The dossier

Every rank comes with the reason.

Every score ships with its reasoning attached. Each lead lands as a full dossier: who they are, the evidence behind the ranking, and the recommended next step, delivered in under 90 seconds.

Sample Gold Sifter investor dossier
Open the full sample dossier →
  • Identity and current role
  • Acquisition source and first activity
  • Stated investment interest
  • Self-reported accreditation
  • Self-reported financial range
  • Financial-range and experience indicators (self-reported)
  • Relevant public research
  • Site engagement
  • Score rationale and confidence
  • Recommended call brief
  • CRM and source links
  • Complete interaction history

The tiers

A 0-100 score, banded into three tiers. Conservative by design: A-tier means the available evidence supports immediate human follow-up, and the model is calibrated to under-rank uncertain evidence rather than manufacture confidence.

A-TIER

Call now

Strong corroborated evidence of intent and self-reported financial range. Triggers an immediate text to the principals with the dossier and a call brief.

B-TIER

Nurture

Real interest, thinner evidence. Worth a structured follow-up rather than a same-day call.

C-TIER

Low evidence

Little corroboration or low intent. Filed, tracked according to your retention policy, and re-scored when new evidence arrives.

What it knows. What it does not.

Gold Sifter knows
  • Who the lead is professionally, from public records and profiles
  • What the lead stated, labeled as self-reported everywhere
  • Where the lead came from and every interaction since
  • The reasoning and confidence behind every score
It does not know
  • Whether anyone is actually accredited; that determination stays with you and your counsel
  • Private finances beyond what the lead chose to state
  • Anything derived from protected personal attributes; scoring never uses them
  • The future: a score is evidence-supported priority, not a promise of investment
How scoring works
01

Four evidence families, one score.

Identity and role signals, self-reported accreditation and financial-range signals, stated intent, and source activity combine into the 0-100 score. Every dossier shows the reasoning, so the score is inspectable rather than oracular.

02

Thin evidence lowers confidence. Never inflates it.

When the engine cannot corroborate, the score goes down and the confidence label says so. Missing data is never filled with optimistic assumptions.

03

High-intent leads with thin footprints get human review.

A sparse public profile should not quietly bury a legitimate investor. When intent is strong but corroboration is limited, Gold Sifter surfaces the uncertainty for review instead of quietly downgrading.

04

Self-reported stays labeled self-reported.

Accreditation and financial-range figures derived from the lead's own answers carry that label everywhere they appear, and are never presented as determinations. The determination stays with you and your counsel.

05

The model is tuned to your raise.

During setup and the pilot, the scoring is calibrated to your offering: what qualifies, which signals matter, and how tiers map to your team's call priorities.

See a dossier built from your own funnel.

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