Raise capital without the busywork.
Lead Sifter finds your investors, keeps every conversation and deal in one place, and handles the texting, email, calls and paperwork, with the compliance already built in.
Prepaid usage. Nothing is charged until you add funds.
Built for how capital gets raised
No stitching together five tools. One system for the whole path from a name on a list to a funded investor.
Find investors
Search real SEC filings for the people already raising and investing, add them to lists, enrich them with emails and mobile numbers, and bring the best into your CRM.
Pipelines and deals
Drag deals across stages from first conversation to funded. Every contact keeps its full history: messages, calls, notes and documents.
Text and email
Send one-to-one or in sequences. Consent is recorded, STOP is honored automatically, and a guided registration walks you through carrier approval for texting.
Calls in your browser
Call from the app, forward to your cell, screen and record voicemail. Every call lands on the contact’s timeline.
E-signature that protects data
Send subscription agreements and collect SSNs, tax IDs and bank details through an encrypted, two-factor signing page. Staff and AI only ever see the last four digits.
Raises, capital calls, distributions
Track every commitment against your target, issue capital calls, record distributions, and give investors a private portal to see their own numbers.
Calendar and booking
Share a booking page that checks your Google calendar for conflicts and adds a Meet link, with texting consent captured on the page.
Workflows
Chain texts, emails and waits with if/else branches, sending hours and schedules, so follow-up happens without anyone remembering to do it.
An assistant that does the work
Ask for what you want in plain English: “text everyone who attended the webinar.” Anything risky waits for your approval, and everything can be undone.
Move over the parts you want, when you want
Pick contacts by tag or date, choose the pipelines and message types, preview exactly what will happen, then run it. Save the selection and run it again on cut-over day.
- Read-only: GoHighLevel is never changed
- Preview first, with nothing imported
- Re-run safely: it updates instead of duplicating
- Undo any single run on its own
- Nobody is texted or emailed, and no workflow fires
Contacts tagged investor, not tagged do-not-import
- 1,284 of 3,910 contacts match
- 1,102 new · 171 merge into existing · 11 refresh
- 212 deals in Investor Pipeline
- Texts and emails since January 1
Example figures.
- Texts, emails and calls come out of this balance as they happen
- Low-balance email before it runs out
- You set a monthly limit on automatic recharges
Pay for what you use. Prepay so there are no surprises.
Add funds by card and usage comes out of your balance. Nothing is charged unless you add funds or turn on automatic recharge. If you ever run out, sending pauses; incoming texts and calls keep arriving.
Built to hold sensitive investor data
Investor files contain Social Security numbers and bank details. Security isn’t a feature here; it shaped the design.
Two-step sign-in required
Every staff account must turn on two-step sign-in before it can use the app.
Encrypted answers
Social Security, tax ID and bank answers are encrypted at rest, masked everywhere, and revealed only to verified owners with a fresh security code.
Everything is logged and undoable
Changes are recorded, and most can be undone in one click, including changes made by the assistant.
See Lead Sifter with your own deals
Tell us a little about your raise and we’ll show you how it would run here.