Virtual Placement Tool: Investor IQ

Fundraising capital with a data-tailored solution.

Investor IQ is a virtual placement tool, focused on supporting impact funds to raise capital efficiently and accurately. 

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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

How does Investor IQ work

 

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.

PEER GROUP METHODOLOGY

INPUT
The Phenix algorithm is fed by multiple data sources (both internal and external), ranging from investors’ past commitments to current interests in specific themes/asset classes.  

DATA PROCESSING
The peer group construction is a key aspect of the Investor IQ services, in which with the client we identify similar funds and/or features to monitor (e.g. impact themes, asset classes and geographies).

OUTPUT
The algorithm returns a curated list of active investors in the same sector & highlights in the last period.*

*Quarterly, by default - customizable according to the manager’s fundraising needs.

Phenix_IQ_Deck

 

 

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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Phenix_IQ_Deck - exposure

 

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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