Identifying Prospective Investors – Identifying Prospective Investors for Fundraising

Request Overview

• To create a list of potential LPs who might be interested in taking meetings at an upcoming conference as a part of the fundraising efforts for their upcoming fund
• The client provided a list of conference attendees comprised of single, multi-family offices, and RIAs and another list of competitors for both PE and Credit

Final Deliverable and Value Add

• The team started by identifying all the LPs and categorizing them by type such as Single/Multi-Family Offices, RIAs, Pension Funds, Endowment Funds etc.
• The team deep-dived into the LPs to determine their allocation to private equity/ private credit. The team used various sources including Preqin, company websites and news articles
• LPs who have allocated to the client’s competing firms or are considering allocation to the private equity and private credit asset classes in general were also identified using Preqin
• Cross referenced LP profiles against GP to be certain about the output

Client asked to create a list of high potential LP prospects as a part of the fundraising efforts