Investor Roster
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Limited previewThis demo searches 6 sample firms. Subscribers search all 35,000+ firms and 60,000+ contacts.

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Find the right capital partners, fast

Toggle a filter and watch the results respond, then open a profile. This preview runs on 6 sample firms and three filter groups - the live app searches 35,000+ firms across 28 investor types, with filters for check size, property type, risk profile, debt product, and metro.

Showing 3 of 6 matching sample firms

Preview only

The live catalog holds 35,000+ firms across 28 investor types.

Northstar Multifamily Partners

Family Office - Single - $1B - $5B AUM - New York, NY

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LP equityJV equityPreferred equityFund LPNortheastSoutheastTexas

Harbor Point Capital

RIA - $500M - $1B AUM - San Francisco, CA

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LP equityFund LPWest CoastMountain West

Cedar Ridge Partners

Family Office - Multi - $1B - $5B AUM - Dallas, TX

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JV equityCo-GPPreferred equitySoutheastTexas
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Create a free account to see this firm
Create a free account to see this firm
Create a free account to see this firm
Create a free account to see this firm
Create a free account to see this firm
Create a free account to see this firm

These 6 firms are a sample. 35,000+ more are unlocked with a free account.

Workflow

Not just data - your capital-raising workspace

Every other database stops at lookup. Investor Roster gives you the CRM to actually run the raise.

My lists

  • Fund III - Lead LPs24
  • Sunbelt multifamily JV18
  • Pref equity - active11
  • Warm intros Q27
Save target firms to named lists - by fund, by raise, by strategy.

Fund III raise - pipeline

Target

Northstar MF
Blue Meridian

Deal Sent

Harbor Point

Reviewing

Cedar Ridge
Track every firm through your raise on a deal pipeline.

Firm status

In contact

Last contacted

2 days ago

Activity

  • Call - John Smith

    2d ago

  • Email - Sarah Chen

    1w ago

  • Note - Northstar MF

    2w ago

Log every call, email, and meeting against the firm and contact. The firm's status moves itself as you do - logging anything lifts it to at least Attempting contact.

Follow-ups

  • Follow up with John re: Fund IIIToday
  • Send Harbor Point the deckTomorrow
  • Intro call - Cedar RidgeThu
Set follow-up reminders so no warm relationship goes cold.

Questions

What the tool does

Two things people ask after watching the walkthrough.

Can I track my outreach and deals inside the tool?

Yes - this is the workflow side of the product:

  • Saved lists of target firms, with notes and tags per firm
  • Activity logs against each firm and contact (calls, emails, meetings, notes)
  • Follow-up tasks with due dates and overdue flags
  • Per-deal pipelines tracking firms through Target, Deal Sent, Reviewing, Committed, and Passed
  • A firm-level status - not contacted, attempting contact, in contact, not a fit - that updates itself as you log activity
  • Private firm and contact records you can add for people not yet in the public database
Is there a mobile app?

No native app. The web app works on mobile browsers, so everything is accessible from your phone. A native app is not on the roadmap for v1.

Ready to dig in?

Create a free account.

Search all 35,000+ firms and open 5 full records a month, contacts included. No credit card. The free plan does not expire - just verify your email. A paid plan removes the monthly limit and adds the CRM workflow - lists, deal pipelines, notes, outreach tracking, and follow-up reminders. Founding rate (save 33%, for life) auto-applies while spots remain.

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