Holiday Lessons to Build Investor Trust and Raise More Capital

The holiday season is more than just a time to unwind—it’s a chance to reflect, reconnect, and set the tone for the year ahead. As capital raisers, the lessons we learn during Christmas can be applied to how we engage with high-net-worth investors and strengthen our networks.

Here are a few reflections from the holidays that have shaped how I approach building relationships, raising capital, and creating lasting impact.

1. Gratitude Builds Trust
The holidays remind us to be thankful, and this mindset is just as important in the world of capital raising. High-net-worth investors value genuine relationships where they feel appreciated. A simple “thank you” for their support can go a long way in building trust.

Takeaway: Make it a habit to express gratitude regularly. Send a handwritten note, a holiday card, or even a quick message to show appreciation for their time and trust in you.

2. Connection Is Key
Christmas is about connecting with those who matter most. In capital raising, it’s no different—relationships are everything. High-net-worth investors don’t just invest in deals; they invest in people they trust and connect with.

Takeaway: Use the holidays as an opportunity to deepen relationships. Reach out with a personal message or schedule a conversation to ask how their year went and share your vision for the future.

3. Giving Is an Investment
The spirit of giving during the holidays isn’t just about gifts—it’s about adding value. High-net-worth investors are drawn to opportunities where they feel their time and resources will have an impact. Giving them valuable insights or helping them see how they can make a difference builds goodwill.

Takeaway: Offer something of value, like a market update, insights into upcoming trends, or advice on portfolio strategies. This positions you as a trusted advisor, not just someone seeking capital.

4. Reflection Strengthens Your Pitch
Christmas gives us time to pause and reflect—a critical step in refining how we communicate with investors. High-net-worth individuals appreciate clarity, purpose, and alignment with their goals, and that starts with understanding what worked (or didn’t) in your approach this year.

Takeaway: Take time to review your investor pitches and engagement strategies. What feedback have you received? How can you tailor your messaging to better resonate with your audience in the new year?

5. Celebrate Progress, Not Just Big Wins
The holidays remind us to celebrate the little moments—something we often overlook when focused on the next big deal. High-net-worth investors notice when you acknowledge milestones, whether it’s reaching a funding goal or completing a successful project.

Takeaway: Share updates with your investor network. Highlight successes, thank them for their role, and show them how their investment made an impact. Keeping them in the loop builds trust and enthusiasm for future opportunities.

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The information contained herein is for general guidance on matters of interest only. This information contained herein is not intended to provide you with any advice on financial planning, investment, insurance, legal, accounting, tax or similar matters and should not be relied upon for such purposes. Marcin Drozdz, M1 Real Capital Inc are not financial, legal or tax advisers. You should assess whether you require such advisers and additional information and, where appropriate, seek independent professional advice. You understand this to be an expression of opinions and not professional advice. You are solely responsible for any actions you take with the content and hold Marcin Drozdz and M1 Real Capital Inc or any of it's affiliates harmless in any event or claim.