Institutional Investor Research
Identify Institutional Capital for Funds, Growth Companies and Large Rounds
We research pension funds, endowments, foundations, insurance companies and asset managers that allocate to your strategy, and identify the investment officers responsible for new commitments.
Institutional Investor Research Overview
Institutional Investor Research helps fund managers, growth-stage companies and later-stage raises reach large pools of long-term capital that are difficult to identify and approach.
We research each institution's allocation targets, asset-class preferences, direct and co-investment activity and decision makers, so you only approach institutions whose mandate fits your opportunity.
This research is used for
- Raising a fund from LPs
- Securing late-stage or pre-IPO capital
- Finding co-investment partners
- Reaching long-term, large-ticket capital
Find the Right Institutional Investors
No generic lists. Every record is identified by industry, location, stage and investment focus so you only reach investors who fit.
Industry Match
Only institutional investors with a demonstrated interest or track record in your industry and business model.
Location Focus
Target a city, country or region, or build a global list, with location recorded for every record.
Stage Alignment
Filtered by the funding stages they actively support, from Pre-Seed through Growth.
Investment Focus
Matched to your thesis, ticket size and the type of opportunity they prefer.
Our Institutional Investor Research Process
A clear six-step method from your first brief to a verified, ready-to-use investor list.
Define Requirements
We start with your industry, funding stage, target geography, raise size and ideal investor profile.
Investor Discovery
Our analysts search investment records, portfolios, networks and industry sources to find relevant institutional investors.
Research & Screening
Each candidate is researched in depth and screened against your requirements, and poor fits are removed.
Qualification
We confirm investment focus, stage, geography and recent activity to qualify every remaining record.
Data Verification
Decision makers, roles and business contact details are individually checked and validated.
Final Lead Delivery
You receive a clean, organised, outreach-ready list with a short research summary.
What We Research
Every record is researched across the data points that matter most when deciding who to approach.
Institution Type
Pension, endowment, foundation, insurer or asset manager.
Asset Allocation
Target allocations to private equity, venture and credit.
Geographic Focus
Regions and markets they allocate to.
Investment Programs
Fund commitments, direct and co-investment programs.
Typical Commitment Size
Common ticket sizes per commitment.
Previous Commitments
Recent fund and direct commitments.
Relevant Holdings
Managers and companies relevant to your strategy.
Institutional Investor Database
Each record in your database is structured with the same consistent fields, so it is easy to filter, prioritise and import into your CRM.
- Every record manually researched
- Verified business contact details
- Organised, CRM-ready spreadsheet
Institution Name
Institution name, type, website and AUM where available.
Investment Officer
CIO, investment director or private markets lead.
Location
Headquarters and regions allocated to.
Allocation Focus
Asset classes and strategies they back.
Commitment Size
Typical ticket size and structure.
Recent Activity
Recent commitments and co-investments.
Contact Information
Verified business email and LinkedIn profile.
Investor Qualification & Verification
Four checks every record passes before it reaches you.
Relevance Verification
Every record is checked against your industry, stage, geography and investment criteria.
Investment Activity
We confirm recent investing activity so your list is not filled with inactive investors.
Portfolio Validation
Portfolio companies are reviewed for fit and to flag potential competitor conflicts.
Contact & Data Verification
Names, roles and business emails are individually validated before delivery.
Who Needs Institutional Investor Research?
Built for anyone who needs a reliable, targeted list of institutional investors.
Fund Managers
Emerging and established managers raising LP capital.
Growth-Stage Companies
Companies raising large, later-stage rounds.
Pre-IPO Companies
Businesses seeking crossover and institutional capital.
Placement Agents
Agents building targeted LP lists for mandates.
Investment Bankers
Bankers who need institutional investor research.
Investment Advisors
Advisors supporting clients with capital raising.
Industries We Cover
We research institutional investors across a wide range of sectors.
Technology
SaaS
Healthcare
FinTech
E-commerce
Real Estate
AI & Machine Learning
And Other Industries
Why Use Professional Institutional Investor Research?
Professional research gives you a sharper list, in less time, with better outreach results.
Reduce Research Time
Skip weeks of manual searching and spreadsheets. We do the research for you.
Find Relevant Investors
Focus only on institutional investors that genuinely match your business.
Build Targeted Investor Lists
A curated list built around your round, not a generic database export.
Improve Outreach Preparation
Context on each investor helps you personalise every message.
Structured Investor Intelligence
Consistent, organised data that is easy to filter, prioritise and import.
Customized Investor Research
Combine any of these filters to build a list around your exact fundraising goals.
Industry-Based Research
Research focused on your sector and sub-sector.
Location-Based Research
Investors in specific cities, countries or regions.
Funding-Stage Research
Matched to your current round and stage.
Investment-Size Research
Filtered by typical cheque or deal size.
Portfolio-Based Research
Investors with portfolios similar to your company.
Research Deliverables
Everything you need to move from research to outreach.
Qualified Investor List
A curated list of institutional investors that match your criteria.
Investor Profiles
Background, focus and preferences for each investor.
Investment History
Recent investments that show current activity.
Contact Data
Verified decision-maker names, roles and business emails.
Portfolio Information
Relevant portfolio companies for each record.
Research Summary
Key findings and notes to help you prioritise outreach.
How Our Research Supports Your Fundraising
Good research is the foundation of a good raise. Our work gives you the structure and focus to run an efficient, targeted fundraising process.
Start Your Investor ResearchBuild an Investor Pipeline
Turn research into a structured pipeline you can work through round after round.
Prioritize Relevant Prospects
Rank investors by fit so you contact the strongest matches first.
Prepare Personalized Outreach
Use portfolio and background insights to tailor every message.
Organize Fundraising Research
Keep all investor intelligence in one clean, CRM-ready format.
Frequently Asked Questions
Institutional Investor Research is a manual research service where our analysts identify, screen and verify institutional investors that match your industry, stage, location and funding goals, then deliver them as a structured, outreach-ready list.
We combine public investment records, portfolio announcements, firm and program websites, professional networks and industry sources. Every candidate is reviewed by a researcher, not scraped automatically.
Yes. Every project is built around your sector, and we only include institutional investors with a demonstrated interest or track record in your industry.
Yes. We can focus on a specific city, country or region, or build a global list, with location clearly recorded for every record.
Each record includes the fields shown in the Institutional Investor Database section above, such as name, organisation, location, investment focus, portfolio and verified contact details, plus a research summary.
Yes. We filter institutional investors by the stages they actively support, from Pre-Seed and Seed through Series A, Growth and beyond.
Every record is checked for relevance, recent investment activity and portfolio accuracy, and business contact details are individually validated before delivery.
Build a Targeted Institutional Investor List
Share your industry, stage and target geography, and our analysts will build a verified, outreach-ready list of institutional investors for your raise.