02 · Results
What changed in the businesses I worked with.
Measured inside a private real-estate lender, and at a separate recruitment client. Every figure carries its period and its caveat.
Loan volumeSales activityMeetings
01 · Capital Catalyst
Custom software, built & operated.
We build software around your business. And we operate it, so your people can spend more time doing their jobs. For lending, investment and recruitment teams.
No obligation · we reply to set up a time
- +200%
- company loan volume in a year
- 8% → 83%
- of leads with a phone number
- 9
- institutional meetings in one month
At a glance
Four results, four periods.
- +200%
- Loan volume, $40M → $120M in one year
- +53.2%
- Recorded calls to target contacts
- +20%
- New CRM contacts, measured
- +1,200%
- Monthly meetings, 3 → 39, recruitment client
The first three come from one private real-estate lender; recruitment is a separate client. Measurement periods differ. Company growth reflects a team effort; these results do not isolate the effect of any one system or tool.
Private real-estate lender · company growth
Company loan volume tripled.
$40M when Bill joined, $120M a year later. A company and team outcome; his contribution was part of the broader effort. Figures supplied by the founder. Source and context ↗
Private real-estate lender · sales activity
More calls to the right people.
Matched Dec–Mar periods. Calls count activities, not unique people reached. The per-salesperson rate is reported; its staffing denominator is undocumented and has not been independently reproduced. Source and method ↗
Private real-estate lender · measured, no projection
A larger contact base.
10,618 truly new contacts vs 8,859 in the matched prior-year window: 1,759 more. A new contact shares no phone or email with an earlier CRM row. This measures overall CRM inflow, not additions attributed solely to our system. Source and method ↗
Executive-search firm · separate client
Monthly meetings, 3 → 39.
Recorded monthly activity, Dec 2022–Oct 2024; lines connect recorded months. First to latest recorded month, not year over year. Meetings, not hires or revenue. Source and context ↗
03 · What we build
Who to call first, every morning.
Your contact list, prioritized from your own data. The person behind a company name, a number that rings, and the hottest contacts at the top.
Ranked call listsContact cleanupOutbound
The pipeline
From a company name to the first call.
01
Oakridge Ventures LLCGround-up project · Austin, TX
02
Daniel PriceManaging member behind the LLC
03
(512) •••-4410✓ answers
04
92Financing window open
05
- 01Repeat borrower92
- 02Opened 2 emails88
- 03Permit pulled74
- 17Cold contact31
Illustrative. Almost every investment property sits inside an LLC, so most of the work happens before the list exists: finding the person behind the company and a number that rings. The rep still makes the call.
CRM prioritization
Different groups. Different answer rates.
Observed answer rates in existing CRM groups, truly new developers and borrowers. Group sizes are unavailable; this does not establish that the labels caused the difference. Source and context ↗
Another specific use case
VoiceBot, built around my own writing.
I built VoiceBot using my own posts and comments. I paste in a message and it drafts a reply in my voice. I can edit it, copy it and send it myself.
It does a specific job. I still decide what gets sent.
04 · The systems behind the work
What was built and operated.
The top-line results give the context. These are the specific jobs the systems did, with how each was counted.
PhonesData qualityEmailDatabase
Fill the gaps
Phone numbers for 3,505 more leads.
Same 4,622 leads. Counts numbers found, not whether each worked; our total includes numbers from the original list. Source and method ↗
Contact data quality
Fewer dead ends.
Wrong or disconnected numbers among truly new developer and borrower contacts, matched Nov 1–Apr 7 periods. Per 1,000 is a normalized base. Source and context ↗
Make outreach work
About 1,400 emails per sending day.
- 68,851
- logged sends, Apr 15–Jul 21, 2026
- 48
- active sending days
- 21
- reps served by the system
- 1,434
- average per active day
"Delivered" means the receiving server accepted the email; it does not prove inbox placement. The old campaigns delivered about 25% or less, by Bill's firsthand account: a different measure, so not plotted as a baseline. Source and method ↗
Put old contacts back to work
71,762 contacts given to current reps.
- 30 → 19
- former owners → current reps
- 9,003
- contacts in one call-list run, 12 reps
- 76,193
- known-bad emails permanently excluded
One maintained database of about 370,000 records feeds several tools. These counts overlap and are not added together; reassignment is not the same as reaching every contact. Source and method ↗
05 · Prospects and meetings
The right people. In the room.
Contacts delivered new to the database, growth in target markets, and direct meetings with decision makers.
DeliveryTarget marketsMeetings
Prospect delivery
18,861 contacts new at delivery.
- 71.52%
- of 26,371 delivered contacts were new
- 582
- developer leads from social research
- 56,568
- posts screened for those leads
Founder's corrected delivery total, including permit leads; arithmetic checked. The other 7,510 are not a verified "already in CRM" group. The social leads are outbound research, not leads from the lender's own posts. Source and method ↗
Prospect research · projected
≈39% more targeted contacts.
