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CapriCM

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Capri Capital Management
Open Deal Globe โ†’
Interactive

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๐Ÿ›ก๏ธ
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file.pdf
2.5 MB

Caller Command Center

Manage caller lead assignments and track outreach performance.

๐Ÿ‘ฅ Caller Overview

Thomas

Thomas

-- Assigned
-- Tasks Today
-- Needs More
N

Nicholas

-- Assigned
-- Tasks Today
-- Needs More
E

Esther

-- Assigned
-- Tasks Today
-- Needs More

๐Ÿ“ฅ Ready to Call Pool

-- leads available

Leads in Teamwave "Ready to Call" stage waiting to be assigned.

๐Ÿ“… Date Range

๐Ÿ“ˆ Performance Summary

๐Ÿ“ž -- Total Calls
โœ… -- Tasks Completed
๐Ÿ†• -- New Numbers Hit
โฑ๏ธ -- Total Hours

๐Ÿ‘ค Individual Performance

Caller New Leads Called Tasks Completed New Numbers Hit Hours Worked Calls/Hour
Select date range and click "Load Data"

๐Ÿ“ง Weekly Reports

Automatic weekly reports will be sent to:

๐Ÿ“ง Theresa ๐Ÿ“ง Angelo
๐Ÿ“… Every Monday at 9:00 AM

๐Ÿ“ฅ Export Data

🔔
Inbox
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Streak Transfer

Transfer and process "Streak Ready (IOS)" leads, then upload to Streak CRM.

Progress
Prepare
Transfer
Process
Streak
Finish
Ready to start
1

Prepare & Preview

Prepare tags for export, then preview lead count and state distribution.

2

Transfer & Process

Transfer leads to Export Sheet, then merge and process.

3

Upload to Streak

Upload processed leads directly to Streak CRM (ALL PROSPECTS pipeline).

4

Finish Upload

Log upload, update tags in Master Sheet, clear Export sheet.

Skip Tracing

Stats, maps, and property review tools.

Stats
Property Review

Tenant Finder

Find business tenants at lead addresses using Google Places API.

Stefan & Shib Property Queue

Review unassigned properties with satellite view

0 / 0
Click "Load Properties" to start reviewing

Upload History

Track all lead uploads.

OSI Crosschecker

Paste OSI addresses to check which ones are already in LEADS. Uses geocoding to match even when address formats differ.

One address per line.

3D Command Center

Real-time visualization of ALL TIME leads across the United States

Comp Finder

10 mi
โ–ถ Optional: Add property specs for smart matching
๐Ÿ’ก Enter specs to rank comps: Best (within 20%), Middle (within 50%), Least (>50% different)
Searching for comparable properties...

๐Ÿ“ Subject Property

๐Ÿข Lease Comps 0
๐Ÿ’ฐ Sale Comps 0
Dist Match Address Date Tenant LCD Type Acres Bldg SF FAR Exc IOS NNN Rent $/SF/Mo 1st Yr PBSF $/Ac/Mo Snippet Assumed $/SF/Mo Rent to Bldg Rent to Excess ($/Ac/Mo) ๐Ÿ’พ
๐Ÿ“Š Comp Analysis Report

๐Ÿ—บ๏ธ Comp Map

Subject Lease Comp Sale Comp

Owner Chain

๐Ÿ” Parcel Lookup

๐Ÿ”— Pre-Upload Scan

Scan Export sheet against LEADS before importing to Streak.

ArcGIS Map Sync

Pull data from Streak pipelines and prepare for ArcGIS upload.

1

Select Pipelines

2

Select Columns for Export

No columns selected
3

Stages Ready for Export

4

Upload to ArcGIS

Admin Panel

Manage users and permissions.

🛡 Quota Guardian

Live UrlFetch budget โ€” 20,000 daily limit shared across all users.

Loading quota...

API Rate Limits

Monitor API usage and limits across all services.

Click "Refresh Stats" to load current API usage

๐Ÿงญ Market Focuses

Data Center Finder

Find qualifying land parcels for data center development.

Radius 25 mi
🔍 Site Scanner
Best at zoom 8โ€“10 โ€” covers a metro area. Zoom 7 = too wide, 11+ = too small. Hover any colored cell after scan to see full score breakdown.
Min Acreage 30 ac
30ac120250400500ac
Proximity
Owner Type
No checkboxes = show all ยท Check boxes to narrow down
🌎 National Scan
📊 Data Layers
⚡ POWER & GRID
Min kV: <230 230 345 500+
Scoring cutoff = 15mi. Beyond = 0 pts. Within, points scale proportionally (closer = more). Use the Proximity / Near substation filter above to visibility-filter to a tighter radius.
Grid score by state (queue + headroom). ≥10 8 6 4 <4
Color = voltage: 500kV+ 345 230 <230
40-60% of DC opex. ≤6¢ ≤8¢ ≤10¢ ≤12¢ >12¢
Ideal proximity zone. = 0.2mi ring around each sub
i
ISO regions + queue hotspots + MISO live projects. Shows where power hookups are congested. Critical Congested Busy
EIA locations. Nuc Gas Coal Sol Wind Hydro
🌎 LOCATION & MARKET
25mi rings around top 50 US cities. Low latency requires metro proximity.
State broadband. ≥80% 65% 50% 35% <35%
Loading competitor data...
Includes PeeringDB connectivity hubs (auto-loaded with competitors)
⚠️ RISK & ENVIRONMENT
Flood risk (zoom 9+). A V X D โ€” avoid A & V zones
Tornado + hurricane + seismic combined. Low Mild Med High Severe
Rivers/lakes (USGS). Required for cooling systems. ▬ Blue lines
Cooling demand. Cool Mild Warm Hot V.Hot Extreme
WRI Aqueduct. Low Med High V.High Critical
USGS elevation โ€” grades terrain flatness. <2% 2-5% 5-8% 8-12% >12%
NRCS soil data โ€” drainage class + depth. Well+Deep Moderate Poor/Shallow
💰 TAX & INCENTIVES
Federal OZ tracts (zoom 8+). +5 score for capital gains deferral. - - - Orange dashed = OZ boundary
State DC tax incentives. Green = significant property tax + sales tax savings. Source: State economic development agencies. Best Great Mod Min None
🗺 PARCEL DATA
Regrid nationwide parcels (zoom 15+). Click for owner, acreage, zoning from state GIS.
👥 Ownership
🏆 Top Parcels
🔗 Streak Leads
📖 Legend
⚙️ Tools
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Annotate
Data Hub
100%
0 selected
โ€”
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Ready
Activity Feed
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โšก Enformion Parser
Click a row in the table to select it
0 parsed this session
Recent Parses
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Call
00:00
Connecting...
Incoming Call
Audio Call

Schedule Meeting

Edit Recurring Meeting

Would you like to edit just this meeting or all future meetings in the series?

๐Ÿ’ฐ Compensation Tracker

Total Earnings
$0
Paid
$0
Unpaid
$0
Milestones
$0
TOTAL DEALS
0
MAIN
0
ADDITIONAL
0
BS
0
JV
0

๐Ÿ“ˆ Monthly Breakdown

Deal Date Type Status Seq# Base Milestone Total Firm Invoice Paid Actions

๐Ÿ“‹ Preview

Sequence #: -
Base Comp: $0
Milestone Bonus: $0
Total: $0

๐Ÿ“„ Generate Invoice

๐Ÿข Step 1: Select Invoicing Company

๐Ÿ“‹ Step 2: Invoice Details

1 USD = RSD

โœ… Step 3: Select Deals

Loading deals...
Manual Deal Entry
Selected: 0 deals
Total: $0.00

๐Ÿ“ง Send Invoices

Assign to:

Press 1 for Shibji, 2 for Stefan

Select reason:

๐Ÿ“Š Firma Dashboard

โž• Dodaj novu firmu

โœ๏ธ Izmeni podatke firme

โš™๏ธ Select Columns for Export

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