Sales and Distribution
Agents for sales and distribution workflows, from meeting prep to investor outreach.
Market Segment Analysis
Generates detailed strategic analysis of market demand and the competitive landscape relative to the manager’s suite of offerings.
Mandate Identifier
Match a manager’s suite of products to both active searches or likely searches based on intelligence on flow activity.
DDQ Response
Respond to DDQ's and RFPs with ease.
Active ETF Holders
Prospecting tool to identify likely buyers, based on holders of competitor’s actively managed ETFs.
Investment Letter Draft
Synthesizes a broad array of inputs to create a first draft investor letter that reflects the manager's style and voice while striking a tone appropriate to the reported performance.
Prospect Meeting Prep
Taps internal and external resources to assess a prospect’s mindset to optimize communication and critically, anticipate and prepare for the most difficult questions.
Prospect/Client Activity Screen
Monitor both prospect and client activity, engagement, touchpoints, and real-time interest signals to prioritize fundraising outreach with relevant insights or product information.
Tearsheet Generator
Prepare investor collateral instantly.