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 parks1Assisted Living InterestedInterest = assisted 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 yet1Needs Follow-UpFlagged or follow-up due0Missing EmailNo email on file0Missing PhoneNo phone on file0Do Not ContactSuppressed / opted out
Interested / Presentation Requested · 1
Build audience →| Name | Company | Status | Interest | Target | SMS | |
|---|---|---|---|---|---|---|
| Karen Whitfield | — | Interested | Veteran Housing | $50,000 | Eligible | Eligible |