How To Build an Investor Database Correctly The First Time

Why build an investor database?

Many of the apartment syndications done are through the SEC exemption Regulation D, 506b. In order for someone to invest in these offerings, you must already have a pre-existing relationship with them before the time you are under contract. A qualifying investor call with notes is one way to meet this requirement. Once you have your database in a CRM, you can use this as a tool to communicate with a large number of people.

Here's my database of prospective investors 11/02/23.

The 'Investors' list are people I've had a 15min - 1hr call with and have notes on them in my CRM.

The 'New Investors' list are people who I have their contact information from some real estate lead source but I haven't had a call with them yet.

System for scheduling calls:

Lead magnet --> Calendly link to schedule a call --> Calendly to Zapier to CRM --> Automated email campaign

1. One example I often use is a direct reach out to people in multifamily groups. In this message I introduce myself, acknowledge we're in the same multifamily group, mention I'm always looking for potential partners and investors. I then have my calendly link in the message.

2. When someone fills out the calendly form, they automatically go into my CRM through Zapier. They are sorted into the 'Investors' list and entered into an automated campaign. If they do not show up for the call, I manually sort them to the 'New Investors' list.

3. The purpose of the automated campaign is to get known to the person. Focus on providing value from your own knowledge and experience. Talk about what you've done and put the effort into genuinely providing value in these emails. I currently send out 13 total emails every 3-5 days. In addition to these automated emails, I usually send monthly reports of all the blog posts I've posted for that month.

4. Before the call, I also add them manually on social media.