Capital Formation Audit

Find where capital is falling out of your pipeline.

A 2–3 week diagnostic that maps your allocator pipeline, identifies capital leakage points, and gives you a concrete roadmap to fix them. Most firms surface 2–4 hidden inefficiencies in the first session.

Schedule Audit Call →
$2,500One-time diagnostic
2–3 wksEngagement duration
30 minTo get started
Yours to keepNo lock-in
Where Capital Gets Lost
Wrong allocators in pipeline
No prioritization model
CRM not built for fundraising
Forecasts based on instinct, not data

The audit shows you where these leaks are happening and what to fix first.

The Test

Can your CRM answer these five questions right now?

If the answers aren't immediately visible, your fundraising infrastructure has hidden leaks. The audit finds them.

  1. Which allocators in your pipeline are most likely to deploy capital in the next 90 days?
  2. Where does capital stall between first meeting and allocation?
  3. Which distribution activities actually correlate with capital deployment?
  4. Which allocators should your team stop spending time on?
  5. How accurate are your fundraising forecasts — and why?
What You Get

Five deliverables. All yours regardless of next steps.

The audit stands alone as a diagnostic. No lock-in, no obligation to proceed to implementation.

Pipeline Diagnostic Report

Full assessment of your capital formation system — where it's working, where it's leaking, and what's causing it.

Conversion Gap Analysis

Stage-by-stage breakdown of where capital probability collapses and how much pipeline value you're losing at each step.

Probability Scoring Framework

A 0–100 scoring model outline calibrated to your strategy, allocator type, and fundraising stage.

CRM Optimization Roadmap

Specific recommendations for your HubSpot or Salesforce — deal stages, lifecycle definitions, automation, and data hygiene.

90-Day Implementation Blueprint

Prioritized action plan you can execute internally or hand to AllocatorBase for full implementation. Sequenced by impact.

The Process

Four areas. Two to three weeks.

Week 1

Allocator Targeting & Segmentation

Are you pursuing the right allocators? We evaluate your universe against mandate alignment, AUM fit, strategy match, and deployment cycle timing.

Week 1–2

CRM Architecture & Automation

We review your HubSpot or Salesforce configuration — deal stages, lifecycle definitions, segmentation logic, follow-up workflows, and data quality.

Week 2

Scoring & Pipeline Velocity

Does your team know which allocators are most likely to deploy? We assess scoring logic, stage conversion rates, and velocity across every active relationship.

Week 2–3

Performance & Forecasting

We evaluate rep-level activity correlation, executive dashboard visibility, and forecast accuracy — surfacing where leadership has blind spots.

Common Questions

Before you schedule.

What happens on the first call?
It's a 30-minute diagnostic conversation. We'll ask about your CRM setup, how your team prioritizes allocators, where you see pipeline friction, and what visibility leadership has into distribution performance. By the end, you'll know whether the full audit is worth pursuing.
We already have HubSpot / Salesforce configured. Is this still useful?
Usually, yes. Most clients have a functioning CRM — but deal stages, lifecycle definitions, and scoring models weren't built for institutional fundraising workflows. The audit evaluates your configuration against capital formation requirements specifically.
Do we have to proceed to implementation after?
No. All five deliverables are yours to keep. The roadmap is designed to be actionable whether you build internally or engage AllocatorBase. No lock-in.
What CRM access do you need?
Read-only access during the audit period. We can also work via screen-share reviews if your compliance team prefers no direct access.
What's founding client pricing?
The first 10 clients get the audit at $2,000 instead of $2,500, with preferred rates on implementation and intelligence subscription. In exchange, we ask for a case study and reference upon results.
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After the audit, most firms move to an Implementation Project or Full-Service Retainer. See all services →

Get Started

Find the leaks. Fix the pipeline.

Most firms discover 2–4 hidden inefficiencies before the first session ends. 30-minute call to get started.

Schedule Audit Call →
$2,500 one-time · Founding pricing: $2,000 · No obligation