CI Insights
Capital Strategies for Founders, Investors, and Long-Term Builders
CI Insights is a publication from Crestmont Investments, designed to share clear, practical insights from the front lines of private capital.
Through short, focused briefings, we explore what works — and what doesn’t — in the world of capital raising, investor engagement, and long-term value creation. Our audience includes business owners at key inflection points, family offices allocating capital, and advisors guiding strategic decisions.
Whether you’re preparing to raise capital, evaluating a direct investment, or structuring a transition, CI Insights offers field-tested guidance grounded in real-world experience.
What We Cover:
Best practices from live capital raises — across sectors and structures
What sophisticated investors actually look for in a pitch or opportunity
How deal structure, timing, and narrative shape investor decisions
Guidance for operators preparing to scale, recapitalize, or exit
Quiet signals that build or erode investor trust
Who It’s For:
Founders seeking to raise smart, aligned capital
Family offices and private investors sourcing direct opportunities
Charitable enterprises and mission-aligned operators navigating strategic growth