CRM That Turns Scattered Contacts Into Systematic Deal Flow
Find investors ready to write checks, coordinate your team's outreach, and never lose another hot investor to poor follow-up.
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Increase Capital-Raise Run Rate
Save 38% Admin IR Hours
2.5x Faster Commitment-to-Wire Conversion
Fast Contact Management That Adapts to You
Skip the endless clicking. Get the tools you need exactly where you expect them.
Update Investor Details Instantly
Change tags, assign owners, and verify investors directly from your contact list without opening individual records or navigating between screens.
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Manage Your Entire Investor Base at Once
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Select multiple contacts and execute bulk actions in seconds. Send emails, upload documents, or update hundreds of records simultaneously.
Turn Your Database Into Custom Workflows
Create filters that match your investor segments, then perform multi-step operations across those exact groups without repetitive manual work.
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Identify Leads Ready to Invest
Spot the investors ready to commit and organize your entire contact database to surface the highest-value opportunities first.
Find Investors Ready to Commit Right Now
Filter by investment capacity, deal interest, or last contact date to identify who's ready to invest right now and prioritize your outreach accordingly.
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Move Leads Systematically Toward Investment
Set up custom pipeline stages from initial contact to repeat investor. Track where each lead stands and guide them through your process systematically.
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Never Let a Warm Lead Go Cold
Tag prospects by deal type and assign contact ownership to specific team members. Ensure every warm relationship gets proper follow-up and attention.
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View Your Network at a Glance and Collaborate Seamlessly
Get instant visibility into your entire investor network while keeping your team aligned.
Access All Investor Data in One Place
View leads and active investors together in one unified contact list. Find any contact instantly without jumping between different systems or databases.
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Share Views and Keep Your Team Aligned
Build custom filtered views and share them with team members. Ensure everyone sees the same priority contacts and critical information for coordinated outreach.
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Organize Information Your Way
Drag and drop columns into your preferred order and hide details you don't need. Create clean, focused views that surface exactly what's important to you.
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Keep Investor Data Secure and Compliant
Protect sensitive investor information and meet regulatory requirements without extra work on your end.
Secure Every Piece of Investor Information
Bank-level encryption protects contact records, investment histories, and communications. Two-factor authentication keeps unauthorized users out while automatic timeouts protect your data when you step away.
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Stay SEC Compliant
Built-in frameworks handle SEC regulations and investor accreditation tracking automatically. Audit trails and data protocols run in the background so you're always ready for examinations.
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Control Team Access to Sensitive Data
Set role-based permissions so team members see only what they need. Junior staff access basic contact info while senior team members view full investment histories and financial details.
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HEAR FROM OUR CUSTOMERS
“SponsorCloud allows us to operate seamlessly, bringing everything we need to run our business at our fingertips.”
The platform’s CRM system enhances investor engagement, Waterfall Calculations module simplifies complex distribution structures, eliminating manual calculations and errors, and the Email Module centralizes investor communications, enabling automated outreach and allowing us to focus on high-value interactions.
Noah Jacobson
Managing Principal,
Brew City Capital Group
Brew City Capital Group
Got Questions?
We’ve Got Answers
Are there any metrics available on the Contacts page? If yes, can they be customized?
Can I migrate my existing investor data from spreadsheets and other CRMs?
Yes, we handle data migration from Excel, other platforms, and legacy systems during onboarding. Our team ensures all contact histories, investment records, and custom fields transfer accurately without data loss, all in less than 7 business days.
How does the CRM handle large investor databases without slowing down?
The system performs efficiently with thousands of contacts. Advanced indexing and cloud infrastructure ensure fast search, filtering, and bulk operations even as your investor network grows significantly.
Can I track all communication history with each investor in one place?
Yes, the CRM maintains a complete activity timeline for every contact. View all emails, meetings, notes, document exchanges, and investment interactions in chronological order so your team always has full context.
Can I export contact data and reports for my accountant or compliance audits?
Absolutely. Export filtered contact lists, investment summaries, and audit trails in multiple formats. Generate compliance reports with investor accreditation status, contribution histories, and communication logs for regulatory reviews.
What if I need to connect with tools I already use like HubSpot or Mailchimp?
We integrate seamlessly through Zapier with 2,000+ popular business tools. Sync contacts with your existing CRM, email marketing platforms, or accounting software without manual data entry or switching systems.
Ready to Automate, Customize and take Control of Your Real Estate Fundraising Operations?
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