Fundraising is a targeting problem. We solved it.
Filter 120,000+ allocators by mandate, size, and stage — build your list in minutes, not quarters.
Choose your starting point
The database is the entry point. The infrastructure layer determines who gets called, when, and through which workflow.
Allocator intelligenceMandate alignmentPriority scoringCRM execution
Explore capital formation services →Already know what you need? Book a 30-minute demo · HubSpot & Salesforce native
Trusted by the firms that built it
Built from operating experience at Hatteras and Gondola; deployed in live capital-formation workflows.
A scored, prioritized pipeline — not a contact list.
This is what AllocatorBase looks like inside your CRM. Every allocator scored on three dimensions. Your team opens HubSpot or Salesforce and knows exactly who to call first.
AllocatorBase · Pipeline View
| Allocator | AUM | Type | Prob | Eng | Fit |
|---|---|---|---|---|---|
Meridian Endowment Fund Endowment · 94% | $2.4B | Endowment | 92 | 81 | 95 |
Northbridge Advisors Consultant · 88% | $1.8B | Consultant | 88 | 56 | 90 |
Pacific Family Office Family Office · 91% | $890M | Family Office | 85 | 79 | 82 |
Cornerstone Pension Public Pension · 86% | $3.1B | Pension | 78 | 28 | 84 |
Summit Capital HNW Wealth Manager · 72% | $420M | Wealth Mgr | 38 | 87 | 41 |
We kept buying databases and asking "now what?"
We've been customers of Dakota, AdvizorPro, and other platforms. The data was useful. But every import created duplicates, CRMs aren't designed for fundraising, and our team never knew who to call first. AllocatorBase is the infrastructure layer we built to solve that — and then productized for every alternative asset manager facing the same problem.
Probability, Engagement, and Fit — scored independently at both the firm and contact level. When scores diverge, they tell your team exactly what to do next.
AUM from ADV Item 5. Client composition from Item 5D. Contacts from IAPD. Not "AI-enriched." Not scraped. SEC-verified and auditable.
Every firm is algorithmically classified — Endowment, Family Office, Pension, OCIO — with a confidence score derived from Form ADV data.
A structured boolean derived from Form ADV that answers the question every fundraiser asks first: is this firm currently investing in alternatives?
From database to working pipeline in days, not months.
Start with scored allocator intelligence. Add CRM infrastructure when you're ready to go deeper.
Map the allocator universe
Filter SEC-verified firms by mandate alignment, AUM, strategy, and deployment context.
Build the call list
Compress a broad universe into the 50–200 allocators that fit the raise you are actually running.
Run a ranked pipeline
Push scored firms into HubSpot or Salesforce with lifecycle logic and CRM ownership already defined.
Manage capital velocity
Track movement from identified to evaluation to commitment, then expose where the process slows.
If the operating model is not ready for a ranked pipeline, start with a short diagnostic. The Capital Formation Audit identifies the gaps between your CRM and the way institutional fundraising actually moves.
Review the audit scope →Same data hunt, different outcome.
Most databases give you contacts. AllocatorBase gives you a scored, segmented pipeline ready to work.
| Capability | AllocatorBase | Dakota | FINTRX | AdvizorPro | Altss | RIA Database |
|---|---|---|---|---|---|---|
| Allocator profiles | ✓ 125,000+ | ✓ | ✓ | ✓ | ✓ | ✓ |
| Probability scoring (0–100) | ✓ | — | — | — | — | — |
| Pipeline staging in CRM | ✓ | — | — | — | — | — |
| Deployment timing signals | ✓ | — | — | — | ✓ | — |
| CRM-native integration | ✓ | ✓ | One-way | ✓ | — | — |
| SEC ADV-sourced | ✓ | Partial | Partial | Partial | OSINT | Partial |
| Starting price | $750/mo | ~$16,500/yr | Not published | Not published | $15,500/yr | Not published |
Transparent. No seat-based lock-in.
Full database access with scoring, mandate filtering, and CRM integration.
Pipeline diagnostic. Find where capital leaks before you build.
CRM architecture, scoring workflows, and pipeline analytics installed.
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See the allocators most likely to deploy into your fund.
Book a 15-minute demo. We'll show you live probability scores for allocators that match your strategy.
No obligation · No placement fees · Founding pricing available