JF 4065: Systems, Tools and the Future of Fund Management ft. Richard McGirr

On this week’s episode of the Best Ever CRE Show, Richard McGirr goes solo to pull back the curtain on the powerful tech stack that drives his capital-raising firm. Drawing on his background in digital transformation for Fortune 100 companies, Richard breaks down how his team uses Salesforce as the operating system of their business, ActiveCampaign for marketing automation, and Zapier to tie it all together. He shares how dashboards, automations, and AI tools like Claude streamline everything from investor follow-ups to fund management—and how Notion keeps their content and client portals organized. This is a deep dive into how technology and thoughtful process design can scale any investment business.

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Podcast production done by ⁠Outlier Audio⁠

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