0 · The two lanes — don't mix them
🏦 Lane A — Capital (Investors). 94 contacts tagged INV — a real-estate-finance network (heavy Meridian Capital + capital firms). The ask = a deal or a raise, not the software. Bait: "I'm putting something together — want first look?"
🛠️ Lane B — Operators (Business). 121 business contacts with a company. The ask = the Operator-OS (the system you built for yourself: 90-min diagnosis → install). Bait: "Let me show you what I built to run my own chaos."
⚠️ Same person can be in both (an investor who's also a drowning operator). Pick the lane per relationship, not per tag. Start every thread warm — the offer comes on the call, not in the first text.
1 · Lane A — Capital / Investors (top 28 of 94)
Heaviest cluster = Meridian Capital (incl. Ralph Herzka, chairman). The full 94 live in the sheet; these are the ones with a firm + a clear capital seat.
| Name | Firm | Email | Phone |
|---|
| Ralph Herzka | Meridian Capital (Chairman) | rherzka@meridiancapital.com | 917-597-1711 |
| Elliot Treitel | Meridian Capital | ETreitel@meridiancapital.com | 732-301-3210 |
| Mark Steinmetz | Meridian Capital | MSteinmetz@meridiancapital.com | 347-834-4938 |
| Issac Filler | Meridian (MCG) | ifiller@meridiancapital.com | 646-420-3878 |
| Yaakov Fischer | Meridian Capital | jfischer@meridiancapital.com | 347-504-5161 |
| Dave Bolag | Meridian Capital | dbollag@meridiancapital.com | 718-300-0735 |
| Shloime Ribiat | Meridian Capital | SRibiat@meridiancapital.com | 212-201-5196 |
| Steve Edelstein | Meridian Capital | SEdelstein@meridiancapital.com | — |
| Alex Izso | Meridian Capital | AIzso@meridiancapital.com | — |
| Chaim Nussbaum | Meridian Capital | CNussbaum@meridiancapital.com | 516-668-8550 |
| Yomo Michael Neumann | Meridian (NW neighbor) | mneumann@meridiancapital.com | 347-633-3067 |
| David Goldwasser | FIA Capital Partners | dgoldwasser@fiacp.com | 561-400-3640 |
| Andrew Berkowitz | FIA Capital Partners | aberkowitz@fiacp.com | 646-459-4355 |
| Dovid Scharf | Esplanade Capital | dscharf@esplanadecap.com | 212-601-2788 |
| Gavriel Ralbag | Palladium Capital Advisors | gralbag@gmail.com | 917-232-5554 |
| Jake Gluck | Lodestone Capital Group | jgluck@lodestonecapitalgroup.com | 973-713-6673 |
| Nate Lowy | Lodestone Capital Group | nate@lodestonecapitalgroup.com | — |
| Raphael Mandelbaum | Lantower Realty | ralph@lantowerrealty.com | 718-419-4195 |
| David Ohana | Crosby Capital | david@crosbycapitalusa.com | 646-842-0401 |
| Michael Shvarzblat | Compass Capital | michael@compasscapital.us | 732-691-9592 |
| David Elefant | Influx Capital | DavidE@influxcapital.com | 848-525-4187 |
| Naftali Weinberger | Milrose Capital | newt@milrosecapital.com | 732-773-0257 |
| Jake Blatter | KFIR Capital | jake@kfircap.com | 347-424-1786 |
| Menachem Possick | Highscore Capital | mdpossick@highscorecapital.com | 718-207-9820 |
| Chayim Kirschenbaum | Black Iris Capital | ck@blackiriscapital.com | — |
| Eli Liberman | SEL Capital | eli@selcapital.com | 848-525-7788 |
| Jonathan Farber | Green Place Capital Mgmt | jfarber@greenplacecap.com | — |
| Thomas Steiner | TSMGM (Investor) | tsteiner@tsmgm.com | 914-262-5646 |
⚠️ CORRECTION (Sam, 6/7): the "CG" tag = Champions Gate, NOT investors. Those 65 are Florida STR clients (past renters / people who asked for your Orlando-house info) — the auto-classifier mis-tagged them INV. They are not a capital list. Moved to Lane D below — your warmest STR rebooking + referral list.
2 · Lane B — Operators (business, top 16 with a firm)
| Name | Firm | Email | Phone |
|---|
| Leon Goldenberg | Goldmont Realty | (in sheet) | (in sheet) |
| Eli Tabak | The Bluestone Group | etabak@bluestonegrp.com | — |
| David Simone | Cushman & Wakefield | David.simone@cushwake.com | 212-696-2500 |
| Eric Roth | Cushman & Wakefield | Eric.Roth@cushwake.com | 914-500-3271 |
| Sam Fruchter | R&B Realty | (in sheet) | (in sheet) |
| Avner Krohn | Jasko Development | avner@jaskogroup.com | 914-924-2586 |
| Eli Gabay | Coney Realty & Mgmt | elie@coneyrealty.com | 818-299-4886 |
| Andrew Press | Medallion Real Estate | andrew.medallion@gmail.com | 347-545-2509 |
| Bill Hettler | Logistic Realty | bill@logisticrealty.com | 732-738-8888 |
| Irene Steiner | Pugatch Realty | isteiner@pugatch.com | 516-652-7099 |
| Karen Bozeman | KP Realty | (in sheet) | (in sheet) |
| Yaakov Grinberg | Interstate Filings | (in sheet) | (in sheet) |
| Adina Chafetz | LMNO Marketing | adina@lmnomarketing.com | 718-514-1518 |
| Chanan Averbuch | PrimeView USA | chanan@primeview.biz | 646-504-6775 |
| Esther Reisman | David Shurin Consulting | estherreisman@davidshurin.com | 718-252-6617 |
| Jonathan Proto | I Rent Everything | jproto@irenteverything.com | 407-844-7645 |
Already on your queue from earlier (warm, want the demo): David Feiner, Isaac Filler, Stephen Rosenberg, Levi Rooz, Mr Weiser, Yossi Bauman. Start Lane B with these — they've already raised a hand.
