Lending, capital & finance

We introduce your financing or investment offer to relevant firms.

We research borrowers, investors and finance partners around your criteria, then run LinkedIn and email outreach from your accounts.

Book a callRegister

Example: outreach for a fix-and-flip lender

  1. ActivitySingle-family renovation · Tampa
  2. CompanyBayview Residential Investments
  3. ContactDaniel Reed · Managing Partner
  4. Outreach angleComparable $450K renovation loan in Tampa

$10M+ in loan opportunities in 3 weeks

Swifte Capital · Real estate lender

Read the case study

70 people at real estate firms replied in 1 month

KPM Financial · Interest rate derivatives adviser · $8.6B advised in 2025

Read the case study

ExclusiveCRE lenders and finance brokers

We work with one CRE capital advisory firm in this category on an exclusive basis, so we can’t take on other CRE lenders or finance brokers.

42 calls booked with real estate developers in 1 month

Read the case study

See an example for your business.

Example: outreach for a fix-and-flip lender

01We find relevant projects

We identify relevant activity in your target market.

RENOVATION PERMIT · TPA-2026-01842

Single-family renovation

218 Maple Avenue, Tampa, FL

Estimated renovation budget: $180,000

Owner: 218 Maple Investments LLC

Why selected

A residential renovation identifies an active investor.

02Identify the company

We confirm which business is behind the activity.

218 Maple Investments LLC

↓ Company records and portfolio website

Bayview Residential InvestmentsCompany selected

03Match against your criteria

We check the company and activity against your target client criteria.

Your target criteriaResearch findings

Florida and GeorgiaTampa activity ✓
One-to-four-unit residentialSingle-family property ✓
Experienced investorsFour completed renovations identified ✓
Target loans under $3MActual requested amount unconfirmed

04Find the right people

We identify the person whose responsibilities fit your offer.

Daniel Reed Managing Partner · Bayview Residential Investments

Handles acquisitions and financing

Current company ✓Function and seniority ✓Active LinkedIn ✓Email validity checked

Email validity
Valid
Catch-all
No
Deliverability indicators
Checked
Selected

Alex Turner Project Manager

Excluded: Handles construction rather than financing

05Write relevant messages

We connect their activity with your specific experience in a message you approve.

From your LinkedIn · to Daniel Reed

Hi Daniel, saw the single-family renovation permit for Maple Avenue in Tampa. We recently funded a $450K acquisition-and-renovation loan for a Tampa investor. Are you looking at financing options for any upcoming acquisitions?
Their activityYour relevant experience

06Reach out and follow up

We run coordinated LinkedIn and email outreach from your accounts.

Daniel Reed · Bayview Residential InvestmentsAssigned to your Manager A
  1. LinkedIn message
  2. Follow-up
  3. Email
  4. Reply received

Remaining follow-ups stopped

Company assignment

bayviewresidentialinvestments.exampleManager A
Another manager’s new outreachblocked for this company

Sent from your accounts. Managed by Buildwise.

07You handle interested replies

Your team takes over with the reply and the research behind it.

Reply from Daniel Reed

“We have another purchase lined up in Tampa. Send your criteria and availability for a call.”INTERESTED
Contact
Daniel Reed · Managing Partner
Company
Bayview Residential Investments
Activity
Single-family renovation · 218 Maple Avenue, Tampa, FL
Next step
Share lending criteria and discuss the next acquisition.

With Outreach + sales operations Contact, activity, reply and assigned manager synced to your CRM.

Example: outreach for a sponsor raising equity

01We find relevant projects

We identify relevant activity in your target market.

JOINT-VENTURE INVESTMENT ANNOUNCEMENT

Equity investment in a 260-unit apartment acquisition

Charlotte, NC

Named capital partner: Pinecrest Real Estate Investments

Why selected

Documented equity participation is relevant to investor targeting.

02Identify the company

We confirm which business is behind the activity.

Named capital partner

↓ Investment announcement and firm strategy page

Pinecrest Real Estate InvestmentsCompany selected

✓ Confirm its role as equity partner rather than assuming every buyer is a passive investor

03Match against your criteria

We check the company and activity against your target client criteria.

Your target criteriaResearch findings

Southeast multifamilyCharlotte apartment investment ✓
Equity partners alongside operatorsJoint-venture role disclosed ✓
Assets of 150–350 units260 units ✓
Current allocation and check sizeunconfirmed

04Find the right people

We identify the person whose responsibilities fit your offer.

Claire Bennett Investment Director · Pinecrest Real Estate Investments

Reviews prospective real estate equity partnerships

Current company ✓Function and seniority ✓Active LinkedIn ✓Email validity checked

Email validity
Valid
Catch-all
No
Deliverability indicators
Checked
Selected

Owen Shaw Property Operations Lead

Excluded: Not responsible for allocating capital

05Write relevant messages

We connect their activity with your specific experience in a message you approve.

