Capital Raise CRM
Today’s Work
Everything that needs attention, in one queue.
Due Today
0
Overdue
1
New Interested
0
Soft Not Funded
1
Hard Not Funded
1
Bad / Missing Contact
0
1Overdue Follow-Ups
| Investor | Campaign | Reason | Due | Suggested action | |
|---|---|---|---|---|---|
| Marcus Bell | Lakeside RV Resort — Equity Raise | Follow-up scheduled | 2026-06-22 | Complete follow-up |
1Soft Commitments Not Funded
| Investor | Campaign | Reason | Due | Suggested action | |
|---|---|---|---|---|---|
| Daniel Reyes | Lakeside RV Resort — Equity Raise | Soft commitment, not funded | — | Send funding next steps |
1Hard Commitments Not Funded
| Investor | Campaign | Reason | Due | Suggested action | |
|---|---|---|---|---|---|
| Marcus Bell | Lakeside RV Resort — Equity Raise | Hard commitment, not fully funded | — | Confirm funding |
1No Response — Needs Follow-Up
| Investor | Campaign | Reason | Due | Suggested action | |
|---|---|---|---|---|---|
| Marcus Bell | — | No response — no follow-up scheduled | 2026-06-24 | Add a follow-up |