Built for capital
A sales tool and database for investor relations teams raising real estate capital. Everything you need to manage capital relationships and raise real estate funds.
Three tools for the work
Everything you need to manage capital relationships and raise real estate funds.
LP database management
Keep every limited partner organized and ready for outreach.
Capital activity tracking
Log every call and every commitment without losing the thread.
Fundraising pipeline visibility
See exactly where each investor stands in your raise at a glance.
Every LP in one searchable place
Centralize every limited partner contact, communication history, and relationship note. Executed documents sit beside the relationship they belong to. No more digging through spreadsheets or lost emails.
Track every dollar and every call
Monitor commitments and capital calls from AppFolio Investment Manager across every fund and deal. Fireflies.ai transcribes the calls and lands them on the record. The thread never breaks.
Commitments and capital calls
Calls, transcripts and action items
See exactly where every investor stands
Track prospects through every stage of your raise. Custom stages, saved views, a map view, and a dashboard your team can rearrange. Know where to focus your effort today.
Works with the accounts your team already has
Each seat connects its own Gmail or Outlook, LinkedIn, Calendly and Fireflies.ai. Beehiiv for your list, AppFolio Investment Manager for your portfolio, and a Claude connector your team admin hands out and can revoke.
Gmail and Outlook, per person
Replies land on the right investor record no matter who on the team answered.
Calendly and Fireflies.ai, per person
Bookings attach to the investor; transcripts land on the record with the action items.
LinkedIn, Beehiiv, AppFolio Investment Manager, Claude
Warm-connection signals, your newsletter list, your portfolio, and a Claude connector for the team.
Built for the work
Less manual work. More accuracy. A tool that works.
Stop chasing data across spreadsheets and inboxes
Everything lives in one place. You see the truth.
Less manual work
Log activity once. It stays logged. No double entry.
Better accuracy
Fewer mistakes. Fewer missed follow-ups. Cleaner data for everyone.
Work directly with the founder
The full power of this software opens when we work together. Start the conversation.