Built for Private placement teams
Investor outreach for private placement teams
For placement agents running capital raises for institutional investors, family offices, or strategic buyers. You manage a target list of hundreds of potential investors, each one approached once by the right person at the right firm, replies tracked, and the weekly LP report showing progress and response rates.
Institutional investor universe by geography and ticket
Name an institution type and a region and get the senior investors at real firms, with work addresses where known. Find them once, keep them in one deduplicated directory, approach them from the record so you never repeat a pitch or miss a previous decline.
One draft per investor, sent from your mailbox
AI personalises each email - the investor's firm, their focus, the raise size - from the mandate. You read it, approve it, and it sends from your address to their work email, one at a time, paced so your provider never throttles.
Track every reply, every decline, every maybe
Replies are read back from a Microsoft 365 or app-password mailbox and the investor's status advances. Declined investors are logged with their reason - wrong ticket size, not their focus, already deployed. Maybes who have gone quiet surface for a follow-up.
Weekly report to the client on progress
Funnel by stage - approached, replied, interested, committed - as it stands. Declines by reason. Any bids received. Sent as PDF or a portal link the client can check anytime.
Built in
No sending caps, no database fees.