Case
Capital Partners CRM and Outreach Engine
Two raises at once, 75 lenders, one system.
- Built for ·
- Operating role
- Built in ·
- Excel, Google Sheets, Claude, SendGrid
- When ·
- Sep to Oct 2026
The situation
A $20M bridge on two energy assets and a $25M development facility were in the market at the same time. The conversations lived in email threads, the decks went through each bank's secure site, and the executive team needed one view of where things stood.
What I built
A database of 75 lenders and investors in four lanes (energy, land and horizontal, build and spec, equity and fund), one row per organization as the source of truth and one log of every touch. A stage funnel (cold, meet, warm, moving) with a weekly send queue and a follow up queue, mail merge with a one page deal sheet, a SendGrid export and a lender facts register: deal size, entry point, criteria, recourse. A view only version for the executive team that shows the pipeline and hides the outreach work.
What changed
Every lender conversation is one row and one log. Recourse is answered before the deck goes out. Each lane runs the same stages, so what works in one is repeated in the next. The database went from 15 names to 75 in a day and is where every new introduction lands.