Capital Raise CRM
Reports
Capital raise progress at a glance.
✦ SuperagentSuperagent CRM Summary
Lakeside RV Resort — Equity Raise is 28.6% secured with $500,000 remaining. 0 investor(s) requested presentation details.
Key risks
- ⚠ 1 soft commitment(s) not yet funded.
- ⚠ 1 hard commitment(s) not yet funded.
- ⚠ 1 follow-up(s) overdue.
Recommended next actions
- → Follow up with soft/hard commitments to close the gap.
- → Clear overdue follow-ups in Today’s Work.
Total Investors
4
4 active
Interested
1
0 presentation
Soft Committed
1
Hard Committed
1
Funded
0
$0
Capital Remaining
$500,000
active campaigns
Overdue Follow-ups
1
Suppressed / DNC
0
Missing Email / Phone
0 / 0
| Campaign | Goal | Soft | Hard | Funded | Remaining | Interested | Next | F/U Due | Status |
|---|---|---|---|---|---|---|---|---|---|
| Lakeside RV Resort — Equity Raise | $700,000 | $150,000 | $200,000 | $0 | $500,000 | 0 | 0 | 1 | Active |
| Investor | Status | Interest | Target | Response | Committed | Last Contact | Next F/U |
|---|---|---|---|---|---|---|---|
| Daniel Reyes | Soft Commitment | RV Parks | $250,000 | — | $150,000 | — | 2026-06-26 |
| Karen Whitfield | Interested | Veteran Housing | $50,000 | — | $0 | — | 2026-06-25 |
| Marcus Bell | Documents Sent | Real Estate Income | $500,000 | — | $200,000 | — | 2026-06-24 |
| Aisha Nwosu | New Lead | Assisted Living | $75,000 | — | $0 | — | 2026-06-27 |