DEALBANKERS β’ Capital Hub
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Capital Acquisition
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β TARGET QUEUE
0 leads
All
Private Wealth
Institutional
Go
οΌ Add Investor
β DOSSIER & SCRIPTS
Select an investor or fund from the queue to load the dossier and dynamic scripts.
β ACTIVE OFFERINGS
Coupland Dev ($5M)
Tax Notes (12%)
π Copy Link
Send secure data room access to an investor.
π€ Share Offering
Instructions:
Select an offering to review the metrics. Copy your personalized share link or click "Share Offering" to draft an email directly.
Share Executive Summary
Drafts an email directly from your native mail client.
β
To (Investor Email)
Auto-fills if you have a target selected in the queue.
Subject
Message
Cancel
Send Email
Target Dossier
Add Private Wealth Buyers or Institutional Capital.
β
Capital Class
Private Wealth / Retail
Institutional / Corporate
Name / Fund Entity
Pipeline Status
New Lead
Dialed - Left VM
Buy Box Acquired
Substantive Rel. Logged
Lumpy Mail Sent
Legally Cleared (Pitch OK)
Deal Pitched
Soft Commit
Do Not Call
AUM / Target Amount
Exemption Rule
Unknown
506(b) - NO COLD PITCHING
506(c) - COLD PITCHING OK
Epic Dossier (The Breakdown, Decision Maker, The "Why")
Custom Call Script (Gatekeeper & Pitch)
Asset Focus (Private Wealth Only)
Website / LinkedIn
Location / City
Email
Phones (one per line: Label | Number)
Buy Box & Call Notes
Assign Investor to Team
Role
All
None
God Mode saves to
leadsMaster/buyers
and copies to selected users. Branch Managers assign only within their own approved team.
Delete Target
Cancel
Save Dossier
Team Management
Manage Branch Managers and Associates
Close
Support Request
Send a request to Leadership Team
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Priority
Blue Phone Support (not urgent)
Red Phone Support (urgent)
Category
Request Funding
Need pitch deck access
SEC compliance question
Hot lead / Needs Call
System bug
Other
Message
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Send Request