Raise from Relationships, Not Cold Outreach
Verata helps IR teams identify warm paths to institutional allocators, family offices, and ultra-high-net-worth individuals—turning cold fundraising into warm conversations.
Trusted by IR teams at leading PE firms including 3 of the top 10
You're Starting Every Raise from Scratch
Each fundraise feels like you're rebuilding your LP pipeline from zero. You know relationships exist within your firm that could unlock allocator conversations—but finding them is manual and incomplete.
- ?“Which allocators can we actually reach through warm introductions?”
- ?“Who in our firm knows people at target LPs?”
- ?“How do we break into family offices and UHNW networks?”
- ?“Are we leveraging LP-to-LP introductions effectively?”
The firms that raise efficiently don't have larger networks—they can see and activate their networks more systematically.
Relationship Intelligence for Investor Relations
Verata helps IR teams identify warm paths to capital allocators and systematically build LP relationships.
Institutional Allocator Mapping
Every pension fund is one relationship away. The largest institutional allocators receive thousands of pitch requests every year. They take meetings through relationships—introductions from trusted contacts and connections through their professional networks.
- Public pension funds, corporate pension funds, endowments and foundations
- Sovereign wealth funds, insurance company general accounts
- Fund of funds, consultants and gatekeepers
- Total connections across your firm's network for each allocator
- Paths to CIOs, portfolio managers, and PE allocation teams
- Relationship type, strength, and recency tracking
“Our last raise, we identified warm paths to 80% