We came up in sales

Your next deal may already be in your contact list.

We build software, find the right contacts and make videos that explain your work.

For private credit, private equity, venture capital, OCIOs, private lenders and executive recruitment.

Request a short call → No obligation · we reply to set up a time
The results

Find more people.
Make the list useful.

Results from client work and a year at a private lender. Open the notes to see what each number counts.

02 · Phone numbers03 · New leads04 · Email05 · CRM06 · Social
02 / Fill the gaps

Phone numbers for
3,505 more leads.

These leads had no phone number in the original list. Our system found one.

Both counts use the same 4,622 leads.

See how we counted
Same leads, four groups
Phone in both350
Original records only22
Our system only3,505
Neither745

Original total: 372. System total: 3,855. Shared numbers may have been passed through. This counts numbers found, not whether each number is correct.

Source and method ↗
Two 3D bars on a common scale of 4,622 leads. Original records have a phone for 372 leads; our system delivers a phone for 3,855 leads, including 350 leads in both groups.
Original records8.0%372 leads
Our system83.4%3,855 leads
Same 4,622 leads. This counts numbers found, not whether they worked. Our total includes numbers from the original list.
03 / Expand the book

16,744 people
new to the contact list.

We found new prospects, removed duplicates and checked them against the lender’s existing contacts.

Checked against a copy of the lender’s 368,683-contact database.

New leads by state
Selected geographic examples
StateLeads foundNet-new
South Carolina3,7373,097
North Carolina708324

“New” means no match under the documented CRM rules. These are prospects, not customers or loans. State counts are included in the overall total.

Source and method ↗
A 3D bar split into 16,744 leads new to the CRM and 9,597 already matched in the CRM; total 26,341.
New to the CRM16,744
Already matched9,597
26,341 leads in total. About 64% did not match an existing contact.
04 / Make outreach work

About 1,400 emails
per sending day.

Our system sent emails for 21 reps. The email provider marked 92.63% as delivered.

What we inherited

The old campaigns delivered about 25% or less when sending 100+ emails, based on Bill’s experience running them.

What “delivered” means

68,851 logged sends over 48 active sending days, April 15–July 21, 2026: an average of 1,434 per active day.

The 92.63% rate comes from a separate provider report on 42,438 requests in April–June. It measures server acceptance. The firsthand legacy estimate is a different measure, so it is not plotted as a directly comparable baseline.

Source and method ↗
A 3D percentage bar showing 92.63 percent provider delivery and 7.37 percent not recorded as delivered.
Provider delivery92.63%
Measured requests42,438
April–June 2026. “Delivered” means the receiving server accepted the email. It does not prove it reached the inbox.
05 / Put old contacts back to work

71,762 contacts
given to current reps.

We gave former employees’ contacts to current salespeople. We also prepared one shared list for emails, daily call lists and exports.

About 370,000 records in one maintained contact database.

What this counts

The reassignment fields identify 71,762 contacts moved from 30 former owners to 19 recipients. In the retained August 2025–April 7, 2026 call history, 3,588 of that group were called and 1,322 had an answered call.

Reassignment dates are unavailable; the call records do not prove activity happened after reassignment. Reassignment is not the same as reaching every contact.

A documented call-list run distributed 9,003 contacts across 12 reps. Separately, 76,193 known-bad email addresses were permanently excluded. These counts overlap and are not added together.

Source and method ↗
One shared contact database~370,000CRM records
Email planningRanked call listsExports
One contact database feeds several tools. The diagram shows how they connect.

Built the systems.
The sales teams did the selling.

Read the evidence notes ↗
One example: a ranked call list

Who to call first, every morning.

It’s your contact list (your book), read in the right order. The name most likely to pick up is at the top and the cold ones sink, so the rep just starts at the top.

Most of the work happens before the list exists. Almost every investment property is held inside an LLC, so what lands on a rep’s screen is a company name, and somebody has to find the person behind it and a phone line that actually rings.

Today’s call list illustrative sample
01
Repeat borrower, two deals
Fix & flip · answered Tue
92
priority
02
Opened your last two emails
Bridge · no reply yet
88
priority
03
Permit pulled, no certificate of occupancy
Ground-up · financing window
74
priority
17
Cold contact · no history
Bottom tier · skip for now
31
priority
Illustrative only. The ranking runs on your own book, and the rep still makes the call.
How it works

A short call, a Leak Audit, a build, then we run it.

01
A short call

You show us how your desk sells today: where the names come from, what a rep sees when one lands, what they do next, and where the day goes. There’s no obligation. We’ve sat in that seat, and this part tends to go quickly.

02
The Leak Audit

We tell you where the process leaks. Usually it’s new leads and follow-through. A rep gets a company name with no person attached, the good names are buried under cold ones, or your email account has been flagged as spam and nothing arrives. The audit is paid and runs on your own data. If you go ahead with the build, the fee is credited to it.

