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Who It's For
Industries: Real Estate & Finance (U.S.)
Beta Priority: Commercial Real Estate (CRE) Brokerages · Mortgage Brokerages & Lenders
Firm Size: 1-100 employees, $1.5M - $50M+ revenue
Primary Reader: Founder/CEO (you)
Tech Stack (required): Google or Microsoft 365, CRM (HubSpot, Salesforce, Pipedrive, or Sheets/Notion), Calendly, DocuSign, Make/Zapier
Day-to-day partner: Operations/COO or Sales Lead