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Investor CRM

Manage your private money investor relationships and track capital sources.

3

Total Investors

2

Active Investors

$4,750,000

Total Capital Deployed

13

Deals Completed

John Smith

Smith Capital LLC

ActivePrivate Lender
$100K - $500K
Last Contact: 2026-01-15
DallasHoustonAustin

"Prefers fix-and-flip deals. Quick to fund."

$1,250,000

Invested

8

Deals

Sarah Johnson

InvestCo Partners

ActiveEquity Partner
$500K - $2M
Last Contact: 2026-01-10
PhoenixLas Vegas

"Looking for value-add multifamily deals."

$3,500,000

Invested

5

Deals

Michael Chen

Chen Fund Group

ProspectFamily Office
$1M+
Last Contact: 2025-12-20
Los AngelesSan Francisco

"Initial meeting scheduled for next month."

$0

Invested

0

Deals