Why Capital Catalyst

We build AI applications for your business. And we operate them.

Most white collar work revolves around someone operating software. We build for specific business needs and run it, so your people can spend more time doing their jobs.

The point is to ENHANCE human productivity, not replace people.

For lending, investment and recruitment teams.

Request a short call → No obligation · we reply to set up a time
Growth and team activity

What changed in the businesses I worked with.

The first three results come from the same private real-estate lender; recruitment is a separate client engagement. Measurement periods differ. Company growth reflects a team effort; these results do not isolate the effect of AI or any one system.

Company growth

The business: A private real-estate lender providing loans to property developers and investors. I worked inside the company, leading sales operations and marketing.

Loan volume went from $40M when I joined to $120M a year later—a 200% increase. This was a company and team outcome, not a result I claim on my own.

See the comparison and its basis

Figures supplied by the founder. Source and context →

Company and team outcome during Bill’s operating role. Figures supplied by the founder; his contribution was part of the broader effort.

More activity from the team

The team: Salespeople at the same lender, speaking with developers and borrowers about financing their property projects.

Recorded calls to developer and borrower contacts increased from 17,495 to 26,805 across matched December–March periods. These are call activities, not unique people reached.

See the productivity detail

The source also reports 203.4 → 326.9 calls per salesperson per month (+60.7%). Its staffing denominator is not documented, so that rate has not been independently reproduced. Up to six recent call-date fields per contact were retained; older activity may be missing. Source and method →

Matched Dec–Mar periods. Calls count activities, not unique people reached. The chart’s per-salesperson rate is reported; its staffing denominator is undocumented and the rate has not been independently reproduced.

A larger contact base

The business: The same private real-estate lender. Its CRM is the contact database behind the sales team’s research, calls and follow-up.

The CRM recorded 10,618 truly new contacts, compared with 8,859 in the matched prior-year period. That is 1,759 more, or 19.86% growth.

See the dates and matching rule

Dec 1, 2024–Jun 18, 2025 versus Dec 1, 2025–Jun 18, 2026. A new contact has no normalized phone or email shared with an earlier CRM row under the chronological matching rule. This measures overall CRM inflow, not additions attributed solely to our system. Source and method →

More meetings for a recruitment client

The business: An executive-search firm that helps employers find and hire senior leaders. This was a separate client engagement.

Recorded meetings increased from 3 in December 2022 to 39 in October 2024—a 1,200% increase. This compares the first and latest recorded months, not matched years. It counts meetings, not hires or revenue.

See the monthly meeting activity

Source and context →

Recorded monthly activity, Dec 2022–Oct 2024. The 3 → 39 comparison uses the first and latest recorded months; it is not year over year.
What we build

Who to call first, every morning.

Your contact list, prioritized from your own data. Higher-priority contacts rise to the top and colder ones sink, so the rep can start at the top.

Most of the work happens before the list exists. Almost every investment property is held inside an LLC, so what lands on a rep’s screen is a company name, and somebody has to find the person behind it and a phone line that actually rings.

Today’s call list illustrative sample
01
Repeat borrower, two deals
Fix & flip · answered Tue
92
priority
02
Opened your last two emails
Bridge · no reply yet
88
priority
03
Permit pulled, no certificate of occupancy
Ground-up · financing window
74
priority
17
Cold contact · no history
Bottom tier · skip for now
31
priority
Illustrative only. The ranking runs on your own book, and the rep still makes the call.
CRM prioritization

Different groups. Different answer rates.

The existing “Call immediately” and “Re-engage” groups show why the detail in a contact database matters.

Observed rates within existing groups. Group sizes are unavailable; the comparison does not establish that priority labels caused the difference.
Another specific use case

VoiceBot, built around my own writing.

I built VoiceBot using my own posts and comments. I paste in a message and it drafts a reply in my voice. I can edit it, copy it and send it myself.

It does a specific job. I still decide what gets sent.

Who it’s for

People who have a business to run.

Private lenders & private credit

Find the people behind company names, organize borrower and investor research, and give salespeople a useful place to start.

Real estate brokers & investors

Research owners and capital partners. Keep contact details, opportunities and follow-up in one working process.

Funds, PE, VC & OCIOs

Organize investor and company research, fund information and follow-up. One client was an outsourced chief investment office (OCIO): a firm that manages investments on behalf of its clients. We built prospect lists from SEC filings by firm size, custodian and fit.

Executive recruitment

Research candidates and hiring decision-makers, prepare shortlists and keep outreach moving. See the meeting result →

How it works

A short call, a Leak Audit, a build, then we run it.

