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Case Study 02

An Advisor Sources
the Deal.

A placement agent needs to identify the right investors for a new fund raise. Lucio screens the universe of qualified buyers while Clara handles the outreach — turning a weeks-long pipeline build into a structured, automated workflow.

Step by Step

From screening
to first call.

Two agents work in tandem: Lucio identifies who to talk to, Clara makes it happen.

STEP 01
Lucio Screens the Investor Universe

Lucio analyses the fund's strategy, geography, and minimum ticket size against a database of qualified institutional and accredited investors. Each prospect is scored by allocation fit, sector preference, and investment horizon.

Lucio Lucio — Investment Team
STEP 02
Fit Scoring & Prioritisation

Every investor receives a composite fit score based on historical allocations, known mandate constraints, and relationship history. The pipeline is ranked from highest to lowest probability of commitment.

Lucio Lucio — Investment Team
STEP 03
Clara Sends Personalised Outreach

Clara generates tailored outreach messages for each investor segment via Telegram and email. Messaging adapts to the investor's profile, referencing relevant fund characteristics and past interactions.

Clara Clara — Operations
STEP 04
Clara Books Introductory Calls

Interested investors are routed to a scheduling flow. Clara coordinates availability, sends calendar invites, and prepares a briefing packet for the advisor before each call. Every touchpoint is logged in the CRM.

Clara Clara — Operations
Impact

Precision over volume.

10x
Faster pipeline build
92%
Outreach response rate
2
AI agents coordinated
0
Manual data entry steps
Get Started

Ready to source
smarter?

Let AI handle the screening. You handle the relationships.

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