Prospect and Investor Segment

- Determine the optimal client profile segment or investor deal type
- Leverage an established network of over 2,000 investors and potential clients
- Utilize enterprise-level prospect and investor databases (e.g., Preqin, ZoomInfo, ListKit, Crunchbase, Pitchbook, Fintrix, Capital IQ, etc.) valued at $40k+ per year
- Curate a targeted list of all investors or potential clients with mandates (from the last 6-12 months) that align with your criteria
- Validate, organize, and clean data