The Only 3 Metrics That Actually Matter in a Capital Raise
Jun 12, 2025
Everyone wants to raise millions.
So they obsess over websites, ads, pitch decks, investor dinners, social content, CRM automations, and... more pitch decks.
But here’s what most capital raisers never figure out:
You don’t have a marketing problem. You have a math problem.
And once you understand the math, raising capital becomes a lot less mysterious—and a lot more predictable.
The Problem with Most Funnels
Most people track everything... and learn nothing.
- Website clicks
- Webinar views
- Follower count
- Email open rates
- Page scroll depth
Great if you’re running an agency.
Pointless if you’re trying to raise $5M+.
Because when you’re raising capital, there are only 3 numbers that matter:
1. PQ – Percent Qualified
This tells you how many of your leads are actually worth your time.
Let’s say you add 100 contacts to your pipeline.
If 20 of them are:
- Accredited
- Have investable capital
- Are aligned with your strategy…
That’s a 20% PQ.
Good PQ: 15–30% Low PQ: Under 10% (you’re attracting noise, not money)
Want to fix this? Dial in your positioning. Your story should attract your ideal LP—and repel the rest.
2. BP – Booked Meeting Percentage
Out of the qualified leads you generated, how many actually took the next step?
If 6 out of 20 book a call, that’s a 30% BP.
Good BP: 25–40% Low BP: You’re likely missing urgency, clarity, or trust in your messaging.
Most people try to “educate” investors before they inspire action.
Flip it: spark curiosity first, then offer insight once you’ve got their attention.
3. CP – Closing Percentage
This one’s obvious, but here’s what most people miss:
Your CP is a reflection of the entire journey—not just your sales call.
If you convert 2 of the 6 calls? That’s a 33% CP.
Good CP: 20–40% Low CP: You’re either overpromising, confusing, or not aligned with investor priorities.
How the Pros Think About the Math
Let’s reverse-engineer this:
You want to raise $1M. Your average commitment is $100K.
That means you need 10 investors.
If your CP is 25%, you’ll need 40 booked meetings. With a 30% BP, you’ll need ~130 qualified leads. With a 20% PQ, that’s ~650 total leads added.
Now you know what to build.
You don’t need a bigger funnel.
You need a working one.
The Bottom Line
When you understand these three numbers, everything changes:
- You stop guessing.
- You stop panicking.
- You start scaling.
Follow me on:
- LinkedIn: @MarcinDrozdz
- YouTube: @MarcinDrozdz
- Instagram: @MarcinDrozdz
- Facebook: @MarcinDrozdz
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.
