Email
Intro email
Documents and other materials required by institutional investors.
A ranked list of funds, scored by Fit Score against the investment thesis.
A multi-touchpoint cadence across channels.
Every response tracked and moved toward a scheduled call.
Progress from first contact to first-round call.
Funds ranked by Fit Score, based on alignment between the investment case and each fund's thesis.
Committed accounts and contacts for the week, reviewed and confirmed before launch.
Campaign metrics reviewed to refine targeting, messaging, and sequencing.
Investor responses and network feedback, reviewed to spot gaps in targeting, timing, or narrative.