We book qualified investor conversations every week.

Outreach starts in week one. List build, messaging, and investor research finish during onboarding, so day one of the engagement is dialing day — we don’t ramp by quarter. Capital commitments are considered decisions, but reaching the right allocator isn’t slow; first qualified appointments typically land in the first weeks, with steady cadence building from there. You see meetings on the calendar before most agencies have finished their kickoff deck.

Three-point standard, and all three must be met. Verified investable capital — a named allocation need and capital ready to deploy, not idle curiosity. Allocation authority — a principal, general partner, chief investment officer, or family-office principal who signs the commitment, not an analyst screening funds. Active allocation window — a live cycle with a date attached. Anything short of all three doesn’t make your calendar. Most agencies count any form-fill with a pulse as a “lead.” We don’t.

Yes — and we know the distinction most lead-gen firms miss: an allocator with real capital is not a retail investor chasing returns. Fund structures, accredited versus institutional capital, dry powder, the diligence a real commitment takes. We tune the messaging and qualification standard to your firm model — not a generic “grow your money” pitch an allocator tunes out.

We screen for it before you ever dial. A prospect curious about returns with nothing to deploy isn’t an investor meeting — it’s a disqualification. We qualify on investable capital, allocation authority, and how live the mandate is, so your team only talks to investors who can actually write a check — not window-shoppers dressed up as prospects.

Boutique advisory shops through global asset managers. The common thread isn’t assets under management, it’s a selling motion: you need people who can run an investor conversation and win an allocation once qualified meetings hit the calendar. If you’re earlier-stage without that in place, we’ll tell you upfront.

Onboarding runs five to ten business days from kickoff. We use that window to build the investor target list, map your firm model and strategy focus, train SDRs on your raise story, and integrate with your CRM. Most of it compresses into two or three short working sessions, so your time stays minimal. Messaging gets iterated weekly through the first month off real call data — what’s landing, what isn’t. The point is to sound like your team, not another agency reading a script.

Yes, and targeting goes deeper than investor type alone. We layer investor category, investable capital and allocation size, current portfolio and strategy fit, geography, and the signals that mean an allocation is live. The output is a tight investor list that fits your firm model — not a generic contact pull from a list vendor. Sloppy targeting is the single biggest reason outbound campaigns underperform. We fix it before week one.

Monthly retainer, scoped to your target volume, investor complexity, and the strategies you want to raise. Institutional and family-office targets cost more to engage; straightforward mid-market plays cost less. We don’t publish a rate card because every firm’s raise looks different, and a flat price would either overcharge half our clients or undercharge the other half. Book the assessment and you’ll get a written scope and quote within 30 minutes of the call.