About this Event
Built specifically for forward-thinking founders, advisors, and fund managers looking to drive maximum operational efficiency. Velocity is where you build the systems that automate capital raising and your core workflows: sales, marketing and operations.
You won't leave with notes. By 5pm on Day 2, your AI systems are live and running.
No code. No complicated tech-talk. No confusing jargon.
Learn more at:
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WHAT YOU'LL BUILD
Day 1: Automate Your Capital Raising with AI
Facilitated by Steve Torso
- Why most capital raising fails and what replaces it
- The Capital Engagement System ( investors mapped, cadence built)
- Writing that moves capital (updates and follow-ups that get opened, read, and acted on)
- CapitalHQ implementation (your live system loaded into the platform)
Day 2: Let AI Run the Repetitive Work
Facilitated by Ken Shaw
- The AI execution mindset: direct the work, don't do it
- Build your AI agent stack (sales, marketing, ops, finance)
- Data, trust and deployment: your own data, deployed with confidence
- Sapience onboarding ( your agent built hands-on with the team)
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WHAT'S INCLUDED IN YOUR VELOCITY PASS
Two full days of hands-on training ($3,500 value)
12 months of CapitalHQ: your AI for capital raising ($5,250 value)
3 months of Sapience, your AI Platform for all business operations ($1,200 value)
Sapience onboarding session ($500 value)
Business Exit Summit Playbook ($500 value)
Event Passport to one flagship Wholesale Investor event ($1,000 value)
Total value: $11,950+ Your investment: $3,500 (early bird)
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PAYMENT PLAN AVAILABLE
Prefer to spread the cost? You can split your payment in 6: Click here
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SEE THE FRAMEWORK:
Steve Torso and Ken Shaw walk through the exact systems taught at Velocity. AI setup and foundation. The execution layer. How capital engagement and AI compound when built together.
▶️Watch the on-demand video here
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WHO SHOULD ATTEND
- Founders, entrepreneurs, executives, and business leaders
- Fund managers, GPs, and private credit operators
- Advisors looking to scale without headcount
- Angel investors, HNW individuals, and family offices
- Corporate development leads
- There are two kinds of operators right now.
✅No technical background required. If you can write an email, you can build everything taught.
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YOUR FACILITATORS
Steve Torso — Co-Founder and Managing Director of Wholesale Investor and CapitalHQ. Twenty years inside private capital. Has personally built the engagement systems behind a global platform of 45,000+ high-net-worth investors, fund managers, family offices and industry participants.
Ken Shaw — Two-time tech CEO. Founded, built and sold two software companies in California. Now runs Main Beach Advisors, a boutique advisory firm. Deep background in private equity, M&A and buy-outs. Builds the AI agent stacks taught on Day 2.
No motivational speakers. No sponsored slots. Support staff in the room to assist you.
Are you interested in this event?
DAY 1 — CAPITAL VELOCITY
🕑: 09:00 AM - 10:30 AM
Why Capital Raising Fails (and What Replaces It)
Info: Why Capital Raising Fails (and What Replaces It)
The psychology of investor engagement and why most outreach is structurally broken.
🕑: 11:00 AM - 12:30 PM
The Capital Engagement System Map
Info: The Capital Engagement System
Map your investor universe, build a warmth signal framework, and design a communication cadence that compounds.
🕑: 01:30 PM - 03:00 PM
Writing That Moves Capital Communication
Info: Writing That Moves Capital
Communication frameworks for updates, follow-ups, and outreach that get opened, read, and acted on.
🕑: 03:30 PM - 05:00 PM
CapitalHQ Implementation Workshop
Info: CapitalHQ Implementation Workshop
Set up your investor pipeline, configure warmth tracking, and load your first engagement sequence. Leave with a live system.
DAY 2 EXECUTION VELOCITY
🕑: 09:00 AM - 10:30 AM
The AI Execution Mindset Shift
Info: The AI Execution Mindset
Shift from doing work to directing work. Where the real operational leverage sits.
🕑: 01:00 PM - 12:30 PM
Building Your AI Agent Stack
Info: Building Your AI Agent Stack
Design agents for sales, marketing, operations, and finance. No code required. Real use cases from real businesses.
🕑: 01:30 PM - 03:00 PM
Data, Trust, and Deployment
Info: Data, Trust, and Deployment
Feed agents your own data, ensure traceable outputs, and deploy with confidence.
🕑: 03:30 PM - 05:00 PM
Sapience Onboarding & Implementation
Info: Sapience Onboarding & Implementation
Build your first working AI agent hands-on with the Sapience team. Leave with a deployed agent and a 90-day roadmap.
Event Venue & Nearby Stays
Rydges World Square Hotel, 389 Pitt Street, Sydney, Australia
AUD 1750.00 to AUD 3500.00







