field once and for all.
If you found this information valuable, I only ask 1 favour:
When I created this document my aim was to offer as much value as possible and to prove that raising capital isn’t reserved for big tech or corporate enterprises.
So if I haven’t already, I’ll be following up with you shortly to get a quick update on your thoughts about the article and to better understand any challenges you’re facing when it comes to capital raising, especially without relying on banks or giving up equity.
It won’t take more than 15 minutes. There’s no pitch or catch, this is purely for research as I’m currently working on a project and no details will be shared. As a thank you, I’ll answer any questions you have to help you fix or start your next capital raise.
In the meantime, just keep an eye out for my call so we can discuss your feedback in a bit more detail.
Lastly, I know your time is valuable, so I really appreciate you reading this document and hope you found it useful. I wanted to get everything down in writing rather than doing a long scripted video plus we all know those that read actually take action.
If you haven’t already, here’s your last chance to access my personal outbound sales call opening script, the one I used to help raise over $42,000,000 in 9 months, Your's 100% FREE. Just click the blue link below to get started.
— Helping founders raise capital without banks or equity loss.
All the best,
Kevin Mason-Thompson
Founder: SalesFloorCapital
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