Need Help With Starting Or Scaling A Fund?

Raising capital isn’t easy. Launching a fund isn’t simple. And doing both at once—without the right guidance—can feel overwhelming.

That’s why I created Fund Playbook Coaching: a monthly consulting relationship designed to help you stay focused, get unstuck, and move your raise forward with clarity and confidence.

This coaching offer includes:

✅ Monthly 1-on-1 Coaching Call

Each month, we’ll jump on a 60-minute Zoom call to tackle your most important priorities—whether that’s refining your message, prepping for LP conversations, building your outreach plan, or navigating a fund launch. I’m here to help you make real progress, not just talk strategy.

✅ Unlimited Email Support

Ask me anything—pitch deck feedback, investor objections, deal structuring, compliance questions. I’ll reply with clear, actionable guidance based on what’s worked for over 100 private funds I’ve helped raise capital. If I don’t know the answer, I’ll connect you with someone in my network who does.

✅ Access to My Trusted Network

Need a fund attorney, third-party administrator, compliance expert, or back-office help? I’ve spent years vetting professionals who specialize in private funds. When you need a referral, I’ll connect you with someone I trust to get the job done right.

Who I Help

Fund Playbook Coaching is designed for:

➡️ Emerging fund managers launching a real estate, private credit, or Opportunity Zone fund

➡️ Syndicators raising capital for private deals and considering a fund structure

➡️ First-time capital raisers looking for expert feedback and tactical help

➡️ Experienced GPs looking to improve systems, messaging, and close rates

If you’re raising private capital—or getting ready to—you’re in the right place.

How I Can Help You

I make the complicated parts of raising money simple.

Here’s what we’ll work on together:

✅ Setting Up Your Fund or Syndication… I’ll explain how to structure your deal so investors feel confident—and so you stay within legal guidelines.

✅ Creating a Clear Plan to Raise Capital… We’ll map out who to talk to, how to approach them, and how to avoid common fundraising mistakes.

✅ Telling Your Story to Investors… I’ll help you explain your deal in a way that gets attention—and gets commitments.

✅ Reviewing Your Pitch Deck… Already have a pitch deck? I’ll make sure it’s saying the right things to the right people.

Why Work With Jimmy Atkinson?

I’m Jimmy Atkinson, founder of Fund Playbook. I’ve spent years helping people like you—real estate investors, fund managers, and syndicators—raise millions in capital by setting up their deals the right way and knowing how to attract investors.

Most service providers offer legal documents or coaching programs. I offer something different—and can help you go from zero to fund launch. You need clear advice, a smart plan, and someone who knows how this world works.

• How to set up your first fund, from A to Z.
• Specialized knowledge in Reg D offerings.
• Proven capital raising strategies.
• Trusted by sponsors, fund managers, family offices, and High Net Worth investors.

Ready To Talk?

If you think coaching might be a fit, I invite you to book a short, no-pressure Discovery Call.

We’ll talk through where you are, what you’re working on, and whether Fund Playbook Coaching makes sense for you.

Frequently Asked Questions

What does it cost?
Fund Playbook Coaching is $500/month. No contract. No minimum term. Cancel anytime.

What kind of fund types does this apply to?
This works for most private fund structures—including real estate funds, private credit funds, Opportunity Zone funds, and hybrid structures. If you’re raising from accredited investors and need help positioning and structuring your offer, this is built for you.

Do you design pitch decks?
Yes! I offer strategic reviews to ensure your deck resonates with investors. My services are customizable… I can give you feedback on an existing deck, or I can help you complete the entire finished product from start to finish.

What if I’m just getting started and don’t know what to ask?
No problem. Many people join at the beginning stages. I’ll help you identify next steps based on where you are. You don’t need all the answers—you just need to show up and ask for help.

How quickly do I get email responses?
Usually within 24–48 hours. Sometimes same-day. I’ll never leave you hanging.

Can you help with legal documents or SEC filings?
I can offer guidance on Reg D I guide you on structuring and compliance strategy but partner with trusted legal and tax professionals for execution.

Can I cancel anytime?
Yes. This is month-to-month. No contract. Stay as long as it’s useful.

About Jimmy Atkinson