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

WealthOps Collective

Empowering Professionals to Be the CEOs of Their 7- and 8-Figure Portfolios

• Manage Your Wealth with clarity and confidence.
• Build a Thriving, Diversified Portfolio designed for growth and income.
• Achieve Financial Independence to live the life you want.

WealthOps is a personal wealth management framework, designed specifically for high-earning professionals. 

You can transition from a full time money-maker to full time money-manager. DM "portfolio" to find out more.

wealthops.io

Advisor

Origin Investments

Assistant Vice President

Investor Relations Senior Associate

Investor Relations Associate

Freewell

Personal Care products designed for professional athletes, made for you!
Our products are made with clean and ethical ingredients that don't come at an expense to your well-being or the planet. We have reinvented the way personal care products are designed, simplifying how they are used. No longer stress about your self-care routine, get more from your products in less time!

BETTER * CLEANER * SAFER + MORE EFFICIENT

Deep Condition Differently... with POWERGLOSS, our 1st Award Winning clean Ingredient Hair + Scalp Treatment, you can do outside the shower. Discover your best hair without the complicated process.

Osprey- Redefining Icons

Osprey is a female only vetted membership community for sports and entertainment. Exclusive networking, coaching, resources, and events inside the nest.

Osprey Coach

CREW Chicago

Member

Pritzker Realty Group

Provided underwriting support and market research in relation to PRG's acquisition, disposition, financing and asset management activities. Worked on Multifamily developments in Mexico and Boston.

Senior Investment Analyst

DBRS

Conducted site inspections and underwriting of all major property types and composed Presale Reports distributed to investors

Financial Analyst

Marquette University

Student-Athlete

NAI MLG Commercial

• Collected data and updated databases in order to assist in the continual tracking of leased or sold building comparables while finding more efficient approaches
• Accompanied brokers on site tours & client meetings to understand basic building structures, consumer interactions & substance of each user 
• Conducted research, such as demographics, aerial mapping & tax information, resulting in control of industrial sector’s marketing through social media 
• Assisted brokers in marketing materials, client reports & presentation materials in order to aid in their branding to potential users 
• Prepared materials for bi- weekly industrial meetings including new listing reports and agenda
• Occasionally performed errands and outside assignments, such as opening a building, photographing a listed property, or delivering correspondence to a client

Industrial Broker Intern

Wulfe & Co.

• Shadowed broker on expanding shopping center project to gain knowledge in the development process 
• Aided with search and contact of potential tenants in hopes of finding future lessees through walk-ins and drives within the market
• Gained insight into on site property tours while attending and observing visits of potential sites for clients
• Looked over leases and blueprints to gain understanding of the basic structure & assembly of these documents

Broker Shadow

•	Native Texan with Hispanic roots 
•	Grew up attending family’s property tours, meetings and helped with his real estate portfolio
•	Moved to Wisconsin to play soccer in college
•	Double-majored in Finance and Real Estate
•	Migrated to Chicago & spent two years as an underwriting analyst for commercial mortgaged backed securities
•	Took an opportunity to underwrite for the Pritzker family office 
•	Recruited to join a private equity real estate Fund 
•	Have been spending many years helping investors with their questions and concerns 
•	Joined as a coach at Osprey, a community for sports and entertainers. 
•	Combined my love of athletics, financial literacy and investor relations to advise for FreeWell, an ingredient-conscious personal care brand for those “on the go”
•	Started a podcast to help people feel more confident and educated in their investment decisions: https://hdyk.buzzsprout.com

I find great joy in helping investors feel more confident and educated when making decisions for their financial future. Please don’t hesitate to reach out 😊 ... especially if you have any chipping or driving tips ⛳

taplio

The Battle

William Hollis

Isabela Carrasco

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