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Create and update investor leads in your central database

Create and update investor leads in your central database

Your investor signups arrive as webhook events, leaving contacts and funding untracked. Capture and update investor profiles and funding status so coordinators can act same day.

Create and update investor leads in your central database

Overview

Investor signups and funding changes often scatter across webhooks and spreadsheets, slowing onboarding and handoffs. Centralizing those events into structured lead and funding records gives project coordinators a single source of truth and enables same-day outreach and cleaner handoffs.

Create and update investor leads in your central database