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Screenshots

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Details

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AllocatorBase Main Features

• Pipeline View
  Displays a prioritized list of contacts based on scores and fit.
• Proven Results
  Built on the process that successfully raised $6.1 billion for clients.
• CRM Integration
  Works directly inside HubSpot and Salesforce without extra fees.
• Mandate Alignment
  Shows how well each contact's mandate matches your fundraising goals.
• Deployment Signals
  Provides signals indicating when contacts are actively interested.
• Probability Scoring
  Scores contacts on how likely they are to engage, helping prioritize outreach.
• Made for Fundraising
  Provides the right data and tools for asset fundraising efforts.
• No Seat-Based Pricing
  Costs a flat fee per month, not by the number of users.
• Large Contact Database
  Contains over 125,000 SEC-verified contacts across more than 35,000 firms.
• Prevents Duplicate Data
  Avoids creating duplicate contacts when importing data.
• User-Friendly Dashboard
  Shows clear scores and suggestions on your CRM screen for easy use.
• Built for Asset Managers
  Designed for firms raising between $100 million and $5 billion.
• Profiles Sourced from SEC
  Uses actual data from SEC sources for accurate information.
• Scores on Three Dimensions
  Every contact has three scores to help decide who to call first.
• Supports Workflow Automation
  Works within your CRM to help automate your outreach process.

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Verified Badge

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AllocatorBase Alternatives

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Technologies Used

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