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Add new investor contacts for onboarding team before funding run

Add new investor contacts for onboarding team before funding run

Your investor spreadsheet rows arrive with inconsistent phones and emails, causing delayed onboarding and missed introductory outreach. Onboarding coordinators get cleaned contact records and tiered tags so follow-up happens the same day before the next funding run.

Add new investor contacts for onboarding team before funding run

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Add new investor contacts for onboarding team before funding run