Developers and borrowers, Nov 1–Jul 31 windows. Jun 19–Jul 31 of this year is projected from the measured Apr–Jun pace; a seasonal slowdown gives ≈12,705 (+32.5%). Target contacts, not customers or loans. Source and context ↗
Selected markets · projected
Expanding markets.
Truly new developer and borrower contacts in the same projected Nov–Jul comparison; hatched bars include the estimated tail. Selected states only; Florida and Washington declined. Contacts, not funded loans or market share. Source and context ↗
Meetings with decision makers
9 meetings booked. In one month.
For a $1B niche credit firm seeking funding: direct meetings with CEOs and chief investment officers at private-credit companies. Counterparty AUM $10B USD–€42B EUR.
Booked meeting events, not necessarily nine unique firms. AUM describes firm size, not funding secured. How we counted ↗
06 · How it works
A short call, a Leak Audit, a build, then we run it.
- 01A short callShow us how your team works, where time goes and what gets in the way. No obligation.
- 02The Leak AuditWhere leads and follow-through get lost, on your own data. $3k–6k fixed, 10 days; the fee is credited to the build.
- 03The buildShort and paid, on your own contacts, before anything monthly: a ranked call list, contact cleanup or an outbound sequence.
- 04We run itOperated and maintained, documented for a non-engineer. Ownership agreed up front. A known cost per outcome, no hourly billing.
06 · Who it's for
People who have a business to run.
Private lenders & private creditFind the people behind company names, organize borrower and investor research, give salespeople a useful place to start.
Real estate brokers & investorsResearch owners and capital partners. Contacts, opportunities and follow-up in one working process.
Funds, PE, VC & OCIOsInvestor and company research, fund information and follow-up. Prospect lists from SEC filings by firm size, custodian and fit.
Executive recruitmentResearch candidates and hiring decision-makers, prepare shortlists and keep outreach moving.
07 · Services and prices
What you can hire us to do.
Scope, price and ownership agreed up front. We normally start with the Leak Audit; its fee is credited to the build.
Custom automationRevival DeskInvestor Desk
Services
Three ways to work together.
For your own processCustom automationBuilt around a specific job in your business. Part-time from $8k/mo, 1–2 days a week, 3-month minimum. Fixed builds from $15k.
An ongoing sales workflowRevival DeskA ranked call list every day, a reason next to each name, deliverability watched, results monthly. From $7.5k, then from $1.5k/mo.
For fundsInvestor DeskA DDQ answer library so fund information is ready when it's needed. Libraries from $5k.
Video and investor communications
Make the work easier to explain.
One LP-call package, turned around in 72 hours, from $1k. Data videos from $4k. Quarterly updates scoped separately.
Video partner Nick Belotti (Flyguynick): a platinum-certified music video director who now films AGMs, investor days, conferences and launches with us. We edit and add charts built from your real numbers.
Earn attention
4.6 times the views. No paid boosting.
For the same lender: about 4× the likes and 8.8× the comments per post. Two reels made up about 65% of the new views; the previous set had no reels. Observed, not a controlled test, and it doesn't measure leads. Source and method ↗
08 · Who's behind it
Meet the founder.
The person who designs, builds and runs the systems. An ex sales guy who builds what sales guys need.
22+ systems in 12 monthsLSEFordham
Bill Baumgarth
From investor relations to Head Operator.
Bill Baumgarth worked in investor relations at a $1B growth-equity fund, then became Head Operator at a private real-estate lender, leading sales operations and marketing. He built 22+ systems in 12 months alongside that role; his email system served 21 salespeople.
Today he builds and runs revenue systems for sales teams. MSc, London School of Economics · BA Economics with honors, Fordham.
With Felipe Zingoni, sales strategy and head automations specialist · LinkedIn ↗
Investor-relations experience
More investor meetings per conference.
During the Sep 2022–Sep 2023 investor-relations role at a growth-equity fund. Approximate CV-reported baseline; a per-conference comparison. Source and context ↗
How I think about software
Using new tools and building with them are different things.
The newest technology reaches people through everyday applications: road navigators, meeting schedulers, assistants. That doesn't mean everyone becomes a builder.
So Capital Catalyst creates specific use cases for businesses and operates them. You have people who know their jobs. We build around what they actually need.
Questions
Before we start.
- Do we own the code?
- It depends on the project and our agreement. We agree on code ownership and usage rights before work starts.
- How do we start?
- A short, no-obligation call. Then a paid Leak Audit on your own data, with the fee credited to the build. Funds can begin with an LP-call package.
- Where does the proof come from?
- Separate client engagements and employed roles. Each comparison states its population and period. Read the evidence notes ↗
09 · Lobby
Show us what is taking up your team's time.
A short call. No obligation. Tell us what your team does today and where the work gets stuck.
(914) 510-7910 contact@capitalcatalystco.com
contact@capitalcatalystco.com · An ex sales guy who builds what sales guys need.