AllocIntel

Fresh allocator intelligence. Ready when the market moves.

Search confirmed profiles, see meaningful changes, and turn current intelligence into focused outreach.

Continuously enriched and confirmed so you can work from a clearer picture of the market.

AllocIntel product dashboard with profiles, lists, recent updates, and saved searches
Actual AllocIntel product shown with representative demo data
Leadership moves
Mandate changes
Strategy updates
Professional context
New allocator profiles
Forum intelligence

Static directories create stale decisions.

Allocation decisions move with people. Roles change, teams reorganize, and priorities shift while old contact lists quietly lose their value.

AllocIntel keeps profiles, professional context, and meaningful developments together. It then helps you notice the moments worth acting on.

Intelligence that keeps its context.

Follow one connected workflow from the first question to a better-timed conversation.

Choose a workflow stage

Search the way the work calls for.

Ask AI to translate a research question into visible criteria, or browse profiles directly with precise filters. Both paths lead to results you can understand and refine.

AllocIntel workflow preview42 matching organizations
Actual AllocIntel search page showing Ask AI, precise filters, and matching organizations
Ask AllocIntel
US allocators with more than $10B in assets

Freshness you can see and use.

AllocIntel is designed to make the quality of the intelligence legible, not hide it behind a database count.

01Current

Profiles keep pace with the market.

Organizations, roles, professional backgrounds, and relevant developments are continually enriched so research starts from a current view.

Confirmed todayLeadership and organization context refreshed
02Confirmed

Useful changes are clear, not buried.

Confirmation signals and readable change context make it easier to understand what moved before you decide how to respond.

Change confirmedRole, organization, and professional history aligned
03Actionable

The next step stays connected to the signal.

Alerts, relationship context, and follow-ups turn fresh intelligence into better-timed conversations instead of another static record.

Opportunity surfacedRelevant people and next action kept together

Built around the way you use intelligence.

Expand the perspective closest to your work to see the research and relationship outcomes it supports.

Build a better path to aligned capital.

Move from a broad allocator universe to the institutions and people that fit your strategy, then stay close to the changes that create a reason to reach out.

  • Find allocators by mandate, strategy, geography, and scale
  • See current professional context before outreach
  • Recognize warmer paths into priority relationships
Explore fundraising workflows

See the intelligence behind the decision.

Move between research, confirmed context, and the signals that make a conversation timely.

AllocIntel product search with both Ask AI and standard organization filters
Actual AllocIntel product shown with representative demo data

FAQs

How does AllocIntel stay useful as the market changes?

Profiles are continually enriched, meaningful changes are confirmed, and the people and organizations affected stay connected to the surrounding context.

Can colleagues see my lists and notes?

No. Lists, saved research, private notes, follow-ups, and alerts belong to your workspace.

How do I get access?

Submit a request with your work email and firm details. The Markets Group team reviews each request and approved members sign in with a magic link.

What does it cost?

Pricing depends on team size and coverage. Contact sales to discuss the right access for your team.

Built for focused market coverage

Work from a clearer picture of the market.

Bring current profiles, market changes, private research, and the next conversation into one connected intelligence workflow.

  • Confirmed context
  • Flexible research
  • Private team workflows
Request access