Our Process

Turning Experts Into Fund Managers

At Impact Pockets, we work with seasoned operators ready to build a fund, not just raise capital. Our process is selective, strategic, and built to set you up for success from day one.

"This is a partnership, not a service contract."
It Starts With a Conversation

We're not here to mass-produce funds. We're here to build the right ones with the right people. If we move forward together, we become part of your General Partnership aligned with your outcomes, not just your inputs.

Stage 01
Discovery & Interviews
Are we building something big or just building something?
We meet with high-performing individuals and teams to understand your story, track record, and vision.
We say no often so we can say yes with full conviction

Deep dive into your operational and financial history

Assess market potential and fundability

Identify red flags and growth levers

Capital Follows Track Record

Stage 02
Strategic Business Analysis
We don't raise capital until the Track Record is proven

Great funds are built on great operators but also great preparation. We dig into your business and your operating model, stress test your vision, and identify whether this can scale with investor capital.

Stage 3
Custom Proforma Design
Your fund. Your fees. Your future
Once we've validated the opportunity, we craft a tailored proforma with a structure that reflects your strengths and fund strategy.
Designed to build trust and drive returns
Stage 4
Investor Testing & Outreach
Before you launch, we test the waters
We take your fund thesis and proforma to select members of our investor network.

Gather investor feedback

Gauge appetite and alignment

Optimize materials based on real world input

You'll know where you stand before a single dollar is raised

Entity and legal structuring

Technology and back-office setup (if needed)

LP agreement drafting

recruitment services

Stage 5
Formal Fund Launch
From concept to capital
Once we have investor conviction and legal clarity, at this stage we move to formal fund formation
From this point on, it's execution time
Our Role in Your Fund
When we help you build, we co own the fund as part of the General Partnership

If Chris or Lane join your management team, additional compensation applies

If we build fund-specific technology, additional compensation applies

We invest time, energy, and reputation because we believe in what we help build

How Funds Make Money
Understanding the model we're building together:
  • Management Fees – provide operating capital
  • Carried Interest – share in upside once investor returns are met
  • Scalable Structure – designed for repeatable, compoundable success
When structured right, one fund leads to many
Why Ohio
The hidden gem of fund formation
  • Delaware-like LLC laws make fund setup smooth
  • Government support for targeted fundraising
  • Decades of lobbying relationships at the state level
Access, support, and cost advantages all in one place
Ready to Build?
Let's start the conversation. If you're ready to take your operating experience and turn it into a fund that can scale we're ready to partner.