FREEMAN - BOONE INVESTMENTS

Capital. Clients. Capacity.

Your Business, Automated. Your Operations, Intelligent.

CapitalFlow IOS™ — Your AI-Powered Infrastructure Layer.

Built for underinvested entrepreneurs who need predictable clients, clean operations, and capital readiness.

You're busy. You have a

lot on your plate

Your Business Isn’t Struggling Because You’re Not Talented.

It’s Struggling Because You Don’t Have Infrastructure.

  • Unpredictable Clients & Donors

  • Operational chaos and disorganized tools

  • No real capacity to grow or delegate

  • Not being capital-ready or lender-approved

  • Too many manual tasks that don’t move the business forward

  • Missed opportunities because follow-up isn’t automated

  • No system that makes clients, capacity, OR capital predictable

These are not CRM problems.

These are infrastructure problems — and CapitalFlow IOS™

solves them.

WHAT IS CAPITALTECH™?

CapitalTech™ created by Freeman‑Boone Investments. It combines four layers:

AI Systems

AI Employees

Capital Intelligence

Business Infrastructure

CapitalTech™ exists so underinvested entrepreneurs can:

  • Become capital‑ready

  • Operate like CEOs

  • Build fundable, scalable, sustainable businesses

  • Compete in an AI‑driven economy

  • Stop relying on fragmented tools that drain time and money

CapitalFlow IOS™ is the first CapitalTech platform is an all-in-one solution.

AI Tools Help You With Tasks.

AI Employees Help You Run the Business.

Inside CapitalFlow IOS, your business gets an AI Employee

Your AI Employee can:

  • Speak to leads in real time

  • Answer FAQs instantly

  • Book appointments for you

  • Recover missed calls

  • Follow up automatically

  • Qualify leads

  • Trigger workflows

  • Update your pipelines

  • Nurture prospects & donors 24/7

This is NOT just automation.

This is capacity creation.

Automated Nurture + Booking to Grow, Streamline, and Optimize Your Business

Smarter than basic automation—thinks like a team member

What It Does: Handles FAQs and books appointments on your website, replacing a customer support rep.

How It Works: Answers “Do you take NHS?” or “When’s my next slot?” in real time, captures leads, and helps with booking!

Why It’s Better: It answers in real time without delay and will be trained specifically to answer any questions related to your business! You can save £1000's as this can replace your customer support rep!

THE THREE OUTCOMES OF CAPITALFLOW IOS™

MORE CLIENTS & DONORS

CapitalFlow IOS™ gives you:

Predictable lead flow

Instant follow-up

AI-driven nurturing

Behavior‑based texting

SmartSite voice capture

Booking automation

Website conversations that convert

MORE

CAPACITY

The system organizes everything:

One unified inbox for SMS, Email, IG, FB, WhatsApp

Automated tasks & reminders

Pipelines for each stage of your business

Document & onboarding workflows

Smart scheduling & calendar flows

Team assignment & notifications

MORE

CAPITAL

Unique to CapitalFlow IOS™:

Fundability scoring

Compliance alerts

Lender‑ready document vault

Quarterly capital‑readiness reviews

Business credit pathway support

Access to funding partners

Automated reminders for lender-required tasks

WHAT’S INSIDE CAPITALFLOW IOS

Image

CLIENT ACQUISITION ENGINE

Image

OPERATIONS ENGINE

Image

MARKETING ENGINE

Image

CAPITAL READINESS ENGINE

HOW CAPITALFLOW IOS WORKS

We transform overwhelmed, underinvested entrepreneurs into confident,

capital-ready CEOs equipped to scale sustainably.


STEP 1

INFRASTRUCTURE SETUP

We install the full IOS system:

Conversations Hub

Workflows

Pipelines

SmartSite

Calendars

Marketing Engine

AI Employee

Capital Readiness Vault

STEP 2

Activation

Your IOS begins running daily operations:

Lead nurturing

Task assignment

Booking & scheduling

Conversation routing

Pipeline movement

Automatic follow-ups

STEP 3

CAPITAL INTELLIGENCE LAYER

You receive:

Document preparation guidance

Lender compliance structure

Fundability improvement roadmap

Quarterly readiness reviews

Get the power to close more deals. Automatically creates a contact anytime a new case calls you, texts you, emails you, or messages you on social media. Automated tasks and follow-up help you bring more cases to close.

Choose the Perfect Plan to Automate & Scale Your Business

Save Time | Increase Revenue | Automate Your Growth

ENTRY

14 Day FREE Trial

CAPITAL

FLOW IOS:

Start up

$297/mo

Perfect for new or ealy‑stage founders who need structure,

readiness, and intelligence.

• CRM + Pipelines

• SmartSite Starter

• Basic automations

• Unified inbox

• Basic reputation engine

• Access to The Freeman‑Boone Report

• Weekly CapitalFlow Masterclass

• Templates + readiness tools

CORE

CAPITAL

FLOW IOS

Growth $597/mo

For founders ready to automate and add real operational capacity.

Everything in Startup +

AI Employee (LEE Lite)

• SmartSite Voice

• AI follow-up

• Marketing Engine

• Capital Readiness Vault

• AI Content Templates

CORE

CAPITAL

FLOW IOS

SCALE

$997/mo

For CEOs ready to expand revenue, capacity, and capital access.

Includes licensing rights to sell IOS.

Everything in Growth +

• AI Employee (LEE Pro)

• Quarterly capital readiness reviews

• Compliance & credit readiness

• Funding Partner support

• Snapshot + monetization license

• Priority support

*See Billing & Subscription Policy for Telephony/Email Rates

GROW YOUR BUSINESS

Ready to Become a Capital‑Ready Business?

Let's hop on a call! We will help you identify the trouble areas and growth opportunities in your business.

Let's strategize and get you to where you need to be. This is a 100% free, no-pressure call!

We will provide you with our best advice whether you choose to work with us or not.

See what others are saying

SAAS - Freeman - Boone Investments LLC rose to the challenge and provided an innovative solution.

SAAS - Freeman - Boone Investments LLC benefits are incredible!

SAAS - Freeman - Boone Investments LLC has enhanced customer retention rates.

SAAS - Freeman - Boone Investments LLC integrates seamlessly with our current software.

Solutions

Streamline Sales

Generate More Leads

Build Your Brand

Impress Existing Customers

AutomButtonate Tasks

Features

FREE Leads Per Month

24x7 Support & Customization

CRM & Sales Pipeline

Web Meeting Booking

System 2 Way SMS & Email Conversations

Review & Reputation Management Web/Google/FB/WhatsApp Chat

Social Media Planner

SMS & Email Templates

Reporting & Analytics

Forms & Surveys

AI Content Generator

Unlimited Designer Support

Automated Nurture Sequences

Automated Follow Up

Automated Workflows

© Copyright SAAS - Freeman - Boone Investments LLC 2025

© Copyright SAAS - Freeman - Boone Investments LLC 2026