New listing.
The two right buyers.
Manage your investor list, match each new listing to the right buy-box, and push tailored outreach only to the matches that land. Buy-box dimensions, match scoring, three-touch cadence, pipeline tracking. The buy-side equivalent of having every investor's brief in your head.
Listing in.
The right two or three investors out.
Patricia hunts Texas BRRRR. Marcus is multifamily Sun Belt. Sarah likes Mountain West short-term. Daniel only writes 1031 stabilized checks above $20M. Watch the engine read each listing and surface the exact investors whose buy-box fits.
248 Maple Lane, Austin TX
4-Unit Duplex · BRRRR CandidateForty investors,
two right for this deal.
The agent who blasts every new listing to all forty investors burns trust on every miss. The agent who knows each investor's buy-box and only sends the deals that fit gets returned calls. The difference is forty minutes of setup once, then sixty seconds per deal forever.
"Forwarded for your consideration"
- Same listing forwarded to all 40 investors regardless of fit
- Investors who get five irrelevant deals stop opening your emails
- Buy-box criteria live in your head, your notes app, or a stale spreadsheet
- No tailored framing per investor, every email reads identically
- ~ 5 percent reply rate, deal velocity tied to forwarding volume
Two or three investors who fit
- Each listing scored against every investor's buy-box automatically
- Outreach goes only to investors above the match threshold you set
- Buy-boxes structured as data: 8 dimensions, editable, versioned over time
- Each outreach email tailored to the investor's actual fit reasons
- ~ 18 percent reply rate, returned calls because the deals are real
Four steps,
sixty seconds per deal.
Import investors
Bulk import from your CRM, contacts, or spreadsheet. Each investor gets a profile: name, contact, capital range, recent acquisitions, response history.
Define buy-box
For each investor, set the eight buy-box dimensions: capital, geography, asset class, deal type, cap rate target, LTV preference, hold period, risk tolerance.
Match new listings
Drop a listing in. The engine scores it against every investor in your list. Top matches surface with fit reasons; mismatches are explained so you can override.
Push outreach
Each top match gets a tailored outreach email referencing why this deal fits their box. Three-touch cadence built in. Responses pause the cadence automatically.
Four deals,
four very different match sheets.
The featured Manhattan stabilized retail trade matched to the only investor whose box it fits, plus three abbreviated match sheets across asset classes: Texas BRRRR duplex, Denver multifamily tower, Aspen short-term cabin.
412 Pearl Street, Manhattan
A $24M stabilized Manhattan retail trade with an 18-year weighted average lease term lands precisely in Daniel Reyes' box: he is hunting for 1031 replacement property, writes between $10M and $30M, prefers stabilized commercial in major metros, and targets 5-7 percent cap. The other three investors in the suite are not even close. The right answer here is one outreach to Daniel within an hour of the listing breaking, not forty emails.
248 Maple Lane, Austin
Texas BRRRR fit, capital range, asset class all square. Single best outreach.
1142 Pine Tower, Denver
Sun Belt multifamily focus, sub-$10M sweet spot, value-add appetite.
88 Cliffside Heights, Aspen
Mountain West STR fit, capital in range, STR-permissive jurisdiction.
Eight dimensions,
one match score.
Each investor's buy-box is structured along eight dimensions. The match score is the joint result of how well a listing fits across all eight. Dimensions are individually weightable per investor if you know one matters more.
Capital Range
Min and max equity check the investor will write per deal. Capital floor is hard; ceiling is soft and signals appetite for stretch deals.
Geographic Preference
States, metros, or sub-markets where the investor actively buys. Some investors are national, some are tightly focused on one market they know cold.
Asset Class
Residential SFR, multifamily 2-4 unit, multifamily 5+, commercial retail, office, industrial, hospitality, mixed-use, land. Most investors specialize.
Deal Type
BRRRR, value-add, stabilized cash-flow, ground-up dev, opportunistic, 1031 replacement. The deal type often matters more than the asset class itself.
Cap Rate Target
Minimum acceptable in-place or projected cap rate. Stabilized buyers care about going-in cap; value-add buyers care about pro-forma stabilized.
LTV Preference
Typical leverage the investor uses. Some are all-cash, some target 65 percent LTV, some are 80 percent leverage shops. Drives whether financing-contingent offers fit.
Hold Period
How long the investor typically holds before exit. BRRRR refis at 12 months. Value-add holds 3-5 years. 1031 stabilized buyers hold for decades.
Risk Tolerance
Conservative stabilized, moderate value-add, opportunistic ground-up, or distressed. Combined with deal type, drives whether a hairy deal even gets surfaced.
Everything that goes
into returned calls.
Bulk import
Import from Follow Up Boss, kvCORE, Salesforce, or a CSV. Existing notes attach as buy-box hints. Most agents are set up in twenty minutes for an existing investor list of 30-60 names.
8-dimension scoring
Capital, geo, asset class, deal type, cap rate, LTV, hold, risk. Each dimension contributes to a 0-100 score. Tunable weights per investor if you know one factor matters more.
Tailored outreach
Each match generates a draft email referencing the investor's actual fit reasons by name. Subject line written for the investor, not for everyone. Edit any line, send when ready.
Three-touch cadence
Day 0 listing alert, Day 3 nudge with one new comp, Day 7 close-out. Replies pause the cadence automatically. Outreach stops the moment the investor signals interest.
Pipeline tracking
Per-investor history: deals shown, deals offered on, deals closed. Per-deal history: investors notified, investors who replied, investor who won. Your buy-side performance, measurable.
CRM sync
Follow Up Boss, kvCORE, Sierra Interactive, BoomTown, Realvolve, and Salesforce on Pro and Brokerage plans. Investor profiles, match history, and outreach status sync both ways.
Investor List Manager, answered.
Most do not. The tool starts with what you already know: past deals you have shown them, deals they have closed, conversations you remember, public deal records if they file as an LP or fund. From those signals it drafts a starting buy-box per investor that you review and edit. Most agents discover their estimate is 70 percent right out of the gate, then refine the rest by sending a single "I have you down for X, Y, Z, look correct?" email which usually nets a clarifying reply.
Each of the eight buy-box dimensions is scored against the listing on a 0-100 scale. Hard dimensions (capital floor, geography, asset class) are weighted heavier than soft ones (cap rate target, hold period). The composite score is the joint match. By default any score above 75 surfaces as a "send outreach" recommendation; 50-75 surfaces as a "review then decide"; under 50 is filtered out. The threshold is tunable per agent or per deal type if you want.
Yes. Any match can be promoted, demoted, or skipped. Override reasons get logged so the model learns your judgment over time. If you know an investor is making an exception this quarter (raising a fund, exiting a market, taking a sabbatical), drop a one-line note on their profile and the engine factors it in until you remove the note.
Top matches get the three-touch cadence: Day 0 listing alert, Day 3 nudge with one new comp, Day 7 close-out. Any reply pauses the cadence for that investor instantly so you take it from there. Investors who pass on three deals in a row get a "still active?" check-in. Investors who close get tagged for a higher tier of subsequent outreach. The pipeline view shows per-investor cadence state at any time.
Yes on the Team and Brokerage plans. Shared investor lists with per-investor permissions: who can see, who can match, who can outreach. Most brokerages use this for a single shared institutional buyer list while individual agents keep their personal investor relationships private. Brokerage-level analytics show which investors are most active across the firm.
Pair Investor List Manager
with these.
Investor Pitch
When a match lands, generate the full investor pitch tailored to that buyer's actual underwriting criteria. The fastest path from match to offer.
View Tool → Investment & AnalysisVR Calculator
For Mountain West STR matches like Sarah, run vacation rental yield projections to confirm the deal pencils before you send the outreach.
View Tool → Investment & AnalysisBRRRR Analyzer
For Texas BRRRR matches, run the BRRRR refi math before reaching out. Patricia replies faster when she sees the math is already done.
View Tool → Compliance & AuditSTR Permit Explainer
For STR-strategy matches, attach the permit verdict to the outreach so the investor walks in already knowing the regulatory ceiling.
View Tool →Stop forwarding deals.
Start making matches.
Try Investor List Manager free for seven days. All seventeen tools included, no credit card required.