Founding Program — 7 of 10 Slots Remaining

Allocator Intelligence & Capital Formation Infrastructure

35,000+ SEC-verified firms. Probability scoring. CRM infrastructure built for institutional fundraising. From $750/mo.

$750/moAllocator intelligence
$2,500Infrastructure audit
3–8 wksFull implementation
Book Diagnostic CallFounding pricing locked in for the life of the engagement.
Who This Is For

Built for institutional asset managers actively raising.

AUM Range
$100M – $5B
Distribution Team
2–8 person teams
CRM
HubSpot or Salesforce
Existing Tools
Dakota, AdvizorPro, FINTRX, PitchBook
Stage
Actively fundraising
15+ yrs
Building capital formation infrastructure for institutional distribution teams across HubSpot and Salesforce.
35,000+
SEC-verified firms structured for capital formation pipelines — not scraped, not enriched from third parties.
Fee-only
We're not a third-party marketer. No placement fees. No AUM share. Advisory fees only — fully aligned with your outcomes.

Built by the team behind CapTrust ($50B+ AUA at exit) and $100M+ in institutional capital raised across alternatives.

Pricing

Allocator intelligence. Infrastructure to make it convert.

Most clients start with intelligence access. The audit, implementation, and retainer exist because most firms discover their CRM can't absorb good data effectively.

Most Popular
Allocator Intelligence

Allocator Intelligence Subscription

$750/mo
$9,000/yr — billed annually
Founding clients: $500/mo
Ongoing, cancel anytime

Continuously scored allocator intelligence — mandate-matched RIAs, family offices, and institutional LPs prioritized for your specific strategy. Not just data access — an ongoing prioritization layer for your pipeline.

Includes
  • 35,000+ SEC-verified firm database
  • Probability-scored allocator prioritization
  • Strategy & mandate alignment filtering
  • Family office identification
  • CRM-ready data formatting
  • Monthly data refresh & enrichment
Book Demo →
Diagnostic

Capital Formation Infrastructure Audit

$2,500
Founding clients: $2,000
30-minute diagnostic session + 2–3 week engagement

A deep diagnostic of your capital formation system. Most leadership teams see issues they've missed for years within the first session.

Includes
  • Capital Formation Diagnostic Report
  • Distribution Infrastructure Scorecard
  • Capital Probability Map
  • Prioritized Implementation Roadmap
Book Diagnostic Call →
Highest ROI
Implementation

Infrastructure Implementation

$25,000–$40,000
Founding clients: from $18,000
3–6 week build-out

AllocatorBase installs the infrastructure identified during the audit — CRM architecture, scoring models, and capital pipeline dashboards built for institutional fundraising.

Includes
  • HubSpot or Salesforce CRM architecture
  • Allocator probability scoring models
  • Segmentation workflows & deal stages
  • Capital pipeline dashboards
  • Automated follow-up sequences
  • Distribution performance analytics
Book Diagnostic Call →
Best Value
Full-Service Retainer

Capital Formation Partnership

$85,000/yr
~$7,083/mo — billed annually
Founding clients: custom pricing
12-month initial term

AllocatorBase becomes your dedicated capital formation infrastructure partner. All services, multiple concurrent projects, and ongoing refinements — all year.

Includes
  • Everything in Implementation, plus:
  • Marketing strategy & campaign execution
  • Content creation & thought leadership
  • Lead generation & qualification
  • AI-powered sales sequences
  • Client relations & LP retention workflows
  • Custom dashboards for every role
  • Ongoing optimization & support
Book Diagnostic Call →

* Audit fee ($2,500) applies toward Implementation or Full-Service Retainer. Data subscription ($9,000/year) is separate and required for all service engagements.

Implementation Path — Year 1
$36,500 – $51,500
Founding Client Rate: From $26,000 — locked in for life of engagement
Intelligence$9,000/yr
→
Audit$2,500*
→
Implementation$25K–$40K
Retainer Path — Year 1
$94,000
All services, multiple concurrent projects, ongoing optimization
Intelligence$9,000/yr
→
Retainer$85,000/yr

Most clients start with intelligence access and discover within 30 days that their infrastructure needs the audit. The audit fee applies toward Implementation or Retainer — it's a deposit, not a sunk cost.

ROI Calculator

What does better infrastructure return?

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

$250M
+3.0% close rate
Additional Capital Raised
$7.50M
From a 3.0% improvement in close probability
Additional annual fee revenue+$112,500
AllocatorBase engagement cost~$36,000
Year 1 net return+$76,500
Return on infrastructure spend3.1x

Illustrative model. Actual results depend on your pipeline, strategy, and allocator mix. Founding client rates reduce the cost side further.

$40K–$150KWhat most firms already spend annually across fragmented tools and consultants. AllocatorBase consolidates that into one integrated operating system — for a fraction of the cost.

What the Audit Uncovers

Most leadership teams discover 2–4 hidden pipeline inefficiencies in the first session — from CRM architecture gaps to missing allocator prioritization models.

See full audit details →

How We Compare

Dakota, AdvizorPro, FINTRX, and RIA Database are data providers. AllocatorBase is infrastructure — we design the systems that make data actionable.

Compare platforms →

Common Questions

29 answers covering implementation, pricing, features, security, and support — everything you need to evaluate AllocatorBase for your firm.

View FAQ →
How is this different from hiring a CRM consultant?
CRM consultants build generic workflows. AllocatorBase installs capital formation infrastructure — probability scoring, allocator segmentation, and pipeline analytics purpose-built for institutional fundraising.
Are you a third-party marketer?
No. We don't raise capital on your behalf, take placement fees, or share in AUM. We're a fee-only infrastructure and intelligence firm — fully aligned with your outcomes.
What if we start with intelligence and don't need the audit?
That's fine — the intelligence subscription stands alone. Most clients discover infrastructure gaps within the first month of using the data, but there's no obligation to proceed beyond intelligence access.

See how much capital you're leaving on the table.

30 minutes. One diagnostic call. The findings usually surface issues that have been invisible for years.

Book Diagnostic Call

Founding pricing available for 7 more slots.