Capital Book is the CRM for the people raising institutional and private wealth capital. Keep every allocator in one place, track where each relationship stands, and run the whole pipeline with your team.
Spreadsheets lose the thread the moment two people touch them. Capital Book gives your desk one shared book of capital, a private pipeline for each person, and a record of every call, email, and meeting along the way.
Search, filter, and sort 2,444 allocators by segment, geography, AUM tier, and reachability. Open any contact to see the full profile.
Move each allocator through New, Contacted, Replied, Meeting, and Passed. Set follow-up dates and the opportunity you are tracking.
Assign owners, log activity everyone can see, and follow a live feed of what the desk is doing across the whole book.
Twenty-seven fields per allocator: segment, AUM, net worth, firm type, location, client types, lead score, and more. Filter on any of them.
Your outreach state is yours. Each person tracks status, next step, and opportunity independently, synced across every device they sign in on.
Log calls, emails, meetings, and notes on any contact. The full history is visible to the team so nothing gets dropped between people.
A single stream of the latest notes, calls, and meetings across every allocator. Click any entry to jump straight to the contact.
Attach dated tasks to a contact or keep them standalone. Open, overdue, and done counts surface what needs attention now.
Label allocators however you work, then save a filter combination as a view. Keep it private or share it with the desk.
Write email templates with merge fields like first name, firm, and segment, then render a personalized draft for any contact in one click.
Select many allocators at once to set pipeline status, tag or untag, create follow-ups, or assign an owner across the whole selection.
Assign each relationship to a teammate, and govern access with admin, editor, and viewer roles. Everyone sees the book; only the right people change it.
Capital Book ships seeded with a structured set of wealth and institutional contacts spanning 18 segments and 43 countries, so the desk starts with a populated pipeline instead of an empty table.
A separate static frontend talks to a standalone Express API backed by MySQL. Nothing is locked to a vendor, and the whole stack runs on your own infrastructure.
Start with the seeded allocators or import your own contacts from CSV.
Mark where each relationship stands and the opportunity you are tracking.
Send merged emails, record calls and meetings, and assign owners across the desk.
Watch the dashboard, the team feed, and task counts to see what moves next.
In your own MySQL database. The package includes the schema migration and a seed script that loads all 2,444 allocators.
Yes. Import any CSV from the app, with tolerant header matching, and export filtered sets whenever you need them.
Sign-in uses hashed passwords and signed tokens. Admin, editor, and viewer roles decide who can change the book and who can only read it.
The allocator book is shared by the whole team. Each person's pipeline status and tasks are private to them, while activity and ownership are visible to everyone.
Most are. A portion of advisor emails are constructed and flagged as unverified in the data, so you can confirm or overwrite them before sending.
Yes. They are fully detached: serve the static frontend anywhere and point it at the Express API wherever it runs.
The app comes seeded and ready. Sign in with one of the starter accounts and move your first allocator down the pipeline.