Are Your Workflows Helping or Hindering Your Capital Raise?

Hear mAgma chat about the big impact good workflows have and why the ability to customize layouts and workflows can make or break a capital raise.

Video Transcript

Dave Muth: So being able to have a platform that we can quickly and in a customized fashion, map all of those workflow components through, and then be able to make it as simple as possible there's components of it that there's just a lot that has to be processed. And there's a lot that has to be provided. And you're not, not being able to get outside of that, putting it in a workflow that's as simple to get through as possible. We feel like we've struck a great balance and having a platform that enables that sort of custom layout and that custom workflow development has really been enabling for us in, in getting this out into the marketplace early.

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If you think about an elegant solution of keeping resources organized, being more efficient, and a manager that may not have the time or the team to manage 50 investors, you have to herd these cats, so to speak, into one area and get the deal done. I think WealthBlock is that solution.

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