Capital Formation Services
AllocatorBase is the only platform that combines proprietary allocator data with full-service CRM implementation, marketing automation, AI-powered sales sequences, and executive analytics — built exclusively for alternative asset managers.
How We Work
Start with allocator intelligence — no other commitment required. When you're ready for infrastructure, the $2,500 audit fee applies toward your Implementation or Retainer.
35,000+ SEC-verified allocator profiles with probability scoring, strategy filtering, family office identification, and CRM-ready formatting. Start here — no infrastructure commitment required.
What's Included
A defined-scope build covering one or more services. Best for firms with a specific infrastructure gap — CRM architecture, scoring model, dashboard build, or a campaign launch.
Typical Projects
Access to every service with multiple concurrent projects and ongoing refinements throughout the year. Less than a junior IR hire — replaces $40K–$150K in fragmented vendor spend.
Everything Included
Most firms discover 2–4 hidden inefficiencies in the first session. The $2,500 audit fee applies toward your Implementation or Retainer.
Schedule Your 30-Min Briefing →30-minute executive briefing · No obligation · Founding client rates available
What We Build
The Allocator Intelligence Data subscription is available standalone — no other services required. All other services are available as scoped Implementation Projects or included within the Full-Service Retainer.
Executive Visibility
Each IR / BD rep gets their own view
A personal command center showing pipeline, priorities, and performance. One place to start every day.
Start your day · What's new · Pipeline health · Outreach performance · Forecast & activity
VP Distribution, Head of IR, MD
Team-wide visibility. Where is capital, who is performing, what needs intervention?
Lead your team · Intervene early · Find the bottleneck · Forecast the raise
CEO, CIO, Partners
The executive view of capital in motion. Built for board meetings and fundraise progress reporting.
Capital in motion · Where capital stalls · The forecast
Marketing team, CMO
Connects marketing activity to pipeline outcomes. Which campaigns actually generate qualified leads?
Campaign performance · Content effectiveness · Lead flow · Compliance & social
Investor Relations, Operations
Tracks post-close LP relationships. Surfaces retention risks before they become re-up losses.
Investor health · Re-up readiness · Operations
Why We're Different
Other platforms sell you a database and leave you to figure out the rest. AllocatorBase is the only company that owns the allocator intelligence layer and builds the CRM, scoring, marketing, and sales infrastructure on top of it. One partner, one system, no gaps between your data and your workflow.
Generic CRM consultants don't understand fundraising. Database vendors don't implement infrastructure. AllocatorBase was built by a team that has raised $100M+ in institutional capital — every service, every workflow, every dashboard reflects how capital actually moves from first meeting to allocation.
We don't raise capital for you and we don't take a cut of what you raise. AllocatorBase is a fee-only infrastructure company. We build the system that makes your team measurably better at raising capital themselves. No misaligned incentives, no promises we can't control.
Start with a 30-minute diagnostic. We'll identify infrastructure gaps, show you how probability scoring works, and discuss the right engagement model for your firm.
Book a Demo →30-minute executive briefing · No obligation · Founding client rates available