From your LinkedIn · to Claire Bennett

Hi Claire, saw Pinecrest partnered on the 260-unit Charlotte acquisition. We acquired and renovated a 220-unit community in Greenville and are evaluating another Southeast multifamily deal. Are you reviewing new operating-partner relationships?
Their activityYour relevant experience

A flat monthly fee. Messages go from your accounts, in wording you approve. Your team handles investor conversations.

06Reach out and follow up

We run coordinated LinkedIn and email outreach from your accounts.

Claire Bennett · Pinecrest Real Estate InvestmentsAssigned to your Manager A
  1. LinkedIn message
  2. Follow-up
  3. Email
  4. Reply received

Remaining follow-ups stopped

Company assignment

pinecrestrealestateinvestments.exampleManager A
Another manager’s new outreachblocked for this company

Sent from your accounts. Managed by Buildwise.

07You handle interested replies

Your team takes over with the reply and the research behind it.

Reply from Claire Bennett

“Send your team background and prior project overview. We can discuss whether there’s a fit.”INTERESTED
Contact
Claire Bennett · Investment Director
Company
Pinecrest Real Estate Investments
Activity
Equity investment in a 260-unit apartment acquisition · Charlotte, NC
Next step
The sponsor shares approved materials and handles investor qualification.

With Outreach + sales operations Contact, activity, reply and assigned manager synced to your CRM.

Example: outreach for a rate-hedging adviser

01We find relevant projects

We identify relevant activity in your target market.

REFINANCING ANNOUNCEMENT

$42M floating-rate loan

310-unit apartment community · Dallas, TX

Borrower: Brightwater Residential

Loan rate type explicitly stated in the example source

Why selected

Documented floating-rate financing fits the adviser’s target profile.

02Identify the company

We confirm which business is behind the activity.

Borrowing property entity

↓ Financing announcement and company website

Brightwater ResidentialCompany selected

03Match against your criteria

We check the company and activity against your target client criteria.

Your target criteriaResearch findings

US commercial borrowersTexas apartment owner ✓
Floating-rate financingStated in announcement ✓
Loan size $20M–$75M$42M ✓
Existing hedge and renewal timingunconfirmed

04Find the right people

We identify the person whose responsibilities fit your offer.

Kevin Marsh CFO · Brightwater Residential

Oversees financing and interest-rate exposure

Current company ✓Function and seniority ✓Active LinkedIn ✓Email validity checked

Email validity
Valid
Catch-all
No
Deliverability indicators
Checked
Selected

Emily Ross Leasing Director

Excluded: Unrelated to debt hedging

05Write relevant messages

We connect their activity with your specific experience in a message you approve.

From your LinkedIn · to Kevin Marsh

Hi Kevin, saw Brightwater’s $42M floating-rate refinancing in Dallas. We recently advised a Texas apartment owner on an interest-rate cap for a $35M loan. Is someone on your team responsible for reviewing hedging across the portfolio?
Their activityYour relevant experience

06Reach out and follow up

We run coordinated LinkedIn and email outreach from your accounts.

Kevin Marsh · Brightwater ResidentialAssigned to your Manager A
  1. LinkedIn message
  2. Follow-up
  3. Email
  4. Reply received

Remaining follow-ups stopped

Company assignment

brightwaterresidential.exampleManager A
Another manager’s new outreachblocked for this company

Sent from your accounts. Managed by Buildwise.

07You handle interested replies

Your team takes over with the reply and the research behind it.

Reply from Kevin Marsh

“I handle that. Send your capabilities and we can discuss the portfolio.”INTERESTED
Contact
Kevin Marsh · CFO
Company
Brightwater Residential
Activity
$42M floating-rate loan · 310-unit apartment community · Dallas, TX
Next step
Share adviser capabilities and discuss existing arrangements and needs.

With Outreach + sales operations Contact, activity, reply and assigned manager synced to your CRM.

Example: outreach for an asset-based or equipment lender

01We find relevant projects

We identify relevant activity in your target market.

FEDERAL CONTRACT AWARD · SAM.GOV

Navy contract for nonpowered valves

Awarding office: NAVSUP Weapon Systems Support

Award amount: $1.5M

Recipient: Brandt Flow Components LLC · Pennsylvania

Why selected

A new award means material and labor are paid for before the first invoice.

02Identify the company

We confirm which business is behind the activity.

Brandt Flow Components LLC

↓ SAM.gov registration and company website

Brandt Flow ComponentsCompany selected
Unique Entity IDthe same on the award and the registration

03Match against your criteria

We check the company and activity against your target client criteria.

