Segments allow you to group contacts based on shared criteria, making it easier to send targeted emails, launch campaigns, and trigger automations for exactly the right investors.
Plan Limits
The number of segments available depends on your subscription plan:
Plan
Segment Limit
Free
2 segments
Standard
10 segments
Professional
50 segments
Tip
If you are approaching your segment limit, consolidate low-use segments or upgrade your plan in Settings > Billing.
Creating a Segment
Go to Segments
Navigate to CRM > Segments.
Create New
Click + Create Segment.
Define Rules
Add one or more filter criteria (see full list below).
Preview & Save
The system shows the Contact Count matching your rules in real time. Give your segment a name (e.g., "NYC VIPs") and click Save.
Filter Criteria
Segments support a rich set of filter types so you can precisely define your target audience.
Contact Attributes
Filter
Options
Contact Type
Individual, Entity, Family Office, Institution
Tags
Is, Is Not, Contains any of
Location
City, State, Country
Custom Fields
Equals, Contains, Greater Than, Less Than, Is Empty
Investment Activity
Filter
Options
Deal Association
Linked to specific deal, any deal, or no deal
Investment Amount
Total committed capital greater/less than a value
Pipeline Stage
Prospect, Qualified, Committed, Funded, Active Investor
Date Filters
Filter
Options
Contact Created
Before, After, Between dates
Last Activity
Within last N days
Investment Date
Before, After, Between dates
AND / OR Logic
Combine multiple filters using AND or OR logic to build precise targeting rules:
AND logic: A contact must match every rule (e.g., Tag is "VIP" AND State is "New York").
OR logic: A contact matches if any rule is true (e.g., Total Invested > $50,000 OR Tag is "Whale").
You can mix AND and OR within the same segment using grouped rule blocks. Click + Add Group to create a new logical block.
Example: High-Value NYC Investors
Group 1 (AND):
- Location > State = "New York"
- Investment Amount > $50,000
OR
Group 2 (AND):
- Tag contains "Family Office"
- Pipeline Stage = "Active Investor"
This segment catches all large New York investors plus all active family offices regardless of location.
Static vs. Dynamic Segments
Dynamic (Filter-based): Automatically updates when contacts change. If a new contact meets the criteria, they are added instantly. If a contact no longer qualifies (e.g., their pipeline stage changes), they are removed.
Static (Manual): You manually select which contacts belong. Ideal for one-off lists like "Conference Attendees" or "2024 LP Meeting Invitees" where membership should not change automatically.
Note
Dynamic segments re-evaluate on every contact update and on each use in a campaign or automation. There is no scheduled refresh delay.
Automation Integration
Segments integrate with the automation engine so you can trigger workflows based on segment membership changes.
Common automation patterns:
New member joins segment → Send an introduction email sequence.
Contact leaves "Qualified" segment → Create a follow-up task for the relationship manager.
Contact enters "Committed" segment → Automatically generate and send a subscription agreement.
To set up an automation, navigate to Automation > + New Workflow and select a segment as the trigger condition.
Example Segments
Segment Name
Rules
Warm Leads
Pipeline Stage = Qualified AND Last Activity within 30 days
Inactive Investors
Pipeline Stage = Active Investor AND Last Activity older than 90 days
High Net Worth Prospects
Tag = "High Net Worth" AND Pipeline Stage = Prospect
Deal-Specific Interest
Deal Association linked to "Oak Street Multifamily"
Re-engagement List
Tag = "Past LP" AND Total Invested = 0
Use these as starting points and adjust criteria to match your firm's terminology and deal flow.
Advanced Segmentation | Fund Flow Docs | Fund Flow
