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.
INVESTOR IQ SAMPLE
Learn about our approach
Investor IQ contains a curated list of institutional investors who have been active in the past quarter 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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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