Track every investor, borrower, and advisor relationship in one pipeline — built for funding cycles and loan maturities, not sales quotas.
Salesforce and HubSpot are built for sales pipelines, not investor relationships, trust structures, or loan maturities. Teams end up bolting on spreadsheets to track funding stages and renewal dates — and the CRM stops being the source of truth.
Capture a contact once — individual, company, or trust.
Track every deal and loan tied to that relationship in a pipeline.
Tasks, reporting, and renewal dates update automatically as deals move.
Per-user pricing that scales from a single investor relations hire to a multi-advisor organization.
The stated price reflects an 8 module discount. Subscribing to 3+ modules unlocks a volume discount applied across your full platform.
It's the record every other module reads from and writes back to.
Turn pipeline stages into automated investor campaigns — no manual list-building.
Give investors self-serve visibility into the same record your team works from.
Move a contact straight into a funded loan without re-entering a single field.
Eliminate duplicate entry between sales and servicing systems.
Cut the time your team spends on manual data entry.
One system of record for every investor and borrower relationship.
Talk to a specialist about migrating off your current CRM.