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 per prospect, so most firms did it properly for the top names and winged the rest. That trade-off is dissolving. Firms now use AI to build researched profiles across an entire target list, keep them current as mandates shift, tailor materials to what an LP actually cares about, and close the gap between a meeting and the follow-up that answers it.

The result is better outreach, at a volume that used to be impossible. This 45-minute session covers concrete deployments across LP research and segmentation, pipeline prioritisation, personalised materials and follow-ups, competitive positioning, and diligence response management. We are also honest about how this goes wrong: generic outreach allocators spot in a sentence, research that cites things that were never true, CRM data too poor to build on, and the cost of getting an LP's own history wrong in front of them. If you are heading into a raise with a small BD team and a long target list, this is where AI moves the needle.

Agenda

• 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, fabricated detail, weak CRM data, and the compliance line on marketing communications.

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

• Live Q&A