Investor Book.
Your deals and investors in one private record. Contacts, mandates, sector preferences and participation history, kept in one place instead of across inboxes and spreadsheets.
Your Investor Book
- Global resources fundResources · placements · $5–40m · 2 contacts
- Small-cap specialistSmall-cap · placements · $1–20m · 1 contact
- Family officeTechnology · placements, SPPs · $2–15m · 3 contacts
- Domestic long-only fundMulti-sector · SPPs, rights · $1–10m · 2 contacts
- Resources hedge fundResources · placements · A$10m+ · 1 contact
- Healthcare specialist fundHealthcare · placements · $5–25m · 2 contacts
One record per investor, kept by your firm.
Every contact, mandate, sector preference and past participation sits on the investor's record, so the whole deal team searches the same book instead of each other's inboxes.
Matched to each raise, with the reason shown.
Investors are scored against the deal's sector, size, structure and stage using their mandates and participation history. The list is a starting point; your team chooses who to call.
- Reasons, not just scores. Each match shows why the investor fits, so a quick read is enough to judge it.
- Coverage you can see. Top-20 and substantial holders not yet contacted are flagged before the book opens.
- Your call list. Add, remove and prioritise investors; the book records who was called and when.
Mandate fit · Sunvale placement
- Global resources fund92Resources mandate · took your last two resources placements
- Small-cap specialist84Sector and size inside mandate · not yet contacted
- Domestic long-only fund77Top-20 holder · participated in the 2025 SPP
- Family office63Size fits · sector outside stated mandate
- Resources hedge fund41Below minimum parcel · flag for a call
Scores are a starting point · your team decides who to call · demo data
Built for the deal team.
Four things the Investor Book keeps in one place.
Deal pipeline
Every live and past raise with its stage, timetable and key dates, visible to the whole deal team.
Investor records
Contacts, mandates, sector preferences and participation history in one record per investor.
Matched to each raise
Scored against sector, size, structure and stage, with the reason shown beside every match.
Private to your firm
Each firm's Investor Book is private to that firm and is never shared with other advisers.
Bring your investor book into one place.
Request demoThe Investor Book records and matches; it does not place bids, give advice or make allocation decisions. Issuer and investors shown are fictional.