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How to See Recommended Investor Prospects
How to See Recommended Investor Prospects

How to add investors to your CRM using prospects.

Brooke Zimmer avatar
Written by Brooke Zimmer
Updated over 4 months ago

Once you activate your deal, you will be able to utilize prospects to find investors that fit your company and deal terms. Prospects is an investor database that has over 10,000 investor leads available and can be filtered to create a personalized list for you.


Navigate to Prospects and select your deal to match.


Click "Add Filter" and select as many filters as necessary to narrow the recommended investors list.


Click on each investor to learn more about their investor information.


Click "Add to CRM" if the investor is a good fit.

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