No placement fees · No AUM share · Published pricing

Infrastructure Priced as Capital Leverage,

Not Software Access.

Four products. Each stands alone. No required sequence, no bundled upsells. Start where your fundraise needs it most.

Start here

Allocator Intelligence Data

$750/mo

$9,000/year · Cancel anytime

Full access to 125,000+ SEC-verified allocator profiles with probability scoring, mandate filtering, and deployment signals.

125,000+ SEC-verified RIA profiles
Probability scoring (0–100)
Mandate alignment filtering
Family office identification
Monthly data refresh
CSV export + basic CRM sync

Subscribe to Data →

No implementation required.

Does not include CRM build or audit.

Recommended

Capital Formation Audit

$2,500

One-time · 2–3 week engagement

Founding rate available

A deep diagnostic mapping capital leaks, benchmarking your CRM against institutional standards, and identifying the infrastructure gaps hiding in your fundraising process.

Capital Formation Diagnostic Report
Distribution Infrastructure Scorecard
Capital Probability Map
Prioritized Implementation Roadmap

Book Your Audit →

Most firms discover 2–4 gaps.

Does not include data access or implementation.

Full build

Infrastructure Implementation

$25K–$40K

Custom scoped · 3–6 week build

Founding rate available

CRM architecture, scoring models, pipeline automation, and capital dashboards installed into HubSpot or Salesforce. White-glove build for your fundraising workflow.

HubSpot or Salesforce CRM architecture
Allocator probability scoring models
Segmentation workflows & deal stages
Capital pipeline dashboards
Automated follow-up sequences
Distribution performance analytics

Discuss Your Build →

Scoped from audit findings or intake call.

Data subscription billed separately.

Annual partnership

Full-Service Capital Formation Partnership

$85,000/year

One engagement. One fee. Everything included for 12 months.

Full access to every AllocatorBase service: data, audit, implementation, ongoing optimization, quarterly strategy reviews, and priority support. For firms that want the entire capital formation operating system installed and managed.

Allocator Intelligence Data (12 months)
Capital Formation Audit
Full Infrastructure Implementation
Ongoing CRM optimization
Quarterly strategy reviews
Priority support & direct access

Discuss Partnership →

What Does Better Infrastructure Return?

Infrastructure is priced against the capital it helps you raise — not the hours it takes to build.

Fund Target / AUM Raising

Management Fee (%)

Close Rate Improvement

Engagement Level

$2.5M

Additional capital raised

+$12,500

Additional annual fee revenue

~$2,500

AllocatorBase engagement cost

5.0x

Return on infrastructure spend

Illustrative model. Actual results depend on your pipeline, strategy, and allocator mix.

Not Sure Where to Start?

Your entry point depends on where your fundraise is right now.

I need allocator data

Start with Data — $750/mo

You have a CRM. You have a process. You need better targets with scoring and mandate alignment.

I'm not sure what's broken

Start with the Audit — $2,500

You're raising but conversion is lower than expected. The audit finds the gaps you can't see from inside the process.

I want everything handled

Annual Partnership — $85K/yr

You want data, infrastructure, optimization, and ongoing support in one engagement. No piecing it together.

In practice

Infrastructure in Action

🏛

Gondola Partners used AllocatorBase infrastructure to restructure their capital formation pipeline across HubSpot — replacing manual CSV workflows with probability-scored allocator records, automated pipeline staging, and capital velocity dashboards. The engagement consolidated four separate tools into one integrated system.

Gondola Partners · Multi-strategy investment firm

What's included

Feature Comparison by Tier

Feature	Data ($750/mo)	Audit ($2,500)	Build ($25K+)	Partnership ($85K/yr)
125,000+ allocator profiles	✓	—	✓	✓
Probability scoring (0–100)	✓	—	✓	✓
Mandate alignment filtering	✓	—	✓	✓
CSV export	✓	—	✓	✓
Capital Formation Diagnostic	—	✓	✓	✓
Infrastructure Scorecard	—	✓	✓	✓
Capital Probability Map	—	✓	✓	✓
Implementation Roadmap	—	✓	✓	✓
CRM architecture build	—	—	✓	✓
Scoring models in CRM	—	—	✓	✓
Pipeline automation	—	—	✓	✓
Capital velocity dashboards	—	—	✓	✓
Ongoing optimization	—	—	—	✓
Quarterly strategy reviews	—	—	—	✓
Priority support & direct access	—	—	—	✓

Competitive landscape

How We Compare on Pricing

Most allocator data providers don't publish pricing. Here's what we know from industry benchmarks and public information.

Platform	Annual Cost	CRM Build?	Scoring?	Published?
AllocatorBase	From $9K/yr (data) to $85K/yr (partnership)	✓	✓	✓
Dakota	~$16,500+/yr	—	—	—
FINTRX	Not published	—	Partial	—
AdvizorPro	$5K–$20K+/yr	—	Lead scoring (fit)	—
RIA Database	$15K–$25K+/yr	—	—	—
Altss	~$15,500/yr	—	—	—
Goodwood Consulting	Retainer-based (not published)	✓	—	—

Competitor pricing from public information and industry estimates. Actual pricing may vary.

15+ yrs

Building capital formation infrastructure for institutional teams

125,000+

SEC-verified allocator profiles structured for fundraising

Fee-only

No placement fees. No AUM share. Advisory fees only.

Frequently asked

Common Questions About Pricing

How much does AllocatorBase cost?+

AllocatorBase offers four products: Allocator Intelligence Data at $750/month ($9,000/year), a Capital Formation Audit at $2,500 one-time, Infrastructure Implementation starting at $25,000, and an Annual Partnership at $85,000/year that includes everything. All pricing is published. No placement fees, no AUM share, no hidden per-seat charges.

Do I need the audit before subscribing to data?+

No. Each product is independently selectable. Many firms start with the data subscription and add the audit later. Others start with the audit to identify infrastructure gaps before subscribing. There is no required sequence.

Is AllocatorBase a third-party marketer (3PM)?+

No. AllocatorBase charges advisory fees only — no placement fees, no AUM share, no success fees. We are fully aligned with your outcomes, not compensated by allocators or based on capital raised.

What is included in the Capital Formation Audit?+

The audit is a 2–3 week diagnostic that includes a Capital Formation Diagnostic Report, Distribution Infrastructure Scorecard, Capital Probability Map, and Prioritized Implementation Roadmap. Most leadership teams discover 2–4 infrastructure gaps they were not aware of.

Do you replace Dakota, AdvizorPro, or FINTRX?+

AllocatorBase complements and can replace existing data providers. The data subscription covers 125,000+ SEC-verified allocator profiles. The infrastructure layer — CRM architecture, scoring models, pipeline automation — is unique to AllocatorBase and not offered by any data provider in this category. See all comparisons.

What CRMs does AllocatorBase integrate with?+

AllocatorBase integrates natively with HubSpot and Salesforce with bidirectional sync, custom objects, pipeline stages, and automation workflows. The data subscription includes basic CRM export. The implementation and partnership tiers include full white-glove CRM architecture.

What is the Annual Partnership?+

The Annual Partnership ($85,000/year) is a full-service engagement that includes everything AllocatorBase offers: Allocator Intelligence Data subscription, Capital Formation Audit, Infrastructure Implementation, ongoing optimization, quarterly strategy reviews, and priority support. One fee, one engagement, everything included for 12 months. It's designed for firms that want the entire capital formation operating system installed and managed.

Can I cancel the data subscription?+

Yes. The Allocator Intelligence Data subscription is ongoing and can be cancelled anytime. There are no long-term contracts required. Annual billing ($9,000/year) is available at the monthly rate.