What raise operators ask first.

No. It researches, scores, and files leads and prepares the materials your team needs to make the call. Every message to an investor is sent by the issuer, never by Gold Sifter.

No. It reads and structures a lead's self-reported accreditation and public signals as a prioritization aid. Verification and the accreditation determination remain with the issuer and its counsel or registered intermediary.

No. It is issuer-operated marketing and CRM software whose fee is never tied to capital raised. It never receives funds, controls wire instructions, or directs a transaction, and it is not an investment adviser and gives no legal or investment advice. See the full boundary.

It is built for generally solicited Rule 506(c) funnels, where ad spend, inbound leads, and the compliance boundary matter most. Other exempt offerings with an issuer-run marketing funnel work the same way; the boundary posture is simply designed for 506(c) proximity.

Yes, where the issuer runs its own marketing funnel and CRM. Portal-hosted Reg CF raises route investor flow through the portal, so what Gold Sifter can see and score is scoped per engagement on the walkthrough.

Each person receives a 0-100 score and an A, B, or C tier, built from identity and role signals, self-reported accreditation and financial-range signals, stated intent, and source activity. The scoring is conservative: thin evidence lowers confidence rather than being filled with optimistic assumptions. Every score arrives with its reasoning.

The score reflects the uncertainty, the dossier says what is missing, and a genuinely high-intent lead that cannot be corroborated is flagged for a human to review rather than quietly downgraded. Reports show a coverage percentage, and missing data stays visibly missing.

Yes. The model is configured to your raise during setup and the pilot, including what earns A-tier on your raise and how tiers map to your call priorities.

It answers questions from your live records with citations, builds call lists, files notes, and stages CRM updates. It cannot contact investors, cannot make accreditation determinations, and consequential CRM changes wait for your one-tap confirmation rather than being made silently.

A record whose available evidence supports immediate human follow-up: identity and role signals, stated intent, source quality, and self-reported figures that hold together. A-tier is a priority band, not a qualification or accreditation judgment.

Yes. Tiers can be adjusted by your team, adjustments are recorded with who and why, and recurring disagreements feed recalibration of the model to your raise.

Public professional profiles, company and role records, and the issuer's own first-party engagement data. The verified-identity add-on layers third-party identity verification on top-tier leads. No private databases are accessed without authorization.

No. Scoring never uses race, ethnicity, religion, health, or other protected attributes. It ranks on investor evidence: role, stated intent, source behavior, and self-reported financial signals, always labeled as such.

Leads are resolved to one record per human using normalized email, phone, and identity signals, so repeated submissions, alternate addresses, and later visits attach to one continuous history instead of creating duplicates.

Gold Sifter writes into Pipedrive today and ingests from common web forms, webinar registrations, and native ad lead forms. Support for additional CRMs is scoped per engagement.

Gold Sifter stores the lead and pipeline data required to research, score, and file each record, plus the receipts of what it wrote. Access is limited to the issuer's engagement, sensitive fields are handled with least-privilege access, and the specific storage, retention, and security terms are set in the engagement agreement. See Security & data handling.

Your investor records live in your CRM throughout, so nothing is held hostage. On cancellation you receive a clean export of the data Gold Sifter produced, and its copy is handled per the retention terms in the agreement.

Flag it, or correct the record in your CRM. Identity resolution re-runs on the corrected signals, the record keeps its history, and the correction is visible in the receipts rather than silently overwritten.

No. Your leads and investor data are processed to research, score, and file records for your raise only. They are not used to train shared or third-party AI models.

Your engagement's users, and the operator under least-privilege access for running and supporting the engagement. Tenants are isolated from each other; no other client can ever see your records.

Yes. Every score ships with its reasoning attached to the record, and the clean export you can request at any time includes scores, tiers, confidence, and the reasoning text.

Agency reporting grades clicks and cost-per-lead. Gold Sifter grades the humans behind them: identity-resolved records, conservative A/B/C ranking with reasoning, and spend reconciled to commitments and wires. Many agencies white-label it for exactly that reason.

Your CRM stores what your team types. Gold Sifter researches every lead, scores it with visible reasoning, deduplicates people across forms and devices, and writes it all back into your CRM with receipts. It makes the CRM you already have worth trusting.

Enrichment appends data fields. Gold Sifter is built for one job: telling a regulated raise who deserves the next call and which spend produced real investors, with a compliance boundary designed for 506(c) proximity.

A single raise is typically connected and scoring within the 14-day pilot window. The exact timeline depends on your sources and CRM, and is confirmed on the walkthrough.

The engagement usually starts with a short desk review of an exported lead file, then a 14-day pilot that connects a single raise and scores it live. Pricing is scoped to each raise and confirmed on the walkthrough. At the end you keep the reports and a clean export either way.

When the raise closes or pauses, the engagement pauses with it; your records stay in your CRM and you keep a clean export. A later raise re-activates on the same terms discipline.

Yes. Agencies and multi-raise operators license Gold Sifter on white-label terms, with one view across their roster. See the agency program.

You reach the operator directly, not a ticket queue. Expect same-day responses during a live raise and business-day responses otherwise; specific support terms are set in the engagement agreement.