The CRM and investor signals
The CRM (Pulse on your phone) is your pipeline: every investor, where they are, and how engaged they are.
Signal labels. Each investor gets a score from what they do on the platform:
- Hot (70 and above): reach out today.
- Warm (40 and above): offer a call.
- Watching (15 and above): one light touch with something new.
- Below that, they are cold for now.
What counts most. Clicking Invest Now is the strongest signal on the platform. Saving your offering, opening the data room and downloading documents are the next best signs.
The Monday digest. Every Monday you get an email with last week's momentum, your top signals and your deepest reader, so you know who to call first.
Tip. Use what they read. "I saw you spent time on the model" opens a better conversation than "just checking in".