What we improve

New investor acquisition

New investor acquisition

Connect the right prospects to the right funds.

Existing investor cross-selling

Existing investor cross-selling

Identify the next logical fund opportunity for current LPs to expand their portfolio.

Time saving

Time saving

Save time digesting interaction data and surface things that could have been overlooked.

What you get

1) Ranked Investor List (per fund)

Ranked investor list
Match reasoning breakdown

2) One-Page Investor Briefs

Investor brief example

3) Weekly Review + Tuning

We review results with your team and adjust quickly.

  • What was useful, what was noise
  • What should be emphasized or ignored
  • Changes rolled into the next run

How you receive the outputs

Deliverables can be provided as an API, a CRM widget, a report/dashboard, or a small standalone app, depending on what fits your workflow.

Why this is better than manual rules

Most matching tools rely on fixed rules someone sets in advance. Those rules can work at first, but they only reflect what you already believe, and they need manual tuning as behavior changes.

Our matching learns from what actually happened in your historical data and adapts as behavior changes, so results keep improving over time.

Simple way to think about it

Like Netflix learns from real viewing behavior to recommend what you will likely watch next, we learn from real investor behavior and history to rank which investors are most likely to be a fit for a specific fund.

Who this is for

  • Investor relations and fundraising teams
  • Teams sitting on lots of CRM data, notes, meeting logs, and interaction exports
  • Anyone who wants faster prioritization and clearer context before outreach

Problems the pilot solves

  • "We have data, but it is hard to use."
  • "We are not sure who to call first."
  • "People waste hours reading old notes and threads."
  • "Good signals are buried and get missed."
  • "Cross-selling and next-fund targeting is inconsistent."

How it works

Step 1: Use the data you already have

CRM accounts and contacts, interactions, notes, emails, meetings, and calls.

Step 2: We produce outputs your team can use immediately

Ranked investor matches for selected funds and investor briefs with clear takeaways.

Step 3: Improve with your feedback

We adjust ranking and summaries based on what your team says is actually useful.

Pilot timeline (typical 6 to 8 weeks)

Phase 1: Setup and data review

  • Confirm data access and permissions (read-only)
  • Profile your data (coverage, duplicates, field quality, join keys)

Phase 2: Prepare the data and train

  • Standardize key fields (names, regions, strategies, investor types)
  • Enrich missing or weak attributes where useful
  • Reduce duplicates and link related records
  • Duplicate/linking API is provided
  • Integration can be done by your team or by us during the pilot
  • Train the matching model on your historical data

Phase 3: First outputs

  • Deliver first ranked investor lists
  • Optional: generate investor briefs if you want them
  • First review session to confirm relevance and adjust priorities

Phase 4: Improve and validate

  • Iterate based on feedback (ranking, signals, exclusions)
  • Validate output quality with your team
  • Final readout and next-step plan (expand scope or operationalize)

Security and data handling

  • Runs in your environment
  • Read-only data access
  • Scoped, logged, auditable access
  • Aligned with AIFMD, GDPR, SOC 2, and SOX expectations

FAQ

What data does this work with?

It works best with structured CRM-style data where investors, entities, funds, and interactions are linked (accounts, contacts, activities, notes).

Is this a full platform deployment?

No. This is a pilot with clear deliverables. It proves value before you commit to anything bigger.

Do we need clean data first?

No. You can start with what you have. Cleaning up duplicates and inconsistent fields usually improves accuracy and reduces noise, but it is not required.

As part of the pilot, you get:

  • Duplicate removal and record linking (API): We provide the endpoint. Your team can integrate it, or we can integrate it for you during the pilot.
  • Standalone data quality app: Review key tables and fields, spot issues, and confirm fixes.
  • AI-powered enrichment: Fill gaps and normalize fields so rankings are more consistent.

Will this replace our team's judgment?

No. It speeds up preparation and prioritization. Your team decides who to contact.

What happens after the pilot?

If it worked, you can expand to more data sources, and more automation. If it did not, you walk away with clear learnings and pilot outputs.

Request a demo

See how ranked, best-fit investors are generated from your existing data.