01
A short call

Show us how your team works, where time goes and what gets in the way. A short call, with no obligation.

02
The Leak Audit

We identify where leads and follow-through get lost, using your own data. The audit is paid; its fee is credited to the build if you go ahead.

03
The build

A short, paid build runs on your own contacts before you commit to anything monthly. The audit determines the job: a ranked call list, contact cleanup or an outbound sequence.

04
We run it

We operate and maintain the system, with documentation a non-engineer can follow. Ownership and usage rights are agreed up front. Pricing is a known cost per outcome, with no hourly billing.

Leak Audit: $3k–6k fixed, 10 days, on your own data. The fee is credited to the build. Funds can start with an LP-call package instead.

The systems behind the work

What was built and operated.

The top-line results give you the context. These are the specific jobs the systems did.

Fill the gaps

Phone numbers for
3,505 more leads.

These leads had no phone number in the original list. Our system found one.

Both counts use the same 4,622 leads.

See how we counted
Same leads, four groups
Phone in both350
Original records only22
Our system only3,505
Neither745

Original total: 372. System total: 3,855. Shared numbers may have been passed through. This counts numbers found, not whether each number is correct.

Source and method ↗
Two 3D bars on a common scale of 4,622 leads. Original records have a phone for 372 leads; our system delivers a phone for 3,855 leads, including 350 leads in both groups.
Original records8.0%372 leads
Our system83.4%3,855 leads
Same 4,622 leads. This counts numbers found, not whether they worked. Our total includes numbers from the original list.
Contact data quality

Fewer dead ends.

A smaller share of new developer and borrower contacts had a wrong or disconnected number.

15.8% → 9.8% across matched Nov–Apr periods. Separate from the phone-coverage comparison above.
Make outreach work

About 1,400 emails
per sending day.

Our system sent emails for 21 reps. The email provider marked 92.63% as delivered.

What we inherited

The old campaigns delivered about 25% or less when sending 100+ emails, based on Bill’s experience running them.

What “delivered” means

68,851 logged sends over 48 active sending days, April 15–July 21, 2026: an average of 1,434 per active day.

The 92.63% rate comes from a separate provider report on 42,438 requests in April–June. It measures server acceptance. The firsthand legacy estimate is a different measure, so it is not plotted as a directly comparable baseline.

Source and method ↗
A 3D percentage bar showing 92.63 percent provider delivery and 7.37 percent not recorded as delivered.
Provider delivery92.63%
Measured requests42,438
April–June 2026. “Delivered” means the receiving server accepted the email. It does not prove it reached the inbox.
Put old contacts back to work

71,762 contacts
given to current reps.

We gave former employees’ contacts to current salespeople. We also prepared one shared list for emails, daily call lists and exports.

About 370,000 records in one maintained contact database.

What this counts

The reassignment fields identify 71,762 contacts moved from 30 former owners to 19 recipients. In the retained August 2025–April 7, 2026 call history, 3,588 of that group were called and 1,322 had an answered call.

Reassignment dates are unavailable; the call records do not prove activity happened after reassignment. Reassignment is not the same as reaching every contact.

A documented call-list run distributed 9,003 contacts across 12 reps. Separately, 76,193 known-bad email addresses were permanently excluded. These counts overlap and are not added together.

Source and method ↗
One shared contact database~370,000CRM records
Email planningRanked call listsExports
One contact database feeds several tools. The diagram shows how they connect.
Prospect delivery

18,861 contacts new at delivery.

Of 26,371 delivered contacts, 18,861 were new to the database when delivered. That is 71.52%, or 72% rounded, including the permit list.

This is the founder’s corrected delivery total. The arithmetic was checked; the corrected canonical person ledger and exact delivery dates were not recovered. It is a separate population from the measured CRM-growth result.

Source and method →
A 3D bar on one scale: 26,371 delivered contacts, including 18,861 new at delivery and 7,510 other delivered contacts.
New at delivery18,86171.52% of delivered contacts
Other delivered contacts7,510Not classified as verified CRM overlap
26,371 delivered contacts, including permit leads. Founder-corrected totals; arithmetic checked. The remaining contacts are not a verified “already in CRM” group.
Prospect research · private real-estate lender

Target-contact growth and selected markets.

The original target-contact analysis covers developers and borrowers over matched November–July periods. It includes a projected tail and uses a different population and dates from the measured +20% CRM result above.

