4:30–5:15pm BST · 11:30am–12:15pm ET
About this session
Fundraising rewards preparation, and preparation is expensive. Understanding an LP's mandate, history and exposures before a first meeting used to mean days of desk research per prospect, so most firms did it properly for the top names and moved fast on the rest. The firms raising fastest now build researched profiles across the whole target list, keep them current as mandates shift, and close the gap between a meeting and the follow-up that answers it.
In 45 minutes we cover their deployments across LP research and segmentation, pipeline prioritisation, personalised materials and follow-ups, and diligence response management. We also cover how it 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 is worth the effort.
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.
Research into 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
