For IR & Sales Teams

Turn Allocator Questions
Into Allocations

Every allocator meeting is a sales meeting. Pitch with the same analytics your prospects screen you on, and walk out with the next step agreed.

Request a Demo Claim 14 Day Free Trial
Data from: Bloomberg eVestment Morningstar Preqin Pitchbook HFR Cloud ODD

The Other Version of Your Fund

What their screen shows before the call

Snapshot
!

Rough quarter, investor call at 3pm. Which number will they open with?

What Their Screen Flags

Before your next call

✓Drawdown vs peer groupFlagged
✓Correlation shift, Q2Watch
✓Momentum factor driftExplain
✓Peer rank on SharpeQ2
150+
Institutions
1.5tn+
$ AuM Served
500k+
Funds
20+ yrs
Since 2005
See it before they do30-min demo on your own fund
→
What You Can Do

One Workflow From Question to Deck

The IR job is a sales job. This is the pitch kit.

10 PAGESAIYour layout
01

Question your fund through MCP, then turn the answers into your deck

Ask anything about your fund in plain English, then generate a 10 page PowerPoint on your fund in your own layout.

Play the 4 minute full walkthroughSee it work
Want these on your own fund? Book the 20 minute walkthrough or start the 14 day free trial.
Trusted by
Aberdeen Asset Management● AllianceBernstein● BNP Paribas● Bessemer Trust● Raiffeisen Capital Management● Unigestion● Lyxor Asset Management● Kedge Capital● Lumyna Investments● Progressive Capital● Aberdeen Asset Management● AllianceBernstein● BNP Paribas● Bessemer Trust● Raiffeisen Capital Management● Unigestion● Lyxor Asset Management● Kedge Capital● Lumyna Investments● Progressive Capital●
For IR & Sales

Sell With the Numbers
They Already Trust.

Question your fund through the MCP protocol, build the 10 page deck in your own layout, and walk into every meeting with the allocator’s own analytics behind your pitch.

The Allocator’s View of Your Fund
Same methodology, same peer groups, same rankings your investors see. No surprises left.
Answer Anything, Live
Know what their screen flags, drawdowns vs peers, correlation shifts, factor drift, before the call is booked.
A 10 Page Deck in Your Layout
Peer and factor context built into quarterly letters, DDQ responses and automated, branded fact sheets.
Request a Demo Explore Automated Reporting

True Alpha vs Market Factors

Factor decomposition

Mkt
0.62
Value
0.38
Size
−0.24
Mom
0.52
Qual
0.44
Alpha
+4.1%
Prepare the next call14 day free trial, no card, no obligation
→
150+
Institutional Clients
Worldwide
$1.5tn+
AuM Managed by
Our Clients
500k+
Funds in Our
Database
20+
Years of Excellence
Since 2005
Request a Demo

See What Your Investors See
Before They Ask

Request a personalised demo, or claim your 14 day free trial and view your fund from the allocator’s side. No card details, no obligation.

  • Your fund inside the allocator’s view: peer group, ranking, factors
  • The flags their screens raise, surfaced before the call
  • Peer and factor context for letters and DDQ responses
  • Automated, white-labelled fact sheets and reports
  • 14 day free trial available, no card, no obligation
Hedgeweek Best Risk Management Software: voted by clients 4 years running
Data integrations include:
Bloomberg eVestment Morningstar Preqin Pitchbook HFR

Book Your Demo

Complete the form and we'll respond within one business day. Want the 14 day free trial instead? Just say so in your message and we will set it up.