In the evolving landscape of investment management, connecting the right General Partners (GPs) with suitable Limited Partners (LPs) is paramount for successful fundraising. LakeB2B’s “Fundraising for the Funds” solution offers a strategic approach to bridge this gap, leveraging data-driven insights, personalized outreach, and comprehensive market mapping.
LP and GP Outreach Strategies
- Database Utilization: LakeB2B’s extensive databases enable the identification and segmentation of LPs and GPs based on:
- Investment focus (e.g., AI, AgriTech, renewable energy, B2B, SaaS)
- Geographic location
- Recent investment activities
- Media and Public Records: Analyzing public filings, news articles, and investment reports provides insights into current allocations and preferences.
- Tailored Pitches: Develop customized pitches addressing the specific needs and priorities of each LP segment.
- Direct Engagement: For family offices and UHNWIs, emphasize bespoke investment strategies and offer one-on-one meetings to build trust and rapport.
- Conference Participation: Facilitate attendance and speaking opportunities at key industry conferences such as ILPA and SuperReturn to connect with potential LPs and GPs.
- Relationship Building: Use these events to establish relationships and gather insights on market trends and investor sentiments.
- Conference Participation: Implement robust CRM tools to track interactions, preferences, and engagement history with potential Implement robust CRM tools to track interactions, preferences, and engagement history with potential investors.
- Digital Platforms: Utilize secure digital platforms for communication, document sharing, and portfolio updates, ensuring transparency and efficiency.
Scheduling Calls
- Automated Scheduling Tools: Use tools like Calendly to manage availability and streamline the scheduling process.
- Preparation: Share relevant materials (e.g., pitch decks, investment summaries) in advance to ensure productive discussions.
- Reminders: Send timely reminders to confirm meetings and reduce no-shows.
- Follow-ups: Plan prompt follow-up meetings to maintain momentum and address any queries or concerns.
Mapping the Total Audience
- Comprehensive Mapping: Use LakeB2B and other databases to map the total addressable market, including:
- Family offices
- UHNWIs
- Recent investment activities
- Sovereign wealth funds
- Trend Analysis:Study market trends, recent fundraising successes, and investment patterns to identify potential investors.
- Market Sizing: Estimate the total addressable market size based on these insights to prioritize outreach efforts effectively
Co-Investment Opportunities via Champions Accelerator
- Aligned Investments: Collaborate with Champions Accelerator to identify and co-invest in firms seeking funding, ensuring alignment with LP interests.
- Shared Success: Leverage co-investment opportunities to build stronger relationships with LPs and demonstrate commitment to mutual success.
Measurable Metrics and Engagement Plan
- Yearly Contract: Establish a yearly engagement contract with clear milestones and deliverables.
- Quarterly Evaluation:
- Q1: Initiate outreach, schedule presentations, and gather feedback.
- Q2: Assess progress, refine strategies, and increase engagement activities.
- Q3 & Q4: Evaluate success metrics; if targets are met, only success fee-based model, eliminating the monthly retainer.
Q1 to Q4 growth Solution
Quarter 1: Foundation Building and Strategy Development
Objectives:
- Establish a comprehensive understanding of each fund’s unique value proposition and fundraising goals.
- Develop tailored outreach strategies targeting appropriate LPs and GPs.
Key Activities:
Fund Profiling:
- Conduct in-depth analysis of Capital Firms to understand their investment theses, track records, and target investor profiles.
Market Segmentation:
- Utilize LakeB2B’s databases to identify potential LPs and GPs, segmenting them by investment focus, geographic location, and investment history.
Outreach Strategy Development:
- Craft personalized messaging and value propositions for each identified segment.
- Design multi-channel outreach campaigns, including email, social media, and direct calls.
Metrics to Track:
- Number of potential LPs and GPs identified and segmented.
- Quality and relevance of outreach materials developed.
- Initial engagement rates from outreach efforts.
