Investor lead intelligence for Reg D 506(c) raises

Know who to call next.

Every raise runs out of partner time before it runs out of investors. Every inbound lead is researched, scored, and ranked the moment it lands, so your team spends its hours where the money actually is, with a full dossier in under 90 seconds.

Issuer-operated software  ·  No investor outreach  ·  No success fees  ·  Never touches funds
Request a desk review → See a sample dossier
48-hour graded read of your lead file. No wiring, no integration.
SC
Sarah Chen
Investor form · via Instagram ads
A-TIER
86/100
high confidence
Stated interest
$500,000
Accreditation
Self-rep.
Fin. range · self-rep.
$2M-$5M
Recommended next step
Reach out personally today. Confirm whether she is investing personally or through an entity, then position how this raise fits her thesis.
Illustrative data
linkedin.com/in/sarah-chen CommerceStack VP, Partnerships angel · 6 startups accreditation: self-rep. $2M-$5M
I have a lead file to review Start with a desk review 48h graded read of your lead file. No wiring. I'm mid-raise and want it wired Start a 14-day pilot on your live funnel Connected to one active raise. I run a fund or agency See the white-label program Your client relationship, a stronger intelligence layer behind it.
The problem

Your funnel is full.
Your call list is blind.

Ad platforms optimize for clicks. CRMs store names. Neither tells you which human deserves the next call.

A family-office principal, an experienced angel, and a casual browser enter the same queue. Gold Sifter separates the signal from the volume.

Ordered by arrival
1Daniel Kim9:02B / 73
2Sarah Chen9:05A / 86
3Lauren Brooks9:11A / 80
4Marcus Cole9:14C / 55
The alternatives

Ad platforms measure responses. CRMs store activity. Gold Sifter identifies who deserves attention, and follows that human through commitment and wire.

01 / Capture

Every lead enters automatically.

Forms, webinar registrations, and ad funnels flow into one lead store.

02 / Resolve

One human, one record.

Repeated submissions and alternate emails merge into a single history.

03 / Research

Public evidence becomes context.

Role, company, source activity, experience indicators, and self-reported financial signals assemble around the record.

04 / Score

Conservative ranking, visible reasoning.

A 0-100 score and an A/B/C tier. Thin evidence lowers confidence, never inflates it.

05 / Prioritize

The next call becomes obvious.

The record rises to the top and triggers an A-tier alert with a call brief.

06 / Reconcile

Follow the human to the wire.

The same identity travels through committed and wired, back to its acquisition source.

[email protected] · webinar
[email protected] · form
sarahchen · mobile
?SC
New investor leadSarah Chen
[email protected] · via Instagram ads
✓ Captured to the lead store
A-TIER
86/100
high confidence
VP of Partnerships · CommerceStack
Prior angel investor, 6 startups
Self-reported accredited · $2M-$5M
⚡ #1 on the call list · A-tier alert and call brief texted to the principal
Lead→ Committed→ Wired $500K
86 A
The dossier

Every rank comes with the reason.

Each lead lands as a full dossier: the evidence behind the ranking and everything needed for a productive first call. Below is the actual email your team gets when a lead lands.

Sample Gold Sifter investor dossier

Evidence, not an unexplained score

Key signals and the reasoning behind the tier, so the score is inspectable.

The next call is prepared

A recommended call brief, ready before the principal picks up the phone.

Every claim is traceable

Source, site engagement, and research links back every figure to its origin.

Open the full sample dossier →
The analyst

Ask the raise.

Every record, note, stage change, source, and commitment sits behind one conversational interface. It answers from live records and cites them.

Illustrative data
▋
1Sarah Chenrequested materials twice, revisited terms86
2James Whitakerreplied to the intro, reviewed the docs84
3Lauren Brooksreturned to the terms page after the webinar80
Stage Sarah Chen to Contacted and log the call task?Confirm →
form submission site visit CRM receipt dossier research commitment record

Gold Sifter cites the records used in every answer. Consequential CRM changes are staged for human confirmation, never made silently.

Bring your own AI

Your raise, inside the AI you already use.

Use it here, or inside the AI workspace your team already uses: a private, read-only MCP connection to your live raise. Tenant-scoped, revocable, two-minute setup.

Works with
ClaudeClaude OpenAICodex GrokGrok + any MCP client
You, in your own AI: "who should I call first on the raise?"
See the 2-minute setup →
Your raise, this morning

The entire raise, on one screen.

This is what you open before the team starts calling: where the raise stands, what changed overnight, who gets today's calls and why, what to pause. The real interface below runs illustrative data, live on this page: drag an investor between stages, ask the analyst a question.

Open the command center full screen →Interactive demo · illustrative data
The Gold Sifter command center: raise thermometer, investor pipeline, AI analyst, source quality
Open the command center →Interactive demo · illustrative data
Source to wire

Follow every dollar of spend
to the humans it actually produced.

Illustrative data
Paid social87% coverage · 126 leads in
126leads
18A-tier
$540Kcommitted
$160Kwired
Referral100% coverage · 31 leads in
31leads
15A-tier
$1.8Mcommitted
$1.1Mwired

The full source ledger and coverage methodology →

The boundary

Designed to stay on the software side of the line.

An engine paid on outcomes answers to the fee. Gold Sifter is paid on the tool, so its rankings answer to the evidence.

01

Gold Sifter never contacts investors.

It does not message or market to investors. Every investor-facing communication is the issuer's.

02

Gold Sifter never determines accreditation.

Self-reported accreditation signals support prioritization only. Verification stays with the issuer and its counsel or registered intermediary.

03

Gold Sifter never handles funds.

It never receives funds, controls wire instructions, or directs a transaction.

04

Gold Sifter is never paid on capital raised.

Pricing is fixed and never a percentage of the raise. Non-negotiable by design.

Gold Sifter is not a broker-dealer, funding portal, or investment adviser and provides no legal or investment advice. Issuers running a generally solicited Rule 506(c) offering remain responsible for their own solicitation and verification obligations. Regulatory terms are reviewed with securities counsel before an engagement. See the full compliance page and Security & data handling.

Prove it on your live funnel.

Gold Sifter is built and operated by Cooper Simmons at Paper Blueprint. You will always know exactly who is behind your data: founder-led implementation and direct support, backed by documented runbooks, tenant-isolated infrastructure, and exportable customer records.

A 14-day pilot on one active raise. You keep the reports and a clean export either way, and you continue only if the evidence supports it.

BUILT FOR REG D 506(C) ISSUERS AND THE AGENCIES RUNNING THEIR FUNNELS · NOT FOR OFFERINGS WITHOUT GENERAL SOLICITATION

Book a 20-minute walkthrough → Start the 14-day pilot