Most funds don’t miss targets because they can’t find capital.

They miss because they waste months chasing the wrong LPs, running generic outreach, and negotiating from a weak position.

I’m the Co-Founder of Capital Advisory AI.

We help CRE and private debt/credit funds make smarter capital decisions—faster—using AI.

We don’t just “help you raise.”
We help you choose the right capital strategy and run a tight process around it.

That includes:

* Defining the right capital path (equity, debt, hybrid, structured solutions)
* Identifying and prioritizing the right investors (family offices, HNW, institutional)
* Building a narrative that matches what allocators actually underwrite
* Tightening materials and outreach (deck, positioning, targeting, engagement strategy)
* Supporting post-close investor relations so momentum doesn’t die after the wire hits

The result: fewer dead-end conversations, cleaner terms, and a capital plan that scales with the platform.

No spammy investor lists. 
No pitch theater.
No fluff. 

Just a sharper strategy and a more controlled raise.

If you’re planning a raise—or trying to figure out whether you even should—let’s connect.

William Hollis

Passive income streams changed everything for me | | RV Campground Investments Enthusiast | CEO @YDLP Investments Group | I help individuals build & grow passive incomes streams so they can enjoy financial freedom

I help small accounting firms reduce manual work and owner overload using practical AI and operational systems  without disrupting what already works.

Most accounting firms don’t need “digital transformation.”
They need clearer workflows, fewer interruptions, and less work landing back on the owner’s desk.

I typically work with firms where:
• The owner is still the final safety net
• Staff are capable but overloaded
• Work slows down around handoffs, reviews, and clarification
• AI sounds interesting, but also risky

My approach is conservative and practical:
• No client-facing automation without review
• No replacing judgment or compliance work
• No ripping out existing tools

Engagements usually start with a short AI & workflow audit to identify where time is leaking and implement one immediate, low-risk improvement. From there, some firms ask for help implementing the highest-impact changes in a contained way.

The goal isn’t more process.
It’s less pressure, fewer interruptions, and a firm that doesn’t depend on the owner for everything.

If you run a small accounting firm and feel like you’re constantly in the middle of things, we should probably talk.

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William Hollis

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