Quarter 2: Active Engagement and Relationship Building
Objectives:
- Initiate contact and build relationships with targeted LPs and GPs.
- Facilitate initial meetings and presentations to showcase fund opportunities.
Key Activities:
Outreach Execution:
- Deploy personalized outreach campaigns across selected channels.
- Conduct in-depth analysis of Capital Firms to understand their investment theses, track records, and target investor profiles.
Meeting Coordination:
- Schedule and conduct introductory meetings between fund managers and interested LPs/GPs.
- Provide support in preparing presentation materials and addressing investor queries.
Feedback Collection:
- Design multi-channel outreach campaigns, including email, social media, and direct calls.
Metrics to Track:
- Number of meetings scheduled and conducted.
- Conversion rate from outreach to meeting.
- Quality of feedback received and subsequent improvements made
Quarter 3: Deepening Engagement and Commitment Securing
Objectives:
- Advance discussions with interested LPs and GPs towards commitment.
- Address due diligence requirements and negotiate terms.
Key Activities:
Due Diligence Support:
- Assist in compiling necessary documentation and data for investor review.
- Coordinate responses to investor inquiries and concerns
Term Negotiation
- Facilitate discussions around investment terms, aligning expectations between fund managers and investors.
Pipeline Management:
- Maintain a detailed pipeline of investor interactions, tracking progress towards commitment.
Metrics to Track:
- Number of investors in advanced stages of discussion or started funding.
- Time taken to move investors from initial contact to commitment.
- Success rate in converting interested parties to committed investors.
Quarter 4: Finalizing Commitments and Strategy Evaluation
Objectives:
- Secure final commitments and close fundraising rounds.
- Evaluate the effectiveness of strategies employed and identify areas for improvement.
Key Activities:
Closing Processes:
- Finalize legal and financial documentation with committed investors.
- Ensure smooth transfer of funds and onboarding of investors.
Performance Review:
- Analyze the outcomes of fundraising efforts against initial goals.
- Gather feedback from fund managers and investors on the process.
Strategic Adjustments:
- Identify successful tactics and areas needing refinement
- Develop recommendations for future fundraising initiatives.
Metrics to Track:
- Total capital raised versus target.
- Upto 50% of target: 1% success feee
- >50% of target : 1.25% success fee
- >100% of target fund raised: 1.5% success fee
- Investor satisfaction and retention indicators.
- Efficiency metrics, such as cost per dollar raised.
Throughout each quarter, LakeB2B will maintain transparent communication, providing regular updates, insights, and strategic recommendations to ensure alignment and success in fundraising objectives.
By implementing this comprehensive strategy, LakeB2B aims to facilitate effective fundraising efforts, connecting the right LPs and GPs, and ensuring measurable success for all parties involved.
Running Fundraising Campaigns Across Real Estate, Fintech, and University Endowment Sectors
A growing number of organizations across real estate, fintech, and university fund sectors are running targeted fundraising campaigns. These campaigns leverage advanced LakeB2B data targeting, personalized messaging, and segmented outreach—often powered by data providers like LakeB2B—to maximize engagement and capital commitments.
Below is a some of the examples in each sector of hyper targeted named account outreach for agencies that we did.
Real Estate Fundraising Campaigns
- Real estate private equity funds
- Commercial real estate investment managers
- Real estate sponsors and developers
- Capital raising advisors and placement agents
Target Audience:
- Family Offices
- Ultra-High-Net-Worth Individuals (UHNWIs)
- Limited Partners (LPs) focused on commercial real estate
Real Estate Fundraising Campaign
Example 1
Family Office Targeting for Multifamily Real Estate Fund
**Subject:** Secure Access: 14% IRR in Core U.S. Multifamily Fund
**To:**
– Stiles Family Office
– Pontegadea (Amancio Ortega’s family office)
– Stonehage Fleming
– LGT Capital Partners
**Body:**
Dear [First Name],
Greystar Real Estate Partners is offering priority access to our Multifamily Value Fund III, targeting stabilized assets across growth corridors in the U.S. Sunbelt region.