03
The build

It’s short and paid, and it runs on your own contacts before you commit to anything monthly. It could be the ranked call list above, or cleaning up your book so you can reach people, or an outbound sequence that lands. The Leak Audit decides which.

04
We run it

After that it runs every day, and you own it. We keep it running and leave documentation a non-engineer can follow. It keeps working after we step back. Pricing is a known cost per outcome, with no hourly billing.

Who it’s for

Built for the way your firm works.

Private credit

Find borrowers, sponsors and investors who fit your strategy. Keep research, contact details and follow-up organized.

Private equity

Research investors and acquisition targets. Turn fund updates and performance data into clear presentations and videos.

Venture capital

Research founders and investors, organize introductions, and tell portfolio stories through video.

OCIOs

Find advisory firms that could use your investment services. For one outsourced chief investment officer client, we built prospect lists from SEC filings, organized by firm size, custodian and fit.

Private lenders

Find the people behind property-owning companies, prioritize calls and automate follow-up. The operating results above come from a private real-estate lender.

Executive recruitment

Find suitable candidates and hiring decision-makers. Build clear shortlists and keep outreach moving.

223% more executive meetings for an executive search client. Founder-reported result →

Offers and prices

High-quality work. Exceptional value.

Work directly with the founder. Agree on the scope and price up front. Own the systems we build for you.

Paid diagnosis

Leak Audit

We find where your process leaks and tell you what to build first.

$3k–6k fixed, 10 days, on your own data. The fee is credited to the build.

For private lenders and other operators

Revival Desk

A ranked call list every day, with a reason next to each name. We also watch your email deliverability and send you a results report each month. Anyone who opts out is never emailed again.

From $7.5k, then from $1.5k/mo.

For funds

Investor Desk

Funds can skip the Leak Audit and start here. We turn around one of your LP (investor) calls in 72 hours, from $1k.

After that we can build a DDQ (due diligence questionnaire) answer library, from $5k. We also do investor-call (LP) packages, number-checked quarterly updates and a data video from $4k.

For a different process

Custom automation

We join your team part-time, or we take on a fixed build.

Part-time is from $8k/mo for 1–2 days a week, with a 3-month minimum, and fixed builds start at $15k. You own the code.

If your process looks different, we still start with a short call.

Request a short call →
Who’s behind it

Meet the founder.

Bill Baumgarth, founder of Capital Catalyst, in a grey blazer at a daytime reception
Founder

Bill Baumgarth

Bill founded Capital Catalyst. He worked in investor relations at a growth-equity fund managing $1 billion, where qualified investor meetings grew from 5 to 83+ year over year. He later became Head Operator at a private real-estate lender, leading sales operations and marketing.

He built 22+ individual systems in 12 months, alongside that full-time role. His email system served 21 salespeople. His work spans software, research, outreach and video.

He makes investor videos, animated charts and short social clips. His new social approach averaged 4.6 times the views, 4 times the likes and 8.8 times the comments across 16 posts compared with the previous 16, with no paid boosting. See the results →

Master’s degree, London School of Economics.
Economics degree with honors, Fordham University.

Nick Belotti, video partner, on set with a camera in hand
Video partner

Nick Belotti (Flyguynick)

A platinum-certified music video director with 50 music videos in his own YouTube playlist and IMDb credits for NBA YoungBoy and DaBaby. He now films corporate events with us under a partnership: annual general meetings (AGMs), investor days, conferences and launches. He shoots on site, and we edit and add charts built from your real numbers. Then we turn the day into a library of the full sessions, split by topic, plus a highlight reel and short clips.

See Nick Belotti’s IMDb credits (opens in a new tab) · See his 50-video playlist (opens in a new tab)

Questions

Short answers.

How do we start?

With a short, no-obligation call where you show us how your desk sells today. Then comes the Leak Audit, on your own data, though funds can skip it and start with one LP call. The prices are under Offers.

Who is this for?

Private credit, private equity, venture capital, OCIOs, private lenders and executive recruitment. More under Who it’s for.

Do we own what you build?

Yes. You own the code, and we hand over documentation a non-engineer can follow.

Where does the proof come from?

The numbers under Proof include an employed role inside a private real-estate lender, August 2025 to August 2026. The institutional meetings came from a separate client engagement. Other track-record examples are under Who it’s for.

Can you film our events?

Yes, with our video partner Nick Belotti: AGMs, investor days, conferences and launches.

Start here

Show us how your desk sells today.

We find where your process leaks and scope the fix together.

One simple way to begin
A short call. No obligation.
Then the Leak Audit, on your own data. The fee is credited to the build.
Request a short call → Call (914) 510-7910 contact@capitalcatalystco.com
Request a call

Tell us where your desk is leaking.

A few lines is enough to start. Your message goes straight to our inbox, and we reply to set up a time.