10 Advanced Capital Raising Strategies That Took Raising $1 Billion + 10+ Years to Find Out
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Chip and Sam Perkins of Perkins Fund Park, with over 28 years of experience in alternative asset capital raising, share hard-earned insights from raising $8 billion across bull and bear markets. They emphasize that despite technological advances, personal relationships, trust, and consistent communication remain the bedrock of successful capital raising. The duo highlights how poor communication—such as a manager avoiding investor calls during downturns—can destroy credibility and lead to capital flight, even with strong performance. They stress the importance of realistic growth plans, strong team alignment, and due diligence, noting that their firm only takes on 5-7 funds at a time to ensure deep expertise and value-add. They also discuss evolving challenges: investor skepticism, fee pressure, market saturation, and the rise of AI and remote work, which complicate outreach. Their current focus includes niche, high-conviction opportunities like structured credit, municipal bonds, opportunity zone real estate, Indian equities, and a unique T+3 enhanced cash management product with triple-digit returns. The episode concludes with a strong message: structure, repeatability, and boring consistency beat flashy predictions in building resilient portfolios. Key takeaways include: (1) Communication is non-negotiable—managers must proactively update investors during downturns; (2) Trust is built over decades through reliability, not algorithms; (3) Avoid over-reliance on AI for outreach—personal touch beats mass emails; (4) Focus on niche, repeatable strategies rather than chasing trends; (5) Fees must be justified by performance and alignment; (6) Due diligence extends beyond returns to include team quality, business operations, and service providers; (7) Investors should prioritize capital preservation and risk transparency; (8) The best portfolios are built on controllable, consistent processes, not speculation.
Communication during downturns is more important than performance—managers who don’t call investors lose trust and capital.
Trust and credibility are built over decades through consistent delivery and personal relationships.
Avoid AI-driven mass outreach—value-add, personalized touchpoints are essential in a saturated market.
Focus on niche, repeatable strategies with strong track records rather than chasing trendy or speculative assets.
Fees must be justified by performance and alignment—2 in 20 is unsustainable unless you’re a top-tier manager.
…and 3 more takeaways available in PodZeus
Introduction to Perkins Fund Park & Their 28-Year Legacy
Richard introduces Chip and Sam Perkins, founders of Perkins Fund Park, highlighting their 28-year track record of raising over $8 billion in alternative assets. They emphasize their deep expertise and the value of long-term relationships in capital raising.
The Critical Role of Communication in Capital Raising
“If Sam was down 5% and I was down 5% and Sam communicated with the people and I didn't, who's going to get fired? It'll be me, right?”
Why AI and Mass Outreach Fail in Capital Raising
“If you don't stand out and you're not adding value at every touch point, then it's a waste of an email and it's a waste of your time.”
The 3330 Framework: From Voicemail to Investor Commitment
“We have to be able to leave you a 30-second voicemail to hook you that gets me to a three-minute call, which will then drive me to a 30-minute conversation.”
Current High-Conviction Investment Themes & Due Diligence
“They target equity-like returns, so they print about a point a month and they back that and they have for a very long time.”
“Structure beats prediction and boring can be beautiful.”
“If Sam was down 5% and I was down 5% and Sam communicated with the people and I didn't, who's going to get fired? It'll be me, right?”
“If you don't stand out and you're not adding value at every touch point, then it's a waste of an email and it's a waste of your time.”
Host
Guests
Chip Perkins
person
Sam Perkins
person
Perkins Fund Park
organization
Richard
person
Family Office Podcast
media
T+3 Enhanced Cash Management
product
SEC
organization
Opportunity Zone Real Estate
other
Jim Pallotta
person
FINRA
organization
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