IRR is projected at 14–15% with LPs such as Pontegadea and Stonehage already participating.
Would you like to review the deck and schedule a confidential briefing?
Best regards,
Managing Partner
Greystar Real Estate Partners
Example 2
Co-Investment Opportunity in European Logistics
**Subject:** Co-Invest Invitation: €15M EU Logistics Portfolio
**To:**
– Cheyne Capital
– Wates Group
– UBP Real Estate
– BNP Paribas Real Estate Investment Management (REIM)
**Body:**
Hello [First Name],
We’re opening a co-invest round for our €15M logistics platform focused on Tier-1 EU hubs. Stabilized NOI growth and favorable lease structures position this for long-term income protection.
Cheyne Capital and Wates Group have been granted initial data room access. If of interest, I’d be happy to share the IM and diligence calendar.
Warm regards,
Principal
Prologis Europe
Fintech Fundraising Campaigns
Who Runs These Campaigns
- Fintech venture capital funds (emerging and established)
- Fintech startups raising growth or expansion rounds
- Corporate venture arms and innovation funds
Target Audience
- Venture Capital LPs
- Strategic fintech angels
- Corporate innovation funds
Example 1
Seed Round for Embedded Payments Startup
**Subject:** $3M Seed – Backed by Cashfree & Plug and Play
**To:**
– Sequoia Capital India
– 500 Global
– Lightspeed Venture Partners
– Zeta
– Mastercard Start Path
**Body:**
Hi [First Name],
Rapyd is raising $3M seed for our embedded finance API platform powering B2B and D2C transactions across Southeast Asia.
Cashfree and Plug and Play have already participated, and we’re seeking LPs with strategic fintech experience.
Can I send the pitch deck and schedule a quick overview?
Regards,
Rapyd
Example 2
Series A for AI-Powered Credit Scoring Fintech
**Subject:** Finova-Backed AI Fintech Opens $10M Series A
**To:**
– Finova Capital
– Tiger Global
– SoftBank Vision Fund
**Body:**
Dear [First Name],
CredoLab has opened a $10M Series A round after scaling AI-based credit underwriting across 3 countries, now underwriting $100M/month.
Finova Capital has committed, and we’re seeking LPs aligned with AI-driven financial infrastructure.
Can I share the performance snapshot and round structure?
Thanks,
CredoLab
University Endowment and Philanthropic Fund Campaigns
Who Runs These Campaigns
- University advancement and endowment offices
- Education-focused foundations
- Hybrid ROI/philanthropic investment vehicles
Target Audience
- Endowment funds
- Education-focused foundations
- Mission-driven investors
Example 1
Legacy Endowment Drive for Alumni
**Subject:** Join the Stanford Legacy Circle – Endowment Matching in Effect
**To:**
– High-net-worth alumni
– Mission-driven donors
**Body:**
Dear [First Name],
Stanford University is launching the Legacy Circle, a $25M initiative with a 1:1 match from the Gates Foundation.
Funds support scholarships, faculty recruitment, and AI/health research. We’re reaching out to alumni like you to co-create enduring impact.
Would you be open to a short call with our Advancement Director this week?
With appreciation,
Office of Advancement
Stanford University
Example 2
Hybrid ROI + Philanthropic Alumni Vehicle
**Subject:** Invest in Impact – MIT Alumni Innovation Fund
**To:**
– Alumni entrepreneurs
– Education philanthropists
**Body:**
Hello [First Name],
We’re inviting a select group of MIT alumni to join a hybrid philanthropic + ROI vehicle supporting innovation in education, biotech, and climate.
Anchor support from the BrownTogether campaign has seeded $10M of the $40M target. We’d love to include your legacy.
May we share the prospectus and host a 20-minute call?
Warm regards,
Alumni Fundraising Office
MIT
Email Outreach That Converts: Try These Winning Templates
