Investor
Suggestions.
Helping investment professionals discover relevant investors through connected data and relationship intelligence.
Meet
Ken.
Investment Relationship Manager
FIG.01 / INVESTOR RELATIONSHIP MANAGERPrepare
Review the investor pipeline and plan the day’s outreach.
- Review investor pipeline
- Check relationship signals
- Prioritise outreach list
Relationship context is scattered across firms and funds.
The problem.
Investor discovery is complex and time-consuming.
Investment professionals piece together fund data, investor profiles and relationship history across multiple sources to decide who to approach next.
Understanding
the workflow.
Mapping the fundraising journey exposed where relationship discovery, qualification and outreach decisions become fragmented.
Identify
Find investors who fit the fund's profile.
Understand
See the relationship context behind each suggestion.
Prioritise
Turn research into an actionable target list.
From discovery
to decisions.
A recommendations experience that lets users configure priorities, evaluate investors and act on the results.
Rank what matters.
Set priorities across asset class, geography, strategy and investor type to focus the suggestions.
Make the logic
visible.
The recommendation model is exposed through a simple relationship diagram and supporting criteria, helping users understand why suggestions appear.
See how investors
are connected.
Beyond ranked recommendations, the exploration looks at the paths connecting GPs, LPs, funds and advisers.
Exploring
the experience.
Different interface explorations tackle ranking, recommendation evidence, and relationship discovery. These are grouped by design purpose rather than asserted chronology.
01 / WORKFLOW RESEARCH
02 / RANKING EXPLORATIONS
03 / EXPLAINABILITY
04 / NETWORK EXPLORATIONWhat the design
enables.
These are supported product capabilities, not measured performance claims. Quantified outcomes can be added once validated.
Discover
Surface relevant potential investors.
Evaluate
Understand why a relationship may be relevant.
Act
Build and manage a prioritised target list.