Your next deals are already sitting in your CRM, your call notes and your documents.
We build and run the AI systems that dig them out, and we measure the results on your own numbers.
We work with private lenders and funds, and with other firms that live on relationships.
found
On the same leads, the paid data vendor found a phone for 8.0%. We found a mobile number for more than 8 in 10.
92.63% of emails delivered, up from under 30%.
16,744 people new to a 368,683-contact CRM, found and verified.
Built in-house at a private real-estate lender. Measured on 4,622 leads, mobile numbers only. Full figures under Proof.
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.
A short call, a Leak Audit, a build, then we run it.
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.
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.
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.
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.
Three kinds of firm.
Almost every investment property sits in an LLC, so your reps get a company name. We find the person behind it, rank who to call first each morning, and get your email delivered. The numbers under Proof come from a private real-estate lender.
Booking allocators and principals is the job we came up doing. In investor relations at a $1B AUM (assets under management) growth-equity fund, we went from about 5 qualified meetings per conference to 85 at the last one we ran. We carried RFPs (requests for proposal) and DDQs (due diligence questionnaires) end to end. For an aviation asset manager we booked 9 institutional meetings in a single month, including a €42B+ global private-equity firm and a $10B+ direct lender.
This is for operating businesses doing $2M to $250M that want more live conversations without adding headcount. We find buyers who actually fit and give them a reason to reply, and you get answers out of your own data in seconds where it used to take a week. One service-provider client saw executive meetings go up 223% year over year.
Four ways to work with us.
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.
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.
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.
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 →Three results from one lender.
They come from a year inside a private real-estate lender, in an employed role (the firm stays unnamed). We built the systems and the salespeople closed the loans.
The old mass emails reached fewer than 3 in 10 inboxes. Ours reached more than 9 in 10, at about 1,400 a day.
old mass blasts vs our system
People who weren’t in the firm’s database at all, out of 26,341 leads we found and verified.
Same 4,622 leads. The paid data vendor found a phone for fewer than 1 in 10. We found a mobile number for more than 8 in 10.
paid vendor vs our system
How we measured
Email (Exhibit A). 92.63% measured on 42,438 sends, Apr–Jun 2026, out of 68,851 emails to 49,300 unique addresses, 21 reps, 48 send days. “Before” is the old mass blasts of 100 emails or more each. We compared before and after. The platform, the list cleaning and the sending pattern all changed together, so it wasn’t a controlled test. Across all email on the firm’s account, blocked emails fell from 5.95% to 1.19% (5x lower), clicks rose from 5.32% to 7.76%, and bounces rose from 0.96% to 2.09%.
New people (Exhibit B). “New” means no phone, email or name match against a copy of the 368,683-contact CRM, saved at one point in time. It counts who was missing from the database. Whether any of them became customers isn’t measured here. The count is a range, 16,744–21,070, and we quote the low end.
Phones (Exhibit C). Both measured on the same 4,622 name-matched leads: vendor 8.0%, ours 83.4%, and ours counts mobile numbers only. “Found” means a number came back at all, so this compares coverage and says nothing about the quality of the vendor’s data.
Underneath all three: 108,934 addresses verified before send. 76,193 known-bad addresses (bounces, failed checks) permanently excluded. An 82,881-entry do-not-email list, kept current. An opt-out checker flagged 26,577 contacts on it that a keyword rule had wrongly blocked from email. Their phone numbers were bad, but they had not opted out of email. 253,233 CRM contacts segmented and enriched in 1.32 hours for $20.67, a job that would cost about $25,000 at a typical vendor rate of 10¢ a contact (accuracy not measured). 64,388 of 97,928 people in the book (65.8%) tagged with a next step. 7,798 of 9,147 dormant borrowers left behind by departed salespeople put back on the outreach list.
One person covering four functions, with no engineering team.
Bill Baumgarth
Capital Catalyst is led by Bill Baumgarth: LSE MSc, Fordham economics cum laude, then investor relations at a $1B growth-equity fund, where qualified meetings per conference went from about 5 to 85. We had our own sales number to hit before we automated any of it.
We find the problem and build the fix ourselves, and it gets fixed this month.
- Head Operator at a private real-estate lender, 2025–26: business development, marketing, sales systems and automation, on one seat.
- 22 production systems in about ten months, alongside the full-time role.
- Ran the outbound for 21 salespeople and a 368,683-contact book.
- Left written handover guides for every system.
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)
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 lenders, funds and relationship-driven firms. 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 come from an employed role inside a private real-estate lender, August 2025 to August 2026. The fund and operating-business results are under Who it’s for.
Can you film our events?
Yes, with our video partner Nick Belotti: AGMs, investor days, conferences and launches.
Show us how your desk sells today.
We find where your process leaks and scope the fix together.
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.