LEDGER / Oak Street Capital

Target $10M

Score Check Size Last Touch

Investor

Stage

Score

Check

Touch

Next Action

Deal
Match Engine

Find investors for a specific raise

Deal Name

Thesis Tags

Target Check Size

⚡ Run Thesis Match

Match Results

→ Add All to Outreach + Add All to Pipeline ← Back to Scan

Matched Investors

Database Prioritization

Scores every investor in your database and sorts them into action cohorts — who to sequence now, who to nurture, and who to archive. Run this periodically, not per-deal.

◉ Run Prioritization

⌕

Investor	Check Size	Thesis Focus	Fit Score	Stage	Last Touch

All Interested Info Not Now Hard No

◷

Select a conversation

⚡ AI Draft Send →

— Emails Sent

— Open Rate

— Click Rate

— Replies

Active Sequences + New Sequence

Ledger · Deal Room Setup

Live Copy Open →

← Pipeline

01  Overview

02  Terms

03  Highlights

04  Documents

05  Access

06  Review

01

Overview

What's the deal?

Name the deal, identify the sponsor, asset class, and primary market.

Deal Name

Sponsor / Fund

Tagline

Asset Type Select type Multifamily Value-Add Multifamily Ground-Up Development Industrial / NNN Mixed-Use Office Retail / NNN Workforce Housing

Primary Market

Executive Summary

Raise Target

Min Check Size

Target Close

Projected IRR

Equity Multiple

Preferred Return

Hold Period

Distributions Select frequency Monthly Quarterly Annually At Disposition

Up to five investment highlights — each one displayed prominently in the LP room.

+ Add Investment Highlight

Investment Deck

PPM / Offering Memo

Financial Proforma

Subscription Agreement

Property Photos / Video

Open

Anyone with the link can view. Best for early outreach.

Request Access

LP fills a form — auto-advances them in your pipeline.

Password

Require a code. Best for qualified investors only.

CTA Button Label

Reply-to Email

Access Password (password mode only)

Publish Deal Room →

← Back Next →

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