Investor CRM
Manage investor relationships and track commitments
Total Investors
8
In your network
Active Relationships
6
Engaged with offerings
Soft Committed
2
Ready for subscription
Total Commitments
$3.63M
Across all offerings
| Investor | Type | Status | Accredited | Soft Commitments | Active Offerings | Last Contact | Next Step | |
|---|---|---|---|---|---|---|---|---|
TF Taylor Family Office investments@taylorfamilyoffice.com | Family Office | Soft Committed | Verified | $750K | 2 | 2 days ago | Send subscription docs | |
HT Harrison Trust trustee@harrisontrust.com | Trust | Reviewing | Verified | $500K | 1 | 1 week ago | Follow up on questions | |
CR Crescent Ridge Capital deals@crescentridgecap.com | Fund | Funded | Verified | $1250K | 3 | 3 days ago | Quarterly update call | |
JW James Whitaker LLC james@whitakerllc.com | LLC | Invited | Self-Certified | $250K | 1 | 5 days ago | Await offering review | |
MC Margaret Chen mchen@email.com | Individual | Prospect | Unknown | - | 0 | 2 weeks ago | Schedule intro call | |
WA Westbrook Advisors partners@westbrookadv.com | Advisor | Subscription Pending | Verification Pending | $375K | 1 | 1 day ago | Complete accreditation | |
RH Robert Henderson rhenderson@email.com | Individual | Declined | Verified | - | 0 | 1 month ago | Re-engage next quarter | |
BR Blue Ridge Holdings info@blueridgeholdings.com | LLC | Soft Committed | Verified | $500K | 2 | 4 days ago | Confirm commitment amount |