Investor Pipeline Guide: Stages, Metrics & CRM Tools
Marisa Amirian Published on: 10/01/2025Learn how to build an investor pipeline that converts. Discover the 6 stages, key metrics, and CRM tools that move investors from lead to funded deal.
Capital Raising Blog
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Marisa Amirian Published on: 10/01/2025CRM vs. Spreadsheets for Capital Raising: When to Upgrade
By: Marisa Amirian Published on: 11/17/2025Outgrowing spreadsheets? See why capital raisers turn to CRMs to track investors, automate follow-ups, and scale without the chaos of manual Excel.
CRMCapital Raising
Best CRM for Raising Capital: A Real Estate Syndicator’s Guide
By: Marisa Amirian Published on: 09/24/2025Discover what makes the best capital raising CRM for real estate syndicators. Learn the features you need to track investors, automate follow-ups, and scale with confidence.
CRMCapital Raising
5 Benefits of a CRM & What Features to Look For When You Choose One
By: Marisa Amirian Published on: 03/21/2023The real estate industry is a highly competitive and constantly evolving field. To be successful as a real estate investor, it is crucial to have a deep understanding of your investors, their needs, and their behaviors. This is where a Customer Relationship Management (CRM) system comes in handy.
CRM
We help Real Estate Investors, Syndicators, and Capital Raisers turn leads into investors on auto-pilot
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