Your next deals are already in your CRM, your calls and your documents.
We build and run the AI systems that get them out, and measure the results on your own numbers.
For private lenders, funds and relationship-driven firms.
delivered
Before: the firm’s old mass email blasts (100 emails or more each) delivered under 30%. After, with our system: more than 9 in 10, even at about 1,400 emails a day.
16,744 people new to a 368,683-contact CRM, found and verified.
Built in-house at a private real-estate lender. 92.63% measured on 42,438 sends, Apr–Jun 2026. Full figures under Proof.
Who to call first, every morning.
Your contact list (your book), read in the right order. The name most likely to pick up sits at the top. Cold contacts sink to the bottom. The rep opens it and starts at the top.
Most of the work happens before this list. Almost every investment property is held inside an LLC, so what lands on a rep’s screen is a company name, not a person. Finding the person behind the LLC, and a phone line that rings, is the work.
A short call, a Leak Audit, a build, then we run it.
We start with how your desk sells today, not with a technology plan. You see the work prove itself on your own data before any monthly commitment.
You show us how your desk sells today.
Where the names come from, what a rep actually sees when one lands, what they do next, and where the day disappears. No obligation. We have sat in that seat, so this part is fast.
We tell you where the process leaks.
Usually the leak is in new leads and follow-through. A rep gets a company name and no person. The good names sit buried under the cold ones. Or your email account is flagged as spam, and nothing arrives. The Leak Audit is paid. It runs on your own data, and the fee is credited to the build. No slide deck to sit through.
We build the thing, not a requirements doc.
A short, paid build on your own data: a ranked call list, a clean book you can reach, or an outbound sequence that lands. We build whichever one the Leak Audit points to. It runs on your own contacts before any monthly commitment.
Then it runs every day, and you own it.
We keep it running and hand over documentation a non-engineer can follow, so the process outlasts the engagement — priced to a known cost per outcome, not to hours billed.
Three kinds of firm. One method.
A person to call, not an LLC.
Almost every investment property sits in an LLC, so your reps get a company name, not a person. We find the person behind the LLC, rank who to call first every morning, and get your email delivered. The numbers under Proof come from a private real-estate lender.
Meetings, not activity.
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. Among them: a €42B+ global private-equity firm and a $10B+ direct lender.
More live conversations, no new headcount.
For operating businesses ($2M–$250M). We find buyers who actually fit and reach them with a reason to reply. You get an answer out of your own data in seconds instead of a week. One service-provider client saw a 223% year-over-year increase in executive meetings.
Four ways to work with us.
Leak Audit
Where your process leaks, and what to build first.
$3k–6k fixed, 10 days, on your own data; the fee is credited to the build.
Revival Desk
A daily ranked call list with a reason on each row. Anyone who opts out is never emailed again. Plus email deliverability monitoring and a monthly results report.
From $7.5k, then from $1.5k/mo.
Investor Desk
Funds can start here instead of the Leak Audit: one of your LP (investor) calls, turned around in 72 hours, from $1k.
Then: a DDQ (due diligence questionnaire) answer library from $5k, investor-call (LP) packages, number-checked quarterly updates, a data video from $4k.
Custom automation
We join your team part-time, or take on a fixed build.
From $8k/mo for 1–2 days a week (3-month minimum), or fixed builds from $15k. You own the code.
Different process? Same method.
Request a short call →The receipts, told straight.
Two exhibits from one seat inside a private real-estate lender, August 2025 to August 2026. It was an employed role, not a client engagement, and the firm stays unnamed. Efficiency only: we changed the cost and the quality of the new leads that feed revenue. We did not close the loans.
Before: the old mass blasts (100 emails or more each) delivered under 30%, fewer than 3 in 10. For some salespeople it was under 1 in 10. Then we sent more email, about 1,400 a day across 21 reps, and far more of it arrived: 92.63% delivered, more than 9 in 10. Volume and delivery went up at the same time.
old mass blasts vs our system
BEFORE is the old mass blasts. AFTER is our system: 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, about 1,400 a day. Before and after, not a controlled test: the platform, the list cleaning and the sending pattern all changed together. 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%.
Named people who were not in the firm’s book at all: 16,744 of the 26,341 leads we found and verified.
“Finding new leads is a process problem, not a budget problem.”
“New to the book” means no phone, email or name match against a copy of the 368,683-contact CRM, saved at one point in time. It shows who was missing from the database. It does not claim any of them became customers. Our count of people new to the book is a range, 16,744–21,070, and we quote the low end. Every count is a minimum, recomputed only from files we could still access.
Under both exhibits: 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 (accuracy not measured). 64,388 of 97,928 people in the book (65.8%) tagged with a next step.
One person. Four functions. No engineering team.
Capital Catalyst is an AI systems consultancy led by Bill Baumgarth. LSE MSc. Fordham economics, cum laude. Then institutional investor relations at a $1B AUM growth-equity fund: from about 5 qualified meetings per conference to 85 at the last one we ran. RFP and DDQ processes carried end to end. We carried the number before we automated it.
Self-taught, building since late 2022. The time from spotting a problem on a sales floor to shipping the fix went from quarters to days. That is what you are buying. The person who finds the problem builds the fix, so it gets fixed this month, not scoped this quarter and shipped next year.
- Head Operator at a private real-estate lender, August 2025 to August 2026: four functions on one seat (business development, marketing, sales systems and automation).
- Led the marketing function and its two staff. Nobody else in the building was technical: no code review, no build-and-test pipeline.
- 22 production systems in about ten and a half months, alongside the full-time commercial role. A later audit found a twenty-third.
- Ran the outbound for 21 salespeople.
- Pulled a 368,683-contact book out of a CRM with no bulk export.
- Fixed a wrong-number problem: two copies of the same matching code had drifted apart. Merged them and locked the fix behind 19 automated checks.
- Left 856,228 bytes of written handover guides, each with a technical version checked against the code.
- Rebuilt organic social: roughly three times the engagement per post after a mid-May-2026 change, at zero media spend. Engagement is not leads: social was never tied to the CRM, and we claim no link.
- Took over the company website, then hosted and maintained it.
Nick Belotti (Flyguynick)
A platinum-certified music video director with 22 director credits on IMDb, including NBA YoungBoy and DaBaby. He now works with us under an exclusive partnership to film corporate events: annual general meetings (AGMs), investor days, conferences and launches. He shoots on site. 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.
Short answers.
How do we start?
With a short call, no obligation. You show us how your desk sells today. Then comes the Leak Audit, on your own data. Funds can start with one LP call instead. 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.