What needs you today, from your GHL pipeline and calendars.
Counts and amounts come from your GHL pipeline. Commitments are entered by your team. Ascent is not a broker-dealer, finder or placement agent, gives no investment advice, handles no investor funds and does not verify accredited status; verification remains with the issuer. Compensation is a flat monthly fee.
Every investor call on your GHL calendars. Log the outcome after each call and the investor moves to the right stage automatically.
Held moves the investor to Appointment Held; No-show moves them to No-Show · Rebook so the setter desk can rebook. Offering terms are answered from your PPM only.
Commitments your team has recorded against the target, and the pace it takes to fill.
| Investor | Amount | Stage | Source | Recorded |
|---|
Totals are the sum of Committed and Funded opportunities in your GHL pipeline. Raised via Ascent excludes investors you added from other sources. The weeks-to-fill figure is arithmetic on your recent pace, not a forecast. Ascent reports commitments and is never paid on them.
Every inquiry in your GHL pipeline, its stage and its history.
| Investor | Check size | Stage | Source | Added | Last change |
|---|
Accredited status is the investor's self-attestation on your form. Verification is completed by your team before any subscription.
Your weekly report every Monday, and a receipt for every ad charge. Open any of them or download the PDF.
Media is billed by each ad platform directly to the card you keep on file; Ascent does not mark up or handle ad spend. Ascent's fee is a flat monthly fee, invoiced separately.
Stored as Custom Values in this client's GHL sub-account. Only Ascent admins see this page.