Prospect – Pinpoint Investor Interest
Prospect – LP Qualification and Outreach
- Prospect is our dedicated business service to assist our clients identify the relevant LP universe
- Our investor qualification and outreach service provides detailed, actionable intel on LPs, reducing the trial-and-error involved in investor outreach
- We provide granular insights into the most compatible LPs, enabling you to act with precision, prioritise resources effectively, and maximise your conversion rate
- We work closely with clients to identify and define LP engagement needs and tailor each project to these
- Our investor qualification work leverages our experience and networks built over decades of experience in the private market. We survey the LP universe and identify the highest-priority investors for each of our clients
- Our investor outreach involves us speaking directly to LPs about their allocation plans and providing clients with detailed intel and recommendations for next steps in the outreach process
- These projects allow our clients to focus IR resources on a curated list of qualified LPs with the confidence that these are the highest-priority targets
Example Project Types
Investor Qualification
- Prospect comprehensively screens the investor universe to create a long list of potential investors
- We then review each of the LPs on the long list to filter out unsuitable investors to create a shortlist of high-priority, qualified LPs
- Deliverable: Collated report summarising the investment approaches of each shortlisted LP and why they are a high-priority target
- Timeline: from two weeks
Investor Outreach
- Following the qualification stage, Prospect reaches out to shortlisted LPs, interviewing investors about their appetite and allocation plans for niche private markets strategies informed by the approach of our clients
- Conversations cover an overview of private markets allocations, the investors’ view on our clients’ strategies, and the due diligence process and key criteria managers must meet to progress past an initial call
- Deliverable: Detailed reports on each investor, covering appetite, due diligence process, key contacts, and background information, as well as providing recommendations for the next steps in the outreach process in each case
- Timeline: from four weeks
Example Project Types
Investor Qualification
- Prospect comprehensively screens the investor universe to create a long list of potential investors
- We then review each of the LPs on the long list to filter out unsuitable investors to create a shortlist of high-priority LPs
- Deliverable: Collated report summarising the investment approaches of each shortlisted LP and why they are a high-priority target
- Timeline: from two weeks
Investor Outreach
- Following the qualification stage, Prospect reaches out to shortlisted LPs, interviewing investors about their appetite and allocation plans for niche private markets strategies informed by the approach of our clients
- Conversations cover an overview of private markets allocations, the investors’ view on our clients’ strategies, and the due diligence process and key criteria managers must meet to progress past an initial call
- Deliverable: In-depth reports on each investor, covering appetite, due diligence process, key contacts, and background information
- Timeline: from four weeks
