Prospect research
Research which investors fit your strategy and who to contact.
A prospect list gives you names and titles. It rarely tells you who covers your strategy, what matters to them or whether there is a reason to connect.
Where advisory and training could help
Illustrative example · Sample documents and data
Source materials
Documents your team already uses.
Prospect list
XLSX · Firms and contacts
Investment mandates
PDF · Published criteria
Team profiles
PDF · Roles and coverage
Relationship notes
DOC · Previous conversations
AI assistance
- Compare mandate with strategy
- Review contact responsibilities
- Prepare a prospect shortlist
Sample comparison
- Mandate
- Private credit
- Contact role
- Coverage unclear
Your review
The firm invests in private credit. The listed contact’s current coverage is unclear.
Illustrative finding · Needs review
We have an existing relationship here. Ask our contact who covers this strategy.
Type of output
Prospective investors and contacts
Would cover
- Investor fit
- Prospects matched to the strategy, with reasons and source references.
- Contact coverage
- Relevant people, responsibilities and details still to confirm.
- Outreach context
- Existing relationships and topics to prepare before making contact.
Your team owns the relationships and approves every approach.
How I help
I teach business-development teams to research prospective investors with AI and prepare for meetings.
Available through individual coaching, team training or retained advisory.