1435 Capital
Follows up with every LP and founder the same day — relationship management at scale.
"Investor relations is just relationship management at scale."Read the story →
For financial advisors
Turn every seminar into a tracked pipeline.
Capture at seminars, client events, and association meetings. Enrich each contact, sync to Redtail or Salesforce, and send a same-day follow-up with your calendar link attached.
The pain
Why this role loses leads.
Referrals come in fits and starts. Real conversations happen at seminars and chamber events — and most of them never get logged. The first meeting is two weeks out, by which time the warmth is gone.
How mTap fits
Capture → enrich → CRM → follow-up.
Capture every attendee — paper, badge, or tap — enrich at 90% accuracy, route to Redtail or Salesforce, and send a drafted same-day follow-up with your booking link. Compliance-friendly, no spreadsheets.
mTap enriches every captured contact to a full record at 90% accuracy and syncs to six major CRMs.
Proof from the field.
- 1435 Capital
- NJBIA
- Prager Metis CPAs
NJBIA financial members
3× qualified contacts · 100% same-day follow-up (vs ~30%) · first meeting cut from 2 weeks to 4 days
Financial advisors inside NJBIA capture every seminar attendee, enrich, and meet faster.
Read the story →FAQ
Questions financial advisors ask.
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Related: CRM integrations · Follow-up · 1435 Capital · NJBIA case study · The Hub