JF 4065: Systems, Tools and the Future of Fund Management ft. Richard McGirr
Description
On this week’s episode of Unlimited Capital, 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.
Get 50% Off Monarch Money, the all-in-one financial tool at www.monarchmoney.com with code BESTEVER
Join the Best Ever Community
The Best Ever Community is live and growing - and we want serious commercial real estate investors like you inside. It’s free to join, but you must apply and meet the criteria.
Connect with top operators, LPs, GPs, and more, get real insights, and be part of a curated network built to help you grow.
Apply now at www.bestevercommunity.com
Podcast production done by Outlier Audio
Learn more about your ad choices. Visit megaphone.fm/adchoices
United States
