Capital Raise CRM
Segments
Quick capital-raise groups. Pick a segment to view investors and build an audience.
4All Active InvestorsAnyone still in the pipeline1RV Park InterestedInterest = RV parks1Co-Living InterestedInterest = co-living1Veteran Housing InterestedInterest = veteran housing2Warm InvestorsEngaged but not yet committed1Interested / Presentation RequestedClicked the interested CTA1Soft CommitmentsSoft-committed capital1Hard CommitmentsHard-committed capital0Funded InvestorsCapital funded0Wants Next ProjectAsked to be kept in mind4No ResponseNo CTA response yet2Needs Follow-UpFlagged or follow-up due0Missing EmailNo email on file0Missing PhoneNo phone on file0Do Not ContactSuppressed / opted out0Private Money LendersPML contacts0Hard Money LendersHML contacts0DSCR LendersDSCR loan contacts1LendersAny lender category0Capital PartnersCapital partner contacts0Equity InvestorsEquity investor contacts0Referral PartnersReferral partner contacts0OperatorsOperator contacts3Missing CategoryNo contact category tagged
Missing Category · 3
Build audience →| Name | Company | Status | Interest | Target | SMS | |
|---|---|---|---|---|---|---|
| Daniel Reyes | Reyes Family Office | Soft Commitment | RV Parks | $250,000 | Eligible | Eligible |
| Karen Whitfield | — | Interested | Veteran Housing | $50,000 | Eligible | Eligible |
| Aisha Nwosu | — | New Lead | Co-Living | $75,000 | Eligible | Eligible |