AI Capital Raising × Phixey
A direct path from investor attention to qualified Phixey conversations.
Coleton Fischer and the AI Capital Raising Team will build and operate a focused investor-acquisition system around Phixey's operating history, product economics, and capital plan, so Daniel can spend his time with investors who have made it through the right first steps.
The raise Phixey is preparing to pursue.
The minimum investor check discussed.
The average check size used for planning the investor conversation.
One-time campaign, funnel, qualification, and tracking build.
For each agreed, qualified investor appointment that attends.
Paid directly to the advertising platforms, with scale earned by performance.
Our recommendation
We recommend a 90-day launch built around one clear investor story, one qualification path, and one weekly scorecard. We will own the acquisition system. Daniel will lead the investor conversations and closing process. We will make decisions from qualified-show data, investor fit, show rate, conversation quality, and pipeline movement.
What we understand about Phixey
Phixey brings an operating base that gives the raise a real business story to communicate. The campaign should make that story easy for the right investor to understand and evaluate.
The operating foundation
- Daniel and the founding team bring 18 years in repair and accessories.
- The business has more than 300 stores across 11 countries.
- Phixey has locations in more than 200 Walmart stores.
- The technology has been developed and beta-tested over approximately two to three years.
- Phixey has customers in every US state and has not yet launched paid marketing at scale.
The product story
- Approximately $20 per year for membership.
- The first device repair is included without a deductible.
- A $5 per month AT&T-powered unlimited talk and text plan.
- Discounted accessories plus referral, affiliate, and white-label opportunities.
- Capital will support a focused marketing push and the next stage of distribution.
How we will create the investor path
We use the same principles across industries. The offer has to be clear, the next step has to be simple, and every stage has to create useful feedback for the next decision.
Clarify the raise
We turn the offering, use of funds, proof, investor profile, and approved claims into one clear campaign narrative.
Earn the first action
We build the ad and landing-page message around the business opportunity, not generic investment language.
Screen for fit
The application captures investor context, allocation range, timing, and the information needed for a productive conversation.
Make the show useful
Daniel receives a better-prepared investor conversation, with follow-up and next actions tracked after the call.
Why this works
Investor acquisition is a chain. A strong ad cannot fix a vague offer. A good lead cannot fix slow follow-up. A booked call cannot become capital without a clear conversation and a disciplined next step. We build the chain as one system, then improve the weakest link each week.
How this compares with the usual alternatives
| Alternative | What it gives you | Where it breaks down | What we do differently |
|---|---|---|---|
| Conferences and roadshows | Concentrated access to investors in a fixed window. | High coordination cost, limited message testing, and weak visibility between events. | We create a measurable digital path that can be tested, refined, and followed up every week. |
| Broker and referral networks | Warm introductions through existing relationships. | Limited control over volume, targeting, and the investor experience. | We build a first-party acquisition channel around Phixey's own story and screening process. |
| Cold outbound | Direct reach to a manually built list. | Heavy labor, inconsistent follow-up, and limited context before the conversation. | We combine targeted acquisition, qualification, scheduling, and follow-up in one tracked workflow. |
| Broad consumer marketing | Awareness and potential membership demand. | Consumer interest does not automatically create investor conversations. | We keep the investor campaign separate, with investor-specific messaging, qualification, and reporting. |
What we will build and manage
Campaign strategy
Investor audience, offer angle, approved claims, creative hypotheses, and channel plan.
Investor creative
Founder-led video, operating proof, product economics, and category opportunity messages.
Qualification funnel
Landing page, investor application, screening logic, booking flow, and CRM stages.
Follow-up system
Email and SMS reminders, lead routing, show preparation, and post-call next actions.
Tracking and reporting
Weekly view of spend, leads, appointments, shows, fit, conversation outcomes, and pipeline.
Optimization
Message, audience, funnel, and follow-up improvements based on the response from real investors.
The first 90 days
Align the offering
We organize the raise documents, investor profile, use of funds, proof, approved claims, qualification criteria, and the handoff process. Phixey's counsel confirms the offering structure before public launch, including whether Rule 504 and general solicitation are the correct path.
Build the acquisition path
We create the campaign narrative, ads, landing page, application, CRM pipeline, booking flow, reminders, follow-up, and reporting dashboard.
Launch and collect response
We launch against the $150/day media floor, monitor lead quality and appointments, review the first investor responses, and improve the message and qualification path.
Optimize and scale
We review the scorecard with Daniel each week, improve the weakest stage, and increase spend only when the campaign is producing investor conversations Phixey can work and close.
Investment and operating terms
We use this to build the campaign, funnel, qualification flow, CRM stages, follow-up, tracking, and launch creative.
A show is an agreed investor appointment that is scheduled, meets the screening criteria we set, and takes place with Daniel.
Media spend is paid directly to the advertising platforms. We will manage the budget against the agreed campaign plan.
This includes the $5,000 setup and the $4,500 minimum media commitment for the first 30 days, before qualified-show fees.
The fee model keeps the focus on attended conversations
The setup covers the work required to build the machine. The per-show fee is tied to the conversations Daniel actually has. The media floor gives the system enough consistent input to produce useful feedback instead of judging the campaign on a handful of impressions.
The scorecard we will manage
| Stage | What we watch | What the number tells us |
|---|---|---|
| Attention | Reach, click-through rate, landing-page engagement | Whether the message earns the first action from the right audience. |
| Qualification | Application completion, investor profile, allocation range, timing | Whether the campaign is attracting people who fit Phixey's raise. |
| Appointment | Booking rate, show rate, cost per showed appointment | Whether the path turns interest into real investor conversations. |
| Conversation | Call outcome, follow-up status, diligence requests, next meeting | Whether the sales process is moving the right investors forward. |
| Capital process | Qualified pipeline, completed diligence, allocation discussions | Whether investor conversations are progressing toward the raise. |
Relevant AI Capital Raising track record
We are bringing a system that has been used across capital-raising campaigns for funds. Phixey's campaign will use its own approved facts and investor story.
Raised for a real estate fund after $290K in ad spend over 90 days.
Raised for a real estate fund after $120K in ad spend over 31 days.
Raised for an oil and gas fund after $90K in ad spend over 135 days.
Raised for a land-development fund from a $2M seed round over eight months.
Raised for a single-family fund during a rapid capital deployment period.
Capital raised across 47+ funds through the AI Capital Raising track record.
What we need from Phixey
- The current offering package and capital-use plan.
- Counsel's approved exemption, investor eligibility, and solicitation language.
- Proof for store footprint, beta traction, product economics, and distribution.
- Daniel's availability for qualified investor conversations.
- A clear owner for approvals, documents, and investor follow-up.
- Weekly access to campaign and pipeline decisions.
Clear ownership
We build and operate the acquisition system. Daniel leads the investor relationship and closing conversation. Phixey and its counsel own the offering, disclosures, investor suitability decisions, and final approval of public-facing claims.
Next step
If this structure matches the way you want to raise capital, we will send the launch checklist, confirm the approved offering language with your counsel, and begin the first-week build.
The first working session will finalize the investor profile, capital story, screening criteria, and the materials needed to launch.