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Investor Relations and Capital
A network you can score, a pipeline you can defend, a raise that runs on evidence.
Funds, founders raising capital, family offices and the advisors around them run on relationships that live in inboxes and judgement that lives in one person's head. We build the intelligence systems that rank and refresh them, and the platforms and marketing that carry a raise from first contact to close.
Talk to us about your organisationThe pressures
01
Networks that live in inboxes
Thousands of relationships, none in one place, most stale by the time they are needed.
02
Fit judged from memory
Who to call next is decided by recall rather than signal, and the best prospects are buried.
03
Outreach without a feedback loop
Messages go out, nothing comes back into the system, the next list is built from scratch.
04
Obligations around every raise
Disclosure, consent and record-keeping duties that a spreadsheet cannot evidence.
Where the pressure sits
A raise runs on relationships, and most of them live in the wrong place: an inbox, a spreadsheet passed between two people, a memory of who was warm eighteen months ago. Thousands of contacts exist somewhere, but none of them sit in one place, and by the time anyone needs a name the file has gone stale.
Deciding who to call next comes down to recall. The person who remembers last year's best conversation calls that name again, while a stronger prospect sits untouched a few rows down because nobody has scored it against what this raise actually needs.
A network is not an asset until it is scored, refreshed and shared.
Outreach compounds the problem: messages go out, replies land in someone's personal inbox, and nothing comes back into a shared record. The next list gets built from scratch, by hand. Disclosure, consent and record-keeping duties sit around every raise, and a spreadsheet cannot produce the evidence a fund or a regulator eventually asks for.
What changes
We consolidate the network into one place: every contact, every past touch and every note, pulled together and deduplicated so the list reflects what is actually true. Then we score it against the thesis, with a reason attached to every score, so a ranked list is something a team can trust and argue with.
The score refreshes on a schedule, so the list a team works from reflects the current state of the network rather than last quarter's export. It syncs into the CRM the team already runs, so the scored network and the pipeline live in one record.
On top of the platform we run outreach content aimed at the readers most likely to respond, because the same intelligence that ranks a prospect can describe what they need to hear.
How we work with raising teams
- 01
Audit the network and score it against the thesis
- 02
Build the platform that refreshes and explains
- 03
Sync it into the CRM the team works in
- 04
Run outreach content and reporting on top
Whoever owns the raise sits in the first working session together with the person who actually manages the CRM day to day, since both need to agree on how we sync the two systems together. Between phases we bring the same pair back in before extending the platform further, so nothing gets built against a thesis nobody in the room has actually confirmed. Have your existing contact exports and a plain description of your current CRM setup ready before the first session. A first ranked list is usually ready well before the raising team's next full round of investor calls.
What raising teams tend to notice first
The first thing that changes is what the list looks like. The very first ranked output usually surfaces prospects who were already in the network, just buried under names that got called out of habit, and that alone reframes a few conversations before anything new gets added.
The bigger change shows up in the weekly refresh. Scores move as new information arrives, so who gets called this week is rarely who would have been called last week, and the team stops working from a list that was accurate the day it was exported and wrong ever since.
Where we work in this industry
- AssessmentInvestor Intelligence AuditA ranked, enriched view of your own network inside a week.One week
- BuildInvestor Scoring PlatformA living system that scores, refreshes and explains every prospect in your pipeline.Three to six weeks
- BuildContact Enrichment and ConsolidationOne clean, enriched contact set from every place your relationships currently live.Two to three weeks
- BuildCRM Sync and Pipeline AnalyticsYour platform and your CRM finally agree, and the pipeline shows real velocity.One to two weeks
- BuildProduct and Platform BuildFrom a scoped idea to a working product in phases you can see and stop between.Four to twelve weeks
- AssessmentAI Discovery and Data Exposure AssessmentKnow every AI tool touching your data, what it can reach, and who let it in.One to two weeks
- RetainerContent CreationA publishing cadence that holds, in a voice that is unmistakably yours.Monthly
Clients in this industry
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Questions
Do you work with funds or founders?
Both, and with the advisors who serve them. We run the same system for each: relationships scored against a thesis, refreshed on a cadence, and synced into the CRM the team already runs. What changes is the thesis itself and the criteria that define a fit.
Is our investor data safe with you?
Investor data is processed under a signed agreement inside isolated environments built for that engagement, and it is handed back or deleted once the work ends. We keep it out of any shared system with other clients' data.
Can this replace our CRM?
It sits beside your CRM and syncs into it, so the scored network and the pipeline live in the same record. When the CRM itself is the problem, we say so plainly and scope a replacement.
How fast is a first ranked list?
Inside a week of receiving your exports, provided the data arrives in a workable format. We keep improving that list with every refresh after.
A conversation first, then a written scope.
Talk to us about your organisation