Your target criteriaResearch findings

Manufacturing and distributionValve manufacturer ✓
Revenue of $2M–$100M35 employees, estimated in range ✓
$2M+ in federal awards over 12 months$2.3M, this award included ✓
Current lender and credit lineunconfirmed

04Find the right people

We identify the person whose responsibilities fit your offer.

Dan Whitaker President · Brandt Flow Components

Decides on financing and the bank relationship

Current company ✓Function and seniority ✓Active LinkedIn ✓Email validity checked

Email validity
Valid
Catch-all
No
Deliverability indicators
Checked
Selected

Lisa Novak Operations Manager

Excluded: Runs production, not financing

05Write relevant messages

We connect their activity with your specific experience in a message you approve.

From your LinkedIn · to Dan Whitaker

Hi Dan, saw Brandt won the $1.5M Navy contract for valves. We recently closed a $2M line against receivables and inventory for a defense parts maker in Ohio, so it could fund production ahead of the first invoice. Happy to compare notes if cash timing on this contract is on your list.
Their activityYour relevant experience

06Reach out and follow up

We run coordinated LinkedIn and email outreach from your accounts.

Dan Whitaker · Brandt Flow ComponentsAssigned to your Manager A
  1. LinkedIn message
  2. Follow-up
  3. Email
  4. Reply received

Remaining follow-ups stopped

Company assignment

brandtflowcomponents.exampleManager A
Another manager’s new outreachblocked for this company

Sent from your accounts. Managed by Buildwise.

07You handle interested replies

Your team takes over with the reply and the research behind it.

Reply from Dan Whitaker

“It is. Send me what you’d need from us and a couple of times next week.”INTERESTED
Contact
Dan Whitaker · President
Company
Brandt Flow Components
Activity
$1.5M Navy contract for valves · Pennsylvania
Next step
Request financials and discuss financing for the contract.

With Outreach + sales operations Contact, activity, reply and assigned manager synced to your CRM.

Example: outreach for a municipal lease lender

01We find relevant projects

We identify relevant activity in your target market.

INVITATION TO BID · LEASE-PURCHASE FINANCING

Lease-purchase financing for calendar year 2026

Issuer: Silver Pine County, Colorado

Wheel loader, plow truck, dump truck

Five annual payments · closed

Why selected

It invites lenders to bid every year; the window is three weeks, and the next one is expected in about a month.

02Identify the public entity

We confirm which public entity is behind the activity.

Silver Pine County Finance Department

↓ County website and BidNet Direct

Silver Pine CountyEntity selected
2025 invitationposted 1 July, open three weeks

03Match against your criteria

We check the public entity and activity against your target client criteria.

Your target criteriaResearch findings

State and local governmentsColorado county ✓
Equipment by lease-purchaseLoader and two trucks ✓
Essential-use equipmentRoad and snow equipment ✓
Winning lender in 2026unconfirmed

04Find the right people

We identify the person whose responsibilities fit your offer.

Megan Ortiz Finance Director · Silver Pine County

Issues the county’s financing invitations

Current employer ✓Function and seniority ✓Active LinkedIn ✓Email validity checked

Email validity
Valid
Catch-all
No
Deliverability indicators
Checked
Selected

Ray Dalton Road and Bridge Director

Excluded: Chooses the equipment, not the financing

05Write relevant messages

We connect their activity with your specific experience in a message you approve.

From your LinkedIn · to Megan Ortiz

Hi Megan, saw Silver Pine County’s 2026 invitation to bid on lease-purchase financing for a loader and two trucks. We recently financed four snowplow trucks for a Colorado town on a tax-exempt lease-purchase over five annual payments. The window was three weeks last year. Could you make sure we see the 2027 one?
Their activityYour relevant experience

06Reach out and follow up

We run coordinated LinkedIn and email outreach from your accounts.

Megan Ortiz · Silver Pine CountyAssigned to your Manager A
  1. LinkedIn message
  2. Follow-up
  3. Email
  4. Reply received

Remaining follow-ups stopped

Entity assignment

silverpinecounty.exampleManager A
Another manager’s new outreachblocked for this company

Sent from your accounts. Managed by Buildwise.

07You handle interested replies

Your team takes over with the reply and the research behind it.

Reply from Megan Ortiz

“Good timing. The 2027 invitation goes out next month, on our website and BidNet. Send your details this week and I’ll make sure you get it.”INTERESTED
Contact
Megan Ortiz · Finance Director
Entity
Silver Pine County
Activity
2026 invitation to bid on lease-purchase financing · Silver Pine County, CO
Next step
Send lender details this week and register on the county’s bid portal before the 2027 invitation opens next month.

With Outreach + sales operations Contact, activity, reply and assigned manager synced to your CRM.

You approve the messaging and a sample of companies and contacts before launch. Explore our services

Read more for your business.

Let’s plan your outreach.

Get a written outreach plan, or register and we’ll be in touch.

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