Data-led sourcing: Investor IQ

Targeted asset owner sourcing, with a data-led approach.

Investor IQ is an advanced AI tool designed to connect you with relevant asset owners, making your lead generation time shorter and more cost efficient.

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Why INVESTOR IQ

Phenix Capital Group leverages its unique positioning in the market as a leading provider of impact funds data and strong marketing and events business to continuously collect impact investing market intelligence that is processed to provide actionable leads for impact funds.

INTRODUCTION TO INVESTOR IQ

DATA COLLECTION & MONITORING (1)

 

INVESTOR IQ PROCESS

Phenix Capital Group constantly monitors the market of funds launched, institutional investors’ allocations (impact investors), and individual investors’ interests. 

Investor IQ leverages this data, including 3200+ contacts across 1,500+ organisations and 70 countries, to match it with the key fundraising criteria of our impact fund clients.

After defining the scope, we identify a Peer Group of similar funds. Criteria could be, for example, "climate and energy funds" in "Private Equity" located in "Europe" of "300 million euro size".

From that moment, the fund manager will receive a periodic report containing a list of active impact investors, capital flows and trends that fit their target.

UNIQUE POSITIONING & COLLABORATIVE APPROACH

 

Utilising our unique positioning in the market and years of experience, we identify:

  • LP interest across asset classes, SDG’s, region(s) targeted, strategy preference and more.
  • Peer Group of similar funds in a collaborative process.
  • The client’s ideal investor type (e.g. Family Office, Pension Funds, etc).
  • An exclusion list.

 

 

 

INVESTOR IQ SAMPLE

Learn about our approach

Investor IQ contains a curated list of institutional investors who have been recently active in the same asset class, region, and SDG. The list outlines the investor’s personal details as well as the location and type of their organisation. All data is constantly monitored to ensure the latest trends are reflected.

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Impact Report covers (2)-1

 

Exposure to investors

We offer fund managers the possibility of capitalising on our multiple business lines, increasing their visibility in the market, by collaborating with Phenix Capital Group in the co-creation of:

  • Case studies
  • Interviews
  • Reports
  • Webinars

 

Get in touch

Don’t hesitate to connect with us if you have questions about how to lever up your fundraising process and optimize your fundraising efforts. Let us reveal the impact universe for your fund and implement the plan that will skyrocket your fundraising results. 

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