New solutions,
new opportunities
Our platform
Through our award-winning investor intelligence platform, we have rigorously mapped more than 12,000 active alternative investors around the globe, including 4,000 Family Offices.
We continuously surface investor intelligence: drawing from an array of public sources, from our proprietary relationships, from every investor engagement touchpoint and every digital footprint as well as the feedback loops and network effect of our client base.
Unique Interface
Our investor intelligence portal is built by fundraisers, for fundraisers. It is visual, simple, yet highly targeted and granular in nature.
Precision filters
Filter on factors that match your fund criteria to instantly reveal those investors best matched to your campaign.
Expedited workflow
Prepare for key meetings, plan and manage virtual roadshows and classify targets across geographies and investor segments. Request updates, initiate deep dives and download virtual business cards. Our platform is your campaign hub and constantly evolving reference point.
Comprehensive investor profiles
We map organisational history, portfolio objectives, asset allocation preferences, constraints, focus, decision-making process and key contacts. Truly understand the needs of your clients and prospects at a granular level in a rapidly evolving environment.
Our solutions
Investor research is an essential aspect of contemporary asset raising. The more granular the data, and the easier it is to digest and analyse, the more accurately you can target only those investors where there is a genuine mutual interest – making your fund sales and marketing efforts more efficient and effective.
Our clients subscribe annually to the service. These can be at an individual or enterprise level depending upon your requirement. All subscriptions include ongoing technical and strategic support.
CLIENT SCENARIO: INTELLIGENCE
Our client is an established UK asset manager with an AUM in excess of £500 billion. Access to our Investor Intelligence portal has enabled a strategically important, in-house, multi-strategy hedge fund to build a targeted campaign – executed by a vast generalist sales team. This has enabled them to better focus resources where it matters most.
Our expert advisory team is an extension of your strategic resources. We aggregate demand and survey at scale to better inform key product and distribution decisions. We deliver consultative reports to better inform investor segment behaviour or geographic opportunity. We accelerate and create momentum by introducing strategic investors and partners.
We provide valuable expert counsel on a project-by-project or retainer basis.
CLIENT SCENARIO: ADVISORY
Our client is one of the world’s largest global asset managers. We have collaborated on an extensive global Family Office survey, interview round, and much publicised report – helping to deepen relationships and further embed our client in the Family Office ecosystem.
For clients seeking to outsource asset raising activity – funds, co-investments or direct deals – we deliver bespoke data-driven campaigns utilising our investor intelligence platform.
Once identified, we drive high quality client content to targeted investors and precisely track engagement – enabling us to re-focus resources from the speculative to those most promising opportunities.
We identify strategic or cornerstone investors. We introduce new relationships and nurture existing ones. We accelerate due diligence and improve investor outcomes. Our fees are aligned with your success.
CLIENT SCENARIO: PLACEMENT
Our client is a leading West Coast based quantitative strategies boutique with a 30-year track record and an AUM of over $16B. Having recently launched a Global Diversified Macro Fund, they outsourced the EMEA Family Office distribution to Juniper Place.
Our solutions
Investor research is an essential aspect of contemporary asset raising. The more granular the data, and the easier it is to digest and analyse, the more accurately you can target only those investors where there is a genuine mutual interest – making your fund sales and marketing efforts more efficient and effective.
Our clients subscribe annually to the service. These can be at an individual or enterprise level depending upon your requirement. All subscriptions include ongoing technical and strategic support.
CLIENT SCENARIO: INTELLIGENCE
Our client is an established UK asset manager with an AUM in excess of £500 billion. Access to our Investor Intelligence portal has enabled a strategically important, in-house, multi-strategy hedge fund to build a targeted campaign – executed by a vast generalist sales team. This has enabled them to better focus resources where it matters most.
Our expert advisory team is an extension of your strategic resources. We aggregate demand and survey at scale to better inform key product and distribution decisions. We deliver consultative reports to better inform investor segment behaviour or geographic opportunity. We accelerate and create momentum by introducing strategic investors and partners.
We provide valuable expert counsel on a project-by-project or retainer basis.
CLIENT SCENARIO: ADVISORY
Our client is one of the world’s largest global asset managers. We have collaborated on an extensive global Family Office survey, interview round, and much publicised report – helping to deepen relationships and further embed our client in the Family Office ecosystem.
For clients seeking to outsource asset raising activity – funds, co-investments or direct deals – we deliver bespoke data-driven campaigns utilising our investor intelligence platform.
Once identified, we drive high quality client content to targeted investors and precisely track engagement – enabling us to re-focus resources from the speculative to those most promising opportunities.
We identify strategic or cornerstone investors. We introduce new relationships and nurture existing ones. We accelerate due diligence and improve investor outcomes. Our fees are aligned with your success.
CLIENT SCENARIO: PLACEMENT
Our client is a leading West Coast based quantitative strategies boutique with a 30-year track record and an AUM of over $16B. Having recently launched a Global Diversified Macro Fund, they outsourced the EMEA Family Office distribution to Juniper Place.
Family Offices
Family Offices are in high demand. They are innovators, unconstrained by liquidity needs or over-institutionalised processes. They are risk-seeking, opportunistic and decisive, but they are also opaque and highly selective.
Family Offices have always been a central component of our relationships and intelligence. We offer bespoke Family Office investor intelligence, advisory and placement services.