About this session

Fundraising has always rewarded preparation, and preparation has always been expensive. Understanding an LP’s mandate, history, exposures and priorities before a first meeting used to mean days of desk research, so most firms did it properly for the top names and winged the rest. That trade-off is dissolving.

What we’ll cover

• The preparation asymmetry: why deep LP research used to be rationed, and what changes when it is not

• Building and maintaining the target list: segmentation, mandate fit, allocation signals, and keeping intelligence current

• From research to conversation: meeting prep, tailored materials, and closing the loop between what was asked and what was sent

• Managing the raise: pipeline visibility, diligence tracking, data room activity, and knowing which conversations are live

• Where it backfires: generic outreach allocators spot in a sentence, fabricated detail, weak CRM data, and the compliance line

• Getting started without a technology team: the smallest useful first project, and how to prove it worked

• Live Q&A

45 minutes including live Q&A. You’ll leave with a clear view of better outreach at a volume that used to be impossible, and where it goes wrong.