Projected target-contact growth

Developers and borrowers only: Nov 1, 2024–Jul 31, 2025 versus Nov 1, 2025–Jul 31, 2026. June 19–July 31 of the current period is projected from the measured Apr–Jun pace: 9,592 → approximately 13,311 (+38.8%). The seasonal slowdown scenario is +32.5%. These are target contacts, not customers or loans; this is separate from the measured all-CRM comparison above.

Projected growth in selected markets

Selected states in the same projected November–July target-contact comparison. June 19–July 31 is estimated. Florida declined from 4,332 to approximately 3,526 (−19%); Washington from 113 to approximately 46 (−59%). These figures describe contacts, not funded loans or market share.

Social prospect research

A separate research system delivered 582 developer leads from 56,568 posts. These were outbound research results, not leads attributed to the Instagram posts. Source and method →

Counts come from separate populations and periods and are not added together. Read the evidence notes →

Services and prices

What you can hire us to do.

Agree on the scope, price and ownership up front.

For your own process

Custom automation

We build around a specific job in your business and agree how it will be operated. We can join your team part-time or take on a fixed build.

Part-time from $8k/mo for 1–2 days a week, with a 3-month minimum. Fixed builds start at $15k. Code ownership depends on the project and agreement.

An ongoing sales workflow

Revival Desk

A ranked call list every day, with a reason next to each name. We also watch email deliverability and report results monthly. Anyone who opts out is excluded from further email.

From $7.5k, then from $1.5k/mo.

For funds

Investor Desk

Build a DDQ answer library so fund information is organized and available when it is needed. Libraries start at $5k.

LP-call packages, quarterly updates and data videos are available under investor communications and video.

We normally start with the Leak Audit. Its fee is credited to the build. Request a short call →

Who’s behind it

Meet the founder.

Bill Baumgarth, founder of Capital Catalyst, in a grey blazer at a daytime reception
Founder

Bill Baumgarth

Bill founded Capital Catalyst. He worked in investor relations at a growth-equity fund managing $1 billion—a fund that invests in growing businesses. Investor meetings grew from approximately 5 to 85 per conference. He later became Head Operator at a private real-estate lender financing property developers and investors, leading sales operations and marketing.

He built 22+ individual systems in 12 months, alongside that full-time role. His email system served 21 salespeople. His work spans software, research, outreach and video.

Master’s degree, London School of Economics.
Economics degree with honors, Fordham University.

Investor-relations experience

More investor meetings per conference.

During the Sep 2022–Sep 2023 investor-relations role. Approximate CV-reported baseline; a per-conference comparison.
How I think about AI

Using AI and building with it are different things.

I think AI will be widely adopted by the public, specifically through software applications. Think of road navigators, Apple Intelligence, meeting schedulers, companions.

But I don’t think that means we’re going to see everyone become a builder. People look at something impressive made with the HELP of AI, assume it’s easy, fumble around Claude Code and give up.

That’s why the Capital Catalyst business model focuses on creating specific use cases for businesses and operating them. You have people who know their jobs. We build around what they actually need.

Video and investor communications

Make the work easier to explain.

Investor-call packages, number-checked quarterly updates, data videos and event coverage. A separate service for when you need to communicate the work.

LP calls, updates and data videos

One LP-call package, turned around in 72 hours, from $1k. Funds can start here without the Leak Audit. Data videos start at $4k. Quarterly updates are scoped separately.

Nick Belotti, video partner, on set with a camera in hand
Video partner

Nick Belotti (Flyguynick)

A platinum-certified music video director with 50 music videos in his own YouTube playlist and IMDb credits for NBA YoungBoy and DaBaby. He now films corporate events with us under a partnership: annual general meetings (AGMs), investor days, conferences and launches. He shoots on site, and we edit and add charts built from your real numbers. Then we turn the day into a library of the full sessions, split by topic, plus a highlight reel and short clips.

See Nick Belotti’s IMDb credits (opens in a new tab) · See his 50-video playlist (opens in a new tab)

Questions

Before we start.

Do we own the code?

It depends on the project and our agreement. We’ll agree on code ownership and usage rights before work starts.

How do we start?

A short, no-obligation call. Then a paid Leak Audit on your own data, with the fee credited to the build. Funds can begin with an LP-call package. See the process and audit price →

Where does the proof come from?

Separate client engagements and employed roles. Each comparison states its population and period. Company growth is a team outcome; the figures do not establish that AI or one system caused it. Read the evidence notes →

Request a call

Show us what is taking up your team’s time.

A short call. No obligation. Tell us what your team does today and where the work gets stuck.

(914) 510-7910
contact@capitalcatalystco.com


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