Complexity is the silent choke point of raising capital.
I’m going to show you… that making one change in your process will close more investors and especially, those with deeper pockets.
In the world of raising capital—whether it’s for funds, syndications, or any private placements—every step you add doesn’t just increase the effort linearly.
Each additional step squares the complexity of the last one.
One step is manageable. Two steps? That’s four times the complexity. Three steps? Now you’re at nine times the chaos.
By the time you hit four, you’re drowning in a swamp of sixteenfold confusion—and your investors? They’re gone, ghosting you faster than a bad Tinder date
This isn’t some abstract theory I cooked up over shrimp tacos on a random Tuesday. It’s math meets human nature, proven in the trenches—my trenches—where over a billion in capital was raised because my clients and I didn’t waste time on unnecessary hoops.
Why Does this Matter?
The “Theory of Complexity” isn’t just a cute phrase; it’s a warning. Stack too many layers, and you’re not building a process—you’re erecting a fortress that keeps money out instead of letting it in.
Falling for the “All-in-One” Pitch
Many, like you, fall for the pitch that “our app does it all.” The trap is the sexy sales pitch of investor portals and CRMs. You’ve seen it: some slick tech guy in a Patagonia tee promising a “fully automated solution.”
Sign up here, get a username, pick a password, verify your email, upload your docs, click through twelve menus, and—congratulations!—you’ve just lost half your investors before they even figure out where the “invest now” button is.
The promise is efficiency, but the reality is a bottleneck.
Automation sounds great until you realize it’s a machine that grinds human connection to a halt. And in capital raising, connection is oxygen—cut it off, and the deal suffocates.
How to Close More Investors
Contrast that with the heavy hitters like Grant Cardone. Say what you will about his 10X bravado, but he gets it. His team isn’t busy tweaking Salesforce workflows, building multi-step funnels, or helping high-net-worth guys reset their passwords.
Cardone’s game is simple: dominate the online space, build a tribe, and drive leads straight to a sales call. He’s an influencer with a megaphone—Instagram Reels, YouTube rants, X posts, events, and more.
He churns out content that doesn’t just inform; it electrifies. He’s not selling a fund; he’s selling a movement. And when someone bites, they’re not funneled into a labyrinth of digital nonsense.
I can point to countless sites that direct new prospective investors straight to a portal. The first screen is a maze of requests: create an account, name, email, phone, address, username, password, and so on. But why? I just want more information!
Grant’s team doesn’t do that with new investors. They push them to get on the phone with a closer. A five-minute call—and done.
Why does this strategy close more investors than your portal?
Because people—especially wealthy ones—don’t want to do the work. I see it every week. The higher the net worth, the less they’re willing to lift a finger.
A guy with $50 million doesn’t want to fiddle with two-factor authentication or complete his own Subscription Agreement. He wants a human on the line who says, “I’ve got this—sign here, we’re good.” (copy this and send it to your entire team)
Remember….
Complexity repels; simplicity seduces.
– Matt
Cardone’s machine thrives because it removes friction and replaces it with trust. His followers aren’t just leads; they’re believers, pre-sold by the time they pick up the phone.
Stop Demoting Your Investors
The second you hand an investor a task—create an account, fill out a form, navigate your “intuitive” dashboard—you’ve lost the frame. You’ve made them the worker bee; you’re demoting their status. Tee up the deal so that when the investor steps in, it’s a coronation, not a chore.
The CRM crowd will argue it’s about scale: “You can’t call everyone!” Sure, if you’re running a lemonade stand.
But for serious capital—syndications pulling in $50 million, funds targeting $100 million—you’re not closing thousands of small-timers. You’re closing dozens of big fish. And those fish don’t swim through portals; they bite on personal hooks.
In my world, the people I pitch never asked for a login. They wanted the story, the terms, a place to sign, and the wire instructions. That’s it.
Your Takeaways…
I won’t sugarcoat it: if you’re over-relying on tech to automate your capital raise, you’re playing small.
Every click you demand from an investor squares the complexity and halves your odds.
Stop making new investors “learn a system” and only ask them to sign and wire the funds.