3 · Lane C — Warm / Neighbors (North Woodmere, 23)
These aren't a "pitch" list — they're referral + trust. They send you deals, intros, and word-of-mouth. A few are double-tagged (Daniel Kirzner, Yomo Neumann = investor + neighbor).
| Name | Email | Tags |
|---|
| Daniel Kirzner | daniel@sharpmgmt.com | INV · NW |
| Ariel Cohen | Ariel@rodcoproperties.com | NW |
| Yanky Glassman | jacob@selrealty.com | NW |
| Pinch Rekant | pinchrekant@gmail.com | BIZ · NW |
| Scott J. Farrell, Esq. | scott@millerlawofficespllc.com | LEGAL · NW |
| Yedidya Cohen | yedidya.cohen22@gmail.com | BIZ · NW |
| David Grumet | Dgrumet@gmail.com | NW |
| + 16 more | Feuchtwanger, Neuman, Mermelstein, Jacobovitch, Garfinkel, Hertz, Birnbaum, Gampel, Chafetz, Gitelis, Eichler, Kahn… (full list in sheet) |
3.5 · Lane D — Champions Gate / Florida STR clients (65) 🌴
This is the warmest list for the two Orlando houses. CG = Champions Gate — people who rented (or asked about) your Florida place over the years, usually for Pesach / summer / Yom Tov, often with family. They already know the product. Offer = rebook + refer, tied to the listing-SEO + Kosher-Orlando + Hospitable.com STR push. The full 65 are in the sheet (tag CG).
[First] — Sam here, hope the family's well!
Opening up the Orlando house for [summer / Pesach / Sukkos] and wanted to give you first dibs before it fills — figured you might be heading down again, or know someone who is. Same themed rooms + pool, freshened up since you were last here.
Want me to hold dates for you? And if anyone you know is looking, send them my way — I'll take good care of them.
4 · The message templates (the "bait")
A · Capital — short, warm, no commitment
Hey [First] — Sam Treitel. Hope all's well b'H.
Putting together a [deal type — e.g. multifamily / value-add] and lining up a small group for first look before it goes wider. Wanted to give you the early tap given [our history / your appetite for this].
Worth a quick call this week? No pressure either way — just didn't want you to hear about it after.
B · Operator — lead with the build, not a pitch
[First] — random one. Over the last few months I built myself an AI "operating system" — it captures everything (calls, texts, docs), files it, and runs my whole day + business through one place. Honestly changed how much I can hold.
A few people saw it and asked me to set it up for them. Thought of you — not selling you anything, genuinely think you'd want to see it. 20 minutes, I'll just show you mine. Worth a look?
C · Warm / Neighbor — pure relationship
[First] — been meaning to reach out. How's everything by you?
Been heads-down building some things on the real-estate + systems side — would love to catch up, compare notes, and honestly, if anything I'm doing is useful to you (or someone you know), even better. Coffee or a call this week?
D · Mildred follow-up (after Sam's first touch, to book the call)
Hi [First], this is Mildred from Sam Treitel's office. Sam asked me to find a good time for the two of you to connect on [topic]. Does [day] at [time] or [day] at [time] work? Happy to send a calendar invite — just let me know what's easiest.
5 · Sequence + verify before sending
Order to run it:
1. CG / Champions Gate (Lane D) — warmest of all + ties to a live asset (the houses with summer dates to fill). Fastest money. Run this first.
2. Warm operators who raised a hand (Lane B) — Feiner, Filler, Rosenberg, Rooz, Weiser, Bauman. The OS demo.
3. Meridian cluster (Lane A) — deep ties; high-trust capital, when you have a deal to show.
4. Neighbors (Lane C) — relationship touches, low effort, high referral value.
5. Cold-er capital firms (Lane A) — last, once the warm ones build momentum.
Screen these before any send (flagged in the parse): two "Sam Treitel" investor rows (Draw Bridge + Sel Capital) — verify which, if any, is you. Chanie Treitel + a Pilgrim "Me" row = self/family. A couple of typo'd domains (Cssinger6@gmai.com). Don't blast — these are real relationships; one wrong send costs trust.
📌 Tracking: the sheet already has an Outreach_Status column. Use it: queued → sent → replied → call-booked → closed/parked. I can wire the bot to update it as you go, so the system tracks the whole campaign — that's the CRM, free, no new tool.