Reg D 506(c) Raise Overview ● LIVE
Last updated 2 minutes ago · Identity resolution and CRM receipts active
$8.70M↑ $2.15M this week
$12.40M↑ $1.35M this week
$20.00M56.5% remaining
43.5% to target$11.30M remaining
Investor pipeline · people
Search peopleFiltersManage stages
New lead 28 · $5.3M
MC
Michael CarterCEO · Carter Digital
BNext: intro call
PS
Priya ShahManaging Director
BNext: send overview
Contacted 22 · $6.1M
SC
Sarah ChenVP Partnerships
ANext: follow-up call
DR
David RosenFounder · Rosen Capital
ANext: share teaser
Engaged 18 · $7.25M
JW
James WhitakerManaging Partner
ANext: review documents
LB
Lauren BrooksInvestor · Family office
ANext: answer questions
Committed 10 · $4.3M
RS
Rachel SteinPrincipal · Family office
ANext: documents pending
CH
Christopher HaleEntrepreneur
ANext: documents pending
Wired 6 · $8.7M
RM
Robert MartinezRetired executive
AReceipt confirmed
JW
Jennifer WalshFamily office investor
AReceipt confirmed
Source quality · month to date
| Source | Leads | Self-reported accredited | A-tier |
|---|---|---|---|
| Referral | 31 | 93% | 48% |
| Webinar | 84 | 86% | 31% |
| Paid social | 126 | 89% | 14% |
| Direct | 19 | – | – |
Needs your confirmation
EP
Emily ParkDraft follow-up staged
ReviewCH
Christopher HaleDocuments marked sent
ConfirmOB
Olivia BennettWire receipt requires confirmation
ConfirmTasks and calls today
10:00
Call Sarah ChenConfirm intent and check size
A11:30
Follow up David RosenShare teaser
A2:30
Call James WhitakerDocument questions
A