Subscribe, filter, score, deploy. Every step builds on the last. Most teams are running scored pipelines inside their CRM within the first week.
Get full access to 125,000+ SEC-verified allocator profiles. Filter by mandate, strategy, AUM, geography, vehicle type, and deployment timing. Search the way you'd search for deals — by what actually matters to your raise.
We help you segment 125,000+ firms down to the allocators that actually match your Ideal Customer Profile — by company type, AUM, location, current allocation to alternatives, strategy preference, and more. The result is a focused universe that looks like your best LP, not a 10,000-name spreadsheet where most will never write a check.
Once your target universe is built, we run a 2–3 week diagnostic on your pipeline — mapping where capital leaks, benchmarking your infrastructure, and identifying the gaps between your CRM and how institutional fundraising actually works.
After the audit, we install a real-time Priority Score on every firm and contact in your pipeline. Scores flow directly into HubSpot or Salesforce with deal stages, lifecycle properties, and pipeline analytics already wired. Your reps open their CRM and see a ranked pipeline, not a flat contact list.
Every firm and every contact in your pipeline gets a Priority Score — a single 0–100 number that tells your reps who to call first.
One number that tells your reps who to call first. Updated in real time, at both the firm and contact level. It combines how well an allocator matches your ideal profile with how actively they're engaging with your team — so every rep opens their CRM to a ranked pipeline, not a flat contact list.
How well does this firm or contact match your ideal allocator profile? Evaluates firmographic and mandate-level alignment against the specific criteria that define your best-fit LP.
How active is this firm or contact with your team right now? Tracks real interaction signals so you know who's warming up and who's gone cold — before your reps have to guess.
Every allocator gets the same weight. Reps chase meetings with firms that feel promising but have no mandate fit. Pipeline reviews are qualitative. Forecasts are guesses. Nobody knows which relationships are actually progressing.
Every firm and contact has a Priority Score that updates in real time. A 92 means your rep calls them today. A 38 means they stop wasting time. The score accounts for how well the allocator fits your ICP and how actively they're engaging with your team — so your pipeline is always ranked by who to call first, not who had the last meeting.
Book a demo. We'll show you live Priority Scores for allocators that match your strategy — including which ones are currently allocating to alternatives.
Book a Demo →See how we implement this infrastructure for your firm. View Services →