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
Veteran Housing Interested ยท 1
Build audience โ| Name | Company | Status | Interest | Target | SMS | |
|---|---|---|---|---|---|---|
| Karen Whitfield | โ | Interested | Veteran Housing | $50,000 | Eligible | Eligible |