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Capture the opportunity
Give the idea a name, a counterparty, and a place in your pipeline.
Add an opportunityRASCHILD / YOUR CONNECTED WORLD
Your next view is on its way.
Getting the page ready…
THE CAPITAL FORMALIZATION ENGINE
A place for the business you’re building. Bring your leads, partnerships, and paid work together. Give every opportunity a clear next move.
A project, a booking, a partnership.
Scope, estimated value, and your fee.
A person to contact. A date to follow up.
People, stages, terms, and history.
Find the follow-ups that need you.
Keep the source with each inquiry.
START WITH A DIRECTION
Pick a revenue path. Outline the terms. Carry your estimate into a private opportunity when you’re ready.
Websites, software, production, consulting, or an ongoing service. Start with the outcome and make the deliverables clear.
Planning figures only. Expenses, taxes, and payment timing are not included. Your actual terms are agreed separately.
Confirm the scope and prepare a proposal.
A MORE INTENTIONAL WAY TO WORK
The engine gives your work a structure. You bring the relationships, make the decisions, and keep the record as the opportunity develops.
Give the idea a name, a counterparty, and a place in your pipeline.
Add an opportunityOutline the scope, estimated value, fee, and what needs to happen next.
Plan the termsTrack proposals, negotiations, and follow-ups with a saved update history.
Open the pipelineKeep the conversation going and connect delivery to your client workspace.
Client workspaceYour pipeline is private to you and Raschild administrators. Estimates and won deals are tracked separately from received payments.
YOUR BUSINESS, IN FOCUS
A clearer view of acquisition and recorded revenue, with tools to review opportunities and test new ideas.
Review eight revenue paths, check payment configuration, and model pricing, costs, and monthly sales.
Build your revenue mix OWNER & ADMIN ACCESSDaily recorded receipts, customer totals, inquiry sources, and CRM follow-ups in one view.
Open your business overview AI CONNECTION PENDINGReview a saved opportunity, find missing details, and prepare a follow-up draft. You choose what happens next.
View the advisor workspace SIMULATION WORKBENCHSet rules, import historical prices, inspect an equity curve, and export your strategy. No real-money orders.
Open the trading labONE CONNECTED ECOSYSTEM
Keep the conversation and the work within reach.
Create a tagged link for an ad, partner, post, or event.
OMNICHANNEL CAMPAIGN STUDIO
Make a tagged landing link for a campaign, partner, ad, post, email, text, podcast, or QR code. Qualified inquiries carry these source labels into Raschild’s lead record.
LET’S BUILD SOMETHING TOGETHER
Need a technical partner, a sponsor connection, or help shaping a project? Tell us what you have in mind.
This inquiry goes to the Raschild team. To organize your own private deals, use your workspace .