This update brings you the latest from our platform, special news for our CapBloom community, and Capital Raising Tips and Tricks.

WHAT WE'RE TALKING ABOUT TODAY:

• 5 Reasons "WHY" Investors Invest with YOU

• Client Deal Spotlight

• CapBloom Feature Updates

• Coming Soon!

• Ideal Investor Profile

5 REASONS "WHY" INVESTORS INVEST WITH YOU

"Without a strong WHY, people don't BUY"

As a capital raiser, connecting with LPs is crucial to your success. Understanding and addressing their motivations can significantly enhance your marketing efforts.

Let's break down five compelling reasons why LPs will choose to invest with you and how you can effectively incorporate these insights into your emails, website, landing pages, and marketing copy. Leverage these strategies so you can build trust, showcase your value, and ultimately do more deals.

1️⃣ THEY WANT TO MAKE MONEY

Investors crave strong returns. Show them the potential gains and success stories that prove your worth, giving them the confidence they need to jump on board.

Why it's important: Demonstrating your track record builds trust and credibility.

How to incorporate this: Highlight success stories and projected returns in your emails, website, landing pages, and all marketing copy to consistently reinforce the financial benefits of investing with you.

2️⃣ THEY WANT TO SAVE MONEY:

Efficient investment strategies ensure maximum net returns. Your investors will thank you.

Why it's important: Minimizing costs and maximizing returns are crucial for investor satisfaction.

How to incorporate this: Detail the cost-saving strategies you employ, showcasing your commitment to efficient investing in all communications.

3️⃣ THEY WANT TO SAVE TIME:

Passive investors want to grow their wealth without investing time. Demonstrate how you handle the hard work for them.

Why it's important: Time is a valuable asset, and showing how you save investors' time enhances your appeal.

How to incorporate this: Emphasize your turnkey solutions and hands-off approach in your messaging, reassuring investors that their investment is in capable hands.

4️⃣ THEY WANT TO AVOID THE EFFORT:

Finding and managing real estate assets is a lot of work. Highlight the effort you put in, showing investors they can avoid this hassle.

Why it's important: Many investors prefer a passive role.

How to incorporate this: Send videos of your team performing due diligence or provide data like # of LOIs you submit in your newsletter, highlighting the convenience of investing with you.

5️⃣ THEY WANT TO AVOID PAIN:

The pain of waking up on retirement day to a grim bank account balance is real. Show potential investors how they can avoid this by investing in secure, high-return opportunities.

Why it's important: Security and peace of mind are key concerns for investors.

How to incorporate this: Communicate the stability and reliability of your investment opportunities through detailed risk assessments and testimonials in your emails, website, and landing pages.

CLIENT SPOTLIGHT: DEROSA GROUP

At CapBloom, we love to spotlight the successes of our clients. We believe in recognizing and celebrating the remarkable achievements of those who trust us to set up and run their systems. By sharing their stories, we not only highlight their triumphs but also inspire others within our community. Today, we are thrilled to feature the DeRosa Group and their exceptional DeRosa Income Fund.

DEROSA INCOME FUND

The DeRosa Group, with its strategic partners, generates a consistent monthly income for investors by making short-term, high-interest loans to seasoned operators with long track records. The DeRosa Income Fund is designed to produce reliable recurring income by investing in short-term, collateralized debt.

HOW DEROSA GROUP IS USING CAPBLOOM

1. Unified Tool Replacement: We combined all their separate tools into one unified system, making their operations more efficient and streamlined.

2. Automated Lead Intake: We set up automated processes to handle incoming leads, saving time and ensuring no potential leads are missed.

3. Lead Magnets for Lead Generation: We created effective lead magnets to attract and capture new leads.

4. Pipeline Management: We provided tools to manage their sales pipeline, making it easier to track and progress leads through the sales process.

5. Automations: We implemented various automations to handle repetitive tasks, allowing their team to focus on more important activities.

6. Lead Outreach: We integrated advanced phone calling features to improve communication and follow-up with leads and clients.

For the full case study to learn how DeRosa Group is upping their game click below.

DEROSA GROUP CASE STUDY

CAPBLOOM UPDATES

This month, we’re excited to share a host of updates that promise to improve your workflows, enhance communication capabilities, and provide greater flexibility in how you manage and automate tasks.

1. Calendar Widget Reorder: Ensures lead capture even if no appointment is booked.

2. Timezone Abbreviations for Appointments: Reduces appointment confusion.

3. Wrap Text Tool for Send Email Action: Enhances email readability.

4. Quick Resubscribe Link in Email Builder: Improves email list engagement.

5. Conversion Metrics for Funnels v1 Orders: Provides accurate revenue tracking.

6. Introducing New Templates: Streamlines marketing efforts with customizable templates.

7. Improved Block Editor for Funnels and Website Builder: Enhances website and funnel customization.

8. Social Planner @Mentions: Boosts social media engagement.

9. Email Builder Click Tracking: Optimizes email campaigns with interaction insights.

10. Multiple Contacts per Opportunity: Manages opportunities with multiple stakeholders.

11. New Service Calendar Enhancements: Custom intervals and durations for better scheduling.

12. Custom Code Console Logs: Improves debugging and monitoring.

13. Social Planner Location Tagging: Increases social media visibility.

14. Opportunity CSV Importing: Simplifies bulk updating and management.

15. Enhanced Community Themes: Customizable group interfaces.

16. Restore Deleted Workflows: Prevents data loss by recovering workflows.

17. Facebook Tracking Events Integration: Enhances marketing insights.

18. Improved UI for Calendar Integration: Streamlines third-party calendar and video conferencing integration.

19. Split Payment Elements in Forms: Enhances payment collection in forms.

20. Missed Call WhatsApp Back: Automatically sends WhatsApp replies to missed calls, ensuring follow-up.

These updates improve scheduling, communication, management, customization, engagement, and insights, crucial for capital-raising real estate investors.

COMING SOON!

We are constantly advocating for certain features and as we migrate clients from other tools we learn what's important and this is coming soon! Custom Objects are custom fields on steroids. You can create an object like a Multifamily Property, or Deal and then associate contacts with it. And the Object can have it's very own custom fields. It's very powerful and we are excited about it's release very soon!

CAPBLOOM OFFICE HOURS

Our weekly office hours for customers are a great opportunity for you to discuss CapBloom CRM updates, new features, give feedback, or just chat with our team.

Join us every Thursday at 1 PM EST. Look for the Office Hours link in your CapBloom CRM.

HAVE YOU CONNECTED WITH YOUR IDEAL INVESTOR YET?

Are you struggling to connect with the right investors? Do you even know who your ideal investor is? Our Ideal Investor Profile tool is here to transform your outreach strategy and help you achieve greater success.

Why Finding Your Ideal Investor Matters:

• Increase Your Profits: Targeted outreach to investors who align with your goals means more successful investments and higher returns.

• Save Time and Effort: Focus your energy on investors who are genuinely interested in your projects, reducing wasted time and effort.

• Build Stronger Relationships: Connect with investors who share your vision and values, leading to long-term partnerships and collaboration.

• Reduce Frustration: Avoid the pain of repeated rejections by reaching out to the right investors from the start.

CREATE YOUR IDEAL INVESTOR PROFILE