If they have excellent credit, great job history, great references and you met them and got a good feel. 

The lower barrier to entry would be excellent for my personally smaller net worth.

I'd suggest just creating one on your own - with excel when you create the template it's both the way you want it, and then also you fully understand it.  

I feel like there are some strategies and follow up I'm missing and hoping to work for a capital raiser or an investing group as a capital raiser, so that they can focus on what they excel at, rehabs and project management.

Make the most of the excellent tools available on this platform.

We also have one LTR in Wilmington , NC that we bought brand new and have an excellent tenant in.  

Excellent points about checking the different documents and thinking of a Plan B (just in case).

It’s astounding how many fake documents are circulating today—you can find everything from fake references and stolen Social Security numbers to falsified income documents.To combat this, we rely on tools like Plaid, Verifast, and Snappt, which are excellent for verifying financial information and detecting fraudulent activity.

I bought a Class A (nice Indy suburban home with excellent schools) in 2013 and it's appreciated (doubled in value from 2013 to 2021) and I'm positive cash flow because of my low interest rate, 3.875%.

To maximize the number of transactions you’re involved in you will need to:Be Top of Mind when they think about moving - which requires consistent reminders.Be seen as an Expert – which requires a consistent message and Evidence of Success storiesGain their Trust – which requires communicating integritySo, start out by listing everyone you know in an Excel spreadsheet.