Academy · Using GPX

5.3

Running outreach, staying in control

GPX is an intelligence and targeting platform, not a mass-mail tool. The platform gives you the brief; you decide who to contact, what to say, and when to say it. Nothing is sent automatically, and no message leaves your control.

Open a match brief and you see the decision-makers: named credit officers for lenders, named coverage team members for investors, and the warm paths that exist through shared deals, common board members, or prior relationships. You draft the approach inside your own email or CRM, using the brief as the intelligence layer.

Saved searches let you monitor appetite over time. Set a search for your sector and geography and GPX will surface new matches as lender appetite rotates and investor mandates update. Exclusion lists let you remove names you have already contacted or decided against, so your pipeline stays clean.

The discipline is to treat GPX as a research and targeting layer, not a replacement for your judgment. The platform scores and ranks; you decide. The platform surfaces comparable deals; you reference them. The platform maps relationships; you activate them. Control stays with the sponsor, where it belongs.