CalTier Realty Fund: Tailoring Your Platform To Meet Investor Expectations

Matt Belcher adds color to the role technology plays in achieving the best user experience with minimal friction en route to successfully funding deals.

Video Transcript

Matt Belcher: We've seen a massive uptake, Seth, in user account registration, and we do not try and make people finish their investor journey in the first go, and I'm resolute about that. I, I don't want that, it's the old sales thing, right? You can have seven touches with someone. I don't know if that's true anymore, but I do know it's true that you've got to give people the information and let them read it for themselves and watch videos and explore. If that then generates a question, great. We'll handle that question. But the platform we're on now and what we provide people allows them to go into their account, on their phone, on the computer, iPad, whatever, and go do their own research, and then in their sweet time, they invest. I mean, I think our, we looked. It's speeding up, but you know, we . . . it's still kind of, it still takes a few weeks of communication with people, but that's part of what we like about the WealthBlock platform is it gives us that ability to yeah. We can use an external email communication tool, right? But we can use your engagement features to really tailor that message to people so for those that never seen it, there's one thing where if they're reviewing the offering docs, I can see who's been reviewing the offering docs and for how long so I can have a targeted email that goes out and says, "Hi Seth, I see you've been reviewing for a significant period of time you've been reviewing the offering circular. Is there detailed questions that I can get answered for you?" And nine times out of ten the answer is, "Oh thank you. Yes, right, I do want to ask a question about that." They don't they like that. They like the fact that we're tailoring the messages to them so, I tell you what, we have seen a huge upswing is,is user account registrations, time on the platform, which we all know in any industry, time eyeball time means probably success time, right? And uh activity. The ability for them to prod around in the back-end in their account and learn at their own speed and and those things, those sticky things, are critical for us to make people feel comfortable to then finally invest into what we're doing.

AN OFFERING STATEMENT REGARDING THIS OFFERING HAS BEEN FILED WITH THE SEC. THE SEC HAS QUALIFIED THAT OFFERING STATEMENT, WHICH ONLY MEANS THAT THE COMPANY MAY MAKE SALES OF THE SECURITIES DESCRIBED BY THE OFFERING STATEMENT. IT DOES NOT MEAN THAT THE SEC HAS APPROVED, PASSED UPON THE MERITS OR PASSED UPON THE ACCURACY OR COMPLETENESS OF THE INFORMATION IN THE OFFERING STATEMENT. YOU MAY OBTAIN A COPY OF THE OFFERING CIRCULAR THAT IS PART OF THAT OFFERING STATEMENT FROM: https://www.sec.gov/Archives/edgar/data/1771232/000110465920128011/tm2036596d1_253g2.htm

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We recently partnered with Wealthblock to develop and launch a client portal tailored to our specific needs. Our primary goal was to provide our clients with a seamless way to view their investments and access a secure document center. Wealthblock surpassed our expectations by crafting a portal experience that was perfectly tailored to our preferences, with customized functionalities unique to our business. One of the standout features they helped us implement was the ability to calculate a combined, multi-fund, IRR (internal rate of return), which was a significant project for us. Additionally, we have greatly benefited from the clean Know-Your-Client (KYC) form integrated into the new portal.Deji and his team have been exceptional in their responsiveness, always quick to address any questions we had. They dedicated a great deal of time to ensure we received exactly what we needed. We are very pleased with the results and recommend Wealthblock for their expertise and outstanding service.

Perry Schultz

Partner Operations, Ewing Morris

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