CHOOSE YOUR PERFECT PLAN
Select the plan that best fits your needs and seamlessly adapts to support your future growth.
FOUNDATION
$197/mo
$197 Account Set Up Fee
Core Platform
CRM with Unlimited Contacts & Users
Email Marketing
1:1 Email Sync
Dedicated Sending Domain
Website Builder (5 Templates)
Calendar + Confirmation/Reminder Automations
Form Builder
Invest With Us Form + Workflow
Investor Framework
Investor Nurture Pipeline
Welcome Sequence Workflow
5 Welcome Email Templates
Core Investor Nurture Automations
Basic Segmentation Structure
Support
1:1 Account Setup Call
Weekly Office Hours
Email Support
OPERATOR
$297/mo
Book a Demo for Set Up Fee Customization
Includes Everything in Foundation +
Customization & Automation Buildout
Fully Customized CRM Architecture
Advanced Segmentation Strategy
Lead Scoring
Custom Investor Nurture Logic
Behavior-Based Automation
Soft Commit Tracking Structure
Advanced Investor Pipeline & Automations
Copywriting Included
Custom Welcome Sequence
10-Week Investor Nurture Copy
Investor Messaging Review & Refinement
Build Depth
Lead Magnet Automation
Investor Engagement Tracker
Pre-Built Forms + Surveys
Pipeline Optimization
Support
60–90 Day Hands-On Implementation & Support
Priority Email Support
Quarterly Business Review
RAISE
$697/mo
Book a Demo for Set Up Fee Customization
Includes Everything in Operator +
Active Capital Raise Infrastructure
Active Capital Raise Pipeline
Deal Launch Automation Architecture
Webinar Funnel Buildout
Capital Raise Email Campaigns
Reminder Sequences
Advanced Behavioral Segmentation
Raise Window Monitoring & Refinement
White-Glove During Raise
Live Raise Optimization
Priority Turnaround
Ongoing Workflow Refinement
Investor Stage Tracking System
Support
Monthly Strategy Call Included
Quarterly Strategic Review
High-Touch Partnership
We help Real Estate Investors, Syndicators, and Capital Raisers turn leads into investors.
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