Hi Joseph, I’d also be interested in taking a look at your template if you’re open to sharing it. Thanks! (and thanks for the question, Gary. I was about to post asking the same!)

Gary, I have a strategy that may not be what your looking for but works very well for small solo rasisers like me. Its a Call, eMail, Follow-up, old-school mixed with new tech strategy. I can send you the full template if you'd like. $21mm in the RE and small biz funding sector over a 5 yr period... Like I said small. Let me know and Ill send it over. No Cost of course