LEDGER
LEDGER
/
Oak Street Capital
Raises
Pipeline
Target
$10M
—
Committed
—
Gap to Target
—
In Pipeline
—
Meetings Set
—
Hot Leads
0%
⬡
Pipeline
◎
Thesis Match
⋮⋮
AI Segment
▤
Database
◷
Replies
↗
Outreach
◈
Deal Room
↑ Import
+ Add Investor
⚙
Thesis
Match Engine
AI-powered investor alignment
Deal Name
Thesis Tags
Target Check Size
⚡
Run Thesis Match
Match Results
Top Aligned Investors
◉
Run AI Segmentation
⌕
Investor
Check Size
Thesis Focus
Fit Score
Stage
Last Touch
All
Interested
Info
Not Now
Hard No
◷
Select a conversation
⚡ AI Draft
Send →
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Emails Sent
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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 →
Publishing
1
Packaging deal configuration
2
Encrypting document links
3
Generating access controls
4
Building investor portal
5
Room is live
Your Deal Room is Live
Copy
Open Room →
Done
Sequence
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×
Pre-Meeting Brief
AI-generated · Ledger Intelligence
×
Generating brief...
Settings
Connections & sequence configuration
×
Email Connection
Gmail
Not connected
Connect
Outlook / Microsoft 365
Not connected
Connect
Sender Identity
Loading...
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Edit
AI Features
Reply Classification
Active — GPT-4o-mini
Enabled
Pre-Meeting Brief
Active — generates on demand
Enabled
Next Best Action
Active — rule-based engine
Enabled
Add Investor
New contact is scored and segmented immediately
×
Full Name *
Email *
Firm / Fund
Check Size
Investor Type
Select type
Family Office
RIA
HNWI
Institutional
Fund of Funds
Developer / Operator
Geography
Select region
National
Northeast
Southeast
Midwest
Sunbelt
West
Pacific Northwest
Focus Areas
— select all that apply
Notes
Cancel
Add & Segment →
Import Investors
CSV import — bad emails and duplicates flagged automatically
×
Upload CSV
Paste CSV
Download Template ↓
↑
Drop a CSV file here, or click to browse
name, email, firm, check, geography, focus · up to 5,000 rows
Expected columns:
name
·
email
· firm · check · geo · focus — column order is auto-detected
Name
Email
Firm
Check
Focus
Issue
Cancel
Import Valid Rows & Segment →
×
Fit Score
/ 100
Contact Info
Email
Firm
Check Size
Geography
Touches
Focus Areas
Pipeline Stage
Send Message
Email
Note