Capital Raise CRM
Follow-ups
1 overdue · 1 due today · 1 upcoming
1Overdue
| Due | Investor | Campaign | Type | Status | Notes |
|---|---|---|---|---|---|
| 2026-06-22 | Marcus Bell | Lakeside RV Resort — Equity Raise | Call | Open | Follow up on deck — now overdue. |
1Due Today
| Due | Investor | Campaign | Type | Status | Notes |
|---|---|---|---|---|---|
| 2026-06-25 | Karen Whitfield | Lakeside RV Resort — Equity Raise | Open | Send veteran housing one-pager. |
1Upcoming
| Due | Investor | Campaign | Type | Status | Notes |
|---|---|---|---|---|---|
| 2026-06-26 | Daniel Reyes | Lakeside RV Resort — Equity Raise | Call | Open | Confirm $150K soft commitment. |