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How to See Recommended Investor Prospects

How to add investors to your CRM using prospects.

Kevin Siskar avatar
Written by Kevin Siskar
Updated over 12 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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