Harvey + Carta for Real estate operators. Replacing $200/yr IR teams with AI. Serve your investors. Automate your Raise. Scale your fund. 🚀 Join the movement:
Charlotte, NC
Joined September 2025
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The AI assistant for raising capital and managing investors in real estate.
Think Harvey + Carta From your First Flip to their Final Fund
"Who changed that?"... answered forever.
Track every create, update, and delete across:
→ Contacts
→ Deals
→ Loans
With timestamps. Before/after values. Full accountability.
Admins can access it in the Organizations tab.
Your CRM finally has receipts.
Already have investor data somewhere else?
Upload it on your profile page.
One of our developers will personally convert it into Fund Flow, no clunky imports, no broken fields, no headaches.
We'll handle the heavy lifting. You just show up.
