Meet Neo, your AI-powered Co-GP.
Invited only
Only LPs you explicitly invite see the deal. No public footprint, no LP-portal listing.
FUNDRAISING / MARKETING & CRM
A digital marketing page for the deal. A CRM and AI to work every investor.
Every raise gets a branded page, a pipeline view, and email automation that meets each LP where they are — from soft circle to signed.
R
Radcliffe Demo GP
Investment Sponsor
Greenfield Industrial Fund II
Sunbelt logistics, built for 2026.
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Greenfield Industrial
FUND II
INDUSTRIAL · SUNBELT · 2026
Investment Details
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Asset Details
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🇺🇸+1
(555) 555-5555
2,400+
raises launched
3.2×
higher LP engagement vs cold outreach
14 days
median time to first commitment
The marketing-to-money gap
Most GPs stitch a landing-page builder, a CRM, an email tool, and a portal together to launch one deal. The handoffs break, the data drifts, and the pipeline view nobody owns becomes a guess. Discovery and follow-through should live on the platform that already holds your investor data.
Set the audience once. The rest of the platform does not change.
The same deal page, sub-docs flow, and funding rails work whether your audience is two LPs or two thousand. Pick the mode per fundraise.
Related investors
LPs already holding a position in one of your funds discover the deal in their portal.
All contacts
Every contact in your CRM sees the deal in their LP portal, regardless of past position.
Anyone with a link
Share a public link — embed it on your website, in paid campaigns, on social. The deal does not appear in portal listings, but anyone with the URL can view it.
Two LPs or two thousand — the platform behind the page is the same.
Branded marketing pages, not generic forms
Every raise gets a deal-specific landing page with your brand, your story, and the gate the deal needs. Investors arrive from a referral link, an InvestNow embed, or an invitation — no account required to view.
- Custom hero, narrative, photography, and key terms per deal
- InvestNow button drops the LP straight into the configured flow
- NDA gate or 506(b) self-accreditation gate available without code
Interested in this offering?
Enter amount
Enter your full name
Enter your email address
🇺🇸+1
(555) 555-5555
Funnel emails that nudge the right LP at the right moment
When an LP soft-circles a deal, an automated sequence starts. When they NDA, the sequence advances. When they sign but have not funded, a reminder fires. The right message lands at the right step — without you scheduling it.
- Templates per stage: introduced, NDA-signed, verified, committed, funded
- Personalized with deal terms and LP-specific allocations
- Triggered from the same pipeline event that powers your dashboard
Send Bulk Invitations
Select contacts to invite to this fundraise
Search by name or email…
Select all (35)
35 contacts- Allison Grantagrant@grantcap.coGrant Capital PartnersInboundsource=opportunity_page+4
- Noah Vasqueznoah@vasquezpartners.comVasquez Real Estate Partners
- Olivia Reyesolivia@reyesfamilyoffice.comReyes Family OfficeInboundsource=opportunity_page+4
- Connor Walshconnor.walsh@outlook.com
- Priya Iyerpriya.iyer@yahoo.com
- Jonathan Sterlingj.sterling@sterlingequity.comSterling Equity Group
- Gabrielle Harrisongabrielle@harrisontrust.comHarrison Family Trust
3 contacts selected
A pipeline view from soft circle to signed
See every prospect, every stage, every blocker — on one screen. Soft-circles, NDAs signed, accreditation status, commitments, and funded positions. The view is the dashboard you would have built in a spreadsheet, except it stays current automatically.
- Stages tracked end-to-end
- Soft circle → funded
- Per-LP visibility
- Open emails, last touch, position
- Updates
- Live — no manual refresh
OpportunitiesFunnel
Search within 16 opportunities
Needs attention4Potential2
Noah Vasquez
Vasquez Real Estate Partners
$750,000.00
Called: $0.00•Remaining: $750,000.00
Send signing requestPriya Iyer
—
$250,000.00
Called: $0.00•Remaining: $250,000.00
Send signing requestSoft Circled2
Karen Mitchell
Mitchell Holdings LLC
$1,250,000.00
Called: $0.00•Remaining: $1,250,000.00
Send eSignature requestConnor Walsh
—
$500,000.00
Called: $0.00•Remaining: $500,000.00
Send signing requestSigned2
Allison Grant
Grant Capital Partners
$1,800,000.00
Called: $0.00•Remaining: $1,800,000.00
Send capital callMarcus Whitfield
Whitfield Capital LLC
$2,250,000.00
Called: $0.00•Remaining: $2,250,000.00
Send capital callCalled2
Tyler Morgan
—
$1,850,000.00
Called: $925,000.00•Remaining: $925,000.00
Waiting for paymentDerek Fontaine
Fontaine Investment Partners
$3,000,000.00
Called: $1,500,000.00•Remaining: $1,500,000.00
Waiting for paymentTransferred2
David Hawkins
Hawkins Family Office
$5,200,000.00
Called: $5,200,000.00•Remaining: $0.00
Funds received?Gabrielle Harrison
Harrison Family Trust
$2,800,000.00
Called: $2,800,000.00•Remaining: $0.00
Funds received?Invested3
Rachel Bennett
Bennett Capital
$2,400,000.00
Called: $2,400,000.00•Remaining: $0.00
Investment completeBrian Foster
Foster Equity Group
$3,100,000.00
Called: $3,100,000.00•Remaining: $0.00
Investment completeLaura Chen
—
$1,200,000.00
Called: $1,200,000.00•Remaining: $0.00
Investment completeDeclined1
Jonathan Sterling
Sterling Equity Group
$0.00
Called: $0.00•Remaining: $0.00
Declined to investLost2
Sophia Blackwell
—
$0.00
Called: $0.00•Remaining: $0.00
Lost — no responseRebecca Zimmerman
Zimmerman Investment Group
$0.00
Called: $0.00•Remaining: $0.00
Lost — passed“Investor discovery and the funded position used to live in different tools — and different teams. On Covercy they live on the same screen.”
GPs who switched from a CRM-plus-portal stack
Cap table builds as commitments come in
Every signed commitment lands in your cap table the moment it is signed — class-aware, position-level. The cap table is built during the raise, not assembled from receipts after.
Ask Neo about the next outreach
Neo queries your CRM in plain English — segment by past ticket size, asset class, geography — and drafts the follow-up email from the same conversation. Full Neo capabilities live on the Neo page.
Meet NeoFrequently asked questions
- Does my LP need an account before they can see the deal?
- No. Investors arrive at a branded landing page directly from a referral link, an InvestNow embed, or an invitation. Account creation only happens when the LP commits to engaging with the deal — and even then, it is part of the guided flow, not a separate step.
- Can the same deal page work for an invited raise and a public raise?
- Yes. The deal page composition does not change with audience mode — only who can reach it does. You can promote a single page privately to invited LPs or publicly via a link without rebuilding it.
- How do the funnel emails know what stage an LP is in?
- The pipeline view, funnel emails, and CRM share the same data model. When an LP advances a stage — NDA signed, accredited, signed, funded — the event drives both the dashboard and the email sequence. No syncing or webhooks required.
- Can Neo answer questions about my CRM data, like which investors did multifamily before?
- Yes. Neo queries the CRM in plain English — segment by past ticket size, asset class, geography, or any combination — and can draft follow-up communications from the same conversation. The CRM and the AI are part of one platform.