04 Investor Avatar · Step 5 of 5 · Targeting report v2
Targeting report
Harbor Ridge Multifamily Income Fund I (sample). Explainable compatibility only; no real investor names.
3 · Ranked avatars
| Persona | Tier | Compatibility | Access (506(b)) |
|---|---|---|---|
| Marcus Bell · The Income Seeker Example | Tier 1 | 82 / 100 | Relationship review |
| Priya Raman · The Real Assets Allocator Example | Tier 2 | 74 / 100 | Relationship review |
| Eleanor Hayes · The Capital Preserver Example | Hold | 58 / 100 | Eligibility verification required |
| Jordan Reyes · The Impact Investor Example | Excluded | 31 / 100 | N/A |
Scores are weighted compatibility (0–100), never a probability of investing. Weights are Example defaults set by Admins.
4 · Eligibility & access
Fit
Strong for Marcus Bell and Priya Raman
Eligibility
Accredited status: Unknown until verified. Never inferred.
Permission to approach
506(b): substantive pre-existing relationship required. A LinkedIn connection does not count.
Channel
No automated outreach. Outreach tools are future, not built.