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Emerson North
Investor Infrastructure Report — March 2026

Oak Street
Capital

CRM Migration · AI Tagging · Deal Automation
5,809
Contacts Migrated
98.9%
Accredited Investors
5,529
Deal-Ready Matches
Prepared by Emerson North  ·  Confidential
Executive Summary 02
What Was Built

A complete investor intelligence
and deal execution platform

Phase 01
CRM Migration
5,809 HubSpot contacts migrated into GoHighLevel with full deduplication, custom field architecture, and 11 investor-specific data fields.
Phase 02
AI Investor Tagging
41-tag taxonomy applied across 6 classification dimensions. 2,669 companies enriched via web research to infer accreditation and check size.
Phase 03
Deal Automation
One-command deal matching engine, AI-personalized emails, 4 automated CRM workflows, and full deal delivery infrastructure via warmed Emerson North domain.
Contact Database 03
By The Numbers

The investor database,
fully migrated and structured

5,809
Total Contacts
Migrated from HubSpot
98.9%
Accredited Investors
5,745 confirmed
68.6%
$250k+ Check Size
3,984 contacts
5,529
Deal-Ready Matches
active deal raise
41
Classification Tags
Across 6 dimensions
2,669
Companies Enriched
Web research + AI
11
Custom CRM Fields
Investor-specific data
Contact Intelligence 04
Investment Preferences

Asset class
distribution

Contacts tagged across 7 commercial real estate asset classes. Majority favor income-producing residential and commercial assets.

Multifamily
57.1%
Commercial
51.8%
Industrial
27.1%
Mixed Use
24.7%
Land
7.5%
Self Storage
6.7%
Deal Structure

Structure
preference

61.7% of investors carry no structural preference — making Oak Street's deal flow broadly addressable to the full database.

Open / Flexible
61.7%
Equity
16.0%
Debt
9.7%
Preferred Equity
2.6%
Contact Intelligence 05
Capital Capacity
Check Size
$250k+
68.6%
$100k–250k
26.8%
Unknown
2.2%
95.4%
Above $100k minimum — qualified for the active deal
Investor Status
Engagement
Prospect
90.3%
Cold
9.2%
Active Investor
0.1%
Needs Profile
0.5%
Geography
Market Reach
National
94.4%
Southeast
0.9%
West Coast
0.9%
Northeast
0.3%
94.4% nationally flexible
No geographic constraint on deal sourcing
AI Infrastructure 06
Investor Intelligence Engine

AI-powered classification
at scale

Every contact analyzed by our proprietary classification engine against a 41-tag taxonomy. No manual data entry. Enriched with institutional company research to infer accreditation and capital capacity where rep notes were absent.

41 tags across 6 classification dimensions
2,669 company websites researched for institutional signals
98.9% accreditation identification rate
SEC-compliant — deal materials only to confirmed accredited investors
Tag taxonomy — all 6 dimensions
inv_multifamilyinv_commercialinv_industrialinv_mixed_useinv_landinv_self_storage struct_equitystruct_preferred_equitystruct_debtstruct_open check_25k_50kcheck_50k_100kcheck_100k_250kcheck_250k_plus geo_nationalgeo_southeastgeo_southwestgeo_northeastgeo_westgeo_midwest accreditednon_accreditedaccreditation_unknown active_investorprospectcoldneeds_profiling
Dynamic Deal Tags
deal_outreach_{deal} → deal_interested_{deal} → deal_committed_{deal}
Applied automatically at each stage of the deal funnel
Automation Architecture 07
GoHighLevel Automation

4 automated workflows,
zero manual follow-up

Trigger: Contact Added
01 — Welcome Series
Immediate welcome from Brian Hampton. Sets expectations, establishes relationship, prompts early reply with investment preferences.
Trigger: Deal Email Sent → No Reply
02 — Deal Follow-Up
Day 3: Soft bump with memo link. Day 8: Final touch — low pressure, explicit off-ramp. Two-touch sequence per deal.
Trigger: Tag needs_profiling
03 — Investor Profiling
60-second survey: deal type, check size, geography. Answers update CRM tags automatically. Routes contact back into scoring.
Trigger: Interest Signal Detected
04 — Hot Lead / Book Call
Immediate booking CTA. 20-minute call agenda: deal structure, return projections, subscription docs. Calendar integration.
All workflows use branded HTML email templates built to Oak Street Capital's identity · {{contact.first_name}} merge tags throughout · CRM-native delivery
Email Templates 08
Branded Communications

HTML email templates built to
Oak Street Capital's brand identity

Workflow 1 — Welcome
Workflow 4 — Hot Lead / Book a Call
Email Templates 09
Follow-Up & Re-Engagement

Every stage of the funnel
has a purpose-built email

Day 3 — Soft Follow-Up
Day 8 — Final Touch
Re-Engagement — Investor Profiling
Deal Matching Engine 09
Automated Deal Outreach

Brian texts, emails, or calls.
Investors get personalized outreach.

No commands to run. Brian triggers the full investor campaign the same way he works — from his phone after a meeting, walking to his car, or forwarding a deck between calls.

💬
Text the deal info
+1 470-260-5160 · "New industrial deal, Atlanta, $3M raise, 12% IRR, $100k min"
🎙️
Leave a voicemail
+1 470-260-5160 · Auto-transcribed, deal extracted, confirmed back via text
📎
Email a PDF deck
oakst@emersonnorth.com · Deck parsed automatically, fields extracted
5,529
Matched Investors
12pt
Max Match Score
1:1
AI Emails Per Investor
Scoring Algorithm
Investment Type Match
≥1 matching asset class tag
+3
Deal Structure Match
Matching structure or open preference
+2
Check Size Qualified
Above deal minimum investment
+2
Geography Aligned
National or matching region
+2
Active Investor Bonus
Prior investment history
+3
Deal Intake 11
What Brian Actually Sees

Send deal info. Get a confirmation.
Reply YES. Done.

Brian texts or emails — either works
New deal — Atlanta industrial park. $4M raise, $100k min, 13% IRR, 6 yr hold. Multifamily + industrial investors. Close May 2026.
📋 Deal extracted
Name: Atlanta Industrial Park
Type: Industrial
Raise: $4,000,000
Min: $100,000
IRR: 13%
Hold: 6 years
Reply YES to send to matched investors.
Reply ADJUST field: value to edit.
YES
What happens on YES
1
Deal file written
Structured deal record created automatically from the extracted fields
2
5,809 contacts scored
Every investor ranked against deal criteria across 6 dimensions in seconds
3
Unique email written per investor
AI references each investor's interests naturally — reads like Brian wrote it personally
4
Sent from Emerson North domain
All replies land in Brian's inbox. Follow-up sequence arms automatically.
Also works via voicemail, email, or forwarded PDF deck
All intake methods produce identical output — use whatever's easiest
Automation Workflows 13
4 Automated Workflows — Visual Map

Every trigger, every path,
always on — zero manual effort

Workflow 01
Welcome
Trigger
Contact Added
→
Immediate
Send Welcome Email
→
Brian Responds
CRM or Direct Email
Workflow 02
Deal Follow-Up
Trigger
Deal Sent, No Reply
→
Day 3
Soft Follow-Up
→
Day 8
Final Touch
→
If Reply
→ Workflow 04
Workflow 03
Profiling
Trigger
needs_profiling tag
→
60-Second Survey
Type · Size · Geography
→
Auto-Update
Tags Updated in CRM
Workflow 04
Hot Lead
Trigger
Interest Detected
→
Immediate
Book a Call Email
→
Calendar Booked
Brian Closes the Deal
Deal Flow 10
When a New Deal Comes In

From first meeting to investor inbox
in minutes

01
Intake
Brian Sends Deal Info
Text, voicemail, or PDF deck to oakst@emersonnorth.com — deal fields auto-extracted, Brian confirms via SMS
→
02
Match
Investor Scoring
5,809 contacts scored across 6 dimensions. Ranked by score. Filtered by accreditation + exclusions
→
03
Personalize
AI Writes Each Email
AI engine writes a unique 150–200 word email per investor referencing their interests naturally — not template language
→
04
Send
CRM Delivery + Tag
Email sent from Emerson North domain. Tag applied. Follow-up sequence arms automatically
→
05
Convert
Interest → Booking
Reply or click detected → Workflow 4 fires. Investor books a 20-min call. Brian closes from there
Delivery Infrastructure 11
Emerson North Domain Infrastructure

Delivered from a warmed domain.
Experienced as Brian's email.

Deliverability is the invisible variable that determines whether a campaign lives or dies. Emerson North's domain is fully warmed — it has sending history, reputation, and inbox placement that a new domain cannot replicate overnight.

Investors never see the sending infrastructure. The Reply-To header is set to the contact owner — so when an investor hits reply, it lands directly in Brian Hampton's inbox at bh@oakstcap.com.

Domain reputation built over time — higher inbox placement rates
DKIM, SPF, and DMARC authentication in place
Brian replies via CRM or direct email — investors see only Oak Street Capital
CAN-SPAM and SEC disclaimer compliance built into every send
Email routing architecture
Sending Domain
emersonnorth.com
Warmed · Authenticated · High reputation
↓
Investor Receives
Oak Street Capital Branded Email
Logo · Brian Hampton signature · Deal content
↓ reply
Reply-To Header
bh@oakstcap.com
Brian replies from CRM or bh@oakstcap.com — investor never sees sending infrastructure
Active Deal 12
Illustrative Example

When a deal goes live,
the right investors already know.

Oak Street's database is pre-tagged and ready to match. The moment a new deal is entered, the system identifies qualified investors and queues the announcement automatically.

Asset Type
Multifamily
Southeast Region
Raise / Minimum
$3M
$100k minimum
Returns / Hold
12–15% IRR
5-year hold · 8% pref
System matches investors by tag — deal type, check size, geography, structure
Announcement sent only to accredited investors matching the deal criteria
Deal Memo
Auto-Generated Per Deal

Every deal produces
a branded one-pager

The moment a deal is confirmed, a branded HTML memo is generated from the deal details — no design work, no copy-paste. The URL goes directly into every investor email as the CTA link.

→
Metrics bar: raise target, minimum, preferred return, IRR, hold period
→
Investment highlights pulled directly from deal briefing
→
Deal structure, distribution schedule, and investor details
→
Brian's calendar CTA baked in — one click to book a call
→
SEC disclaimer and compliance footer on every version
→
Printable — opens clean as a PDF for investors who prefer paper
Generated in under 1 second
Runs automatically after Brian confirms via text or email
Live memo — Example Deal ↗ click to expand
Oak Street Capital
Oak Street Capital
Confidential Deal Memo
Real Estate Syndication — Example Deal
National · March 2026
Private Placement Memorandum — Accredited Investors Only
Oak Street Capital — Example Deal
Illustrative real estate syndication. Actual deal terms and materials are provided at time of raise.
$5M
Total Raise
$250k
Min. Investment
8%
Preferred Return
12–15%
Projected IRR
5–7 yrs
Hold Period
Investment Highlights
→Diversified exposure across multifamily, industrial, and commercial assets
→Quarterly distributions from day one
→SEC-registered structure — full transparency and reporting
Ready to move forward?
Schedule a 20-minute call to review subscription documents.
Book a Call →
This communication is intended solely for accredited investors. Not an offer to sell or solicitation to buy any security. Investments involve risk. Past performance is not indicative of future results.  ·  Oak Street Capital | oakstcap.com
Value Delivered 16
What This Replaces

The difference between a
spreadsheet and a system

Before Emerson North
✕
4,000+ contacts in HubSpot with no investment preference data
✕
Staff emailing investors individually by hand — no targeting
✕
No automated follow-up — deals go cold when Brian is busy
✕
No accreditation tracking — compliance risk on every send
✕
Same template sent to everyone — low engagement, no personalization
✕
Hours of manual work per deal campaign
After Emerson North
✓
5,809 contacts — 41 tags each, 98.9% accreditation identified
✓
Brian texts one message — 5,500+ personalized emails go out automatically
✓
4-step automated follow-up sequence — Day 3, Day 8, profiling, hot lead booking
✓
SEC-compliant — accreditation verified before any deal material sends
✓
Every email unique — AI references each investor's actual interests
✓
Full campaign live in minutes — Brian stays focused on closing
Next Steps 12
Remaining To Deploy

Infrastructure is built.
Three actions unlock the full system.

01
Domain Verification
Confirm reply-to routing in Emerson North domain settings. Brian replies via CRM or his own inbox — investors see only Oak Street branding.
02
CRM Workflow Build
Full spec + HTML templates ready. Build 4 workflows in the CRM, add Brian's calendar link and profiling form URL.
03
First Deal Send
Confirm active deal details with Brian. Run --dry-run to preview 5,529 personalized emails. Approve and send.
Emerson North
Emerson North
Investor Infrastructure · March 2026
Prepared for
Oak Street Capital — Brian Hampton
Emerson North
Infrastructure built. Ready to scale.

The system is live.
Let's fill the raise.

Email
oakst@emersonnorth.com
Deal Intake
+1 470-260-5160
Website
emersonnorth.com
Prepared exclusively for Oak Street Capital — Brian Hampton  ·  Confidential  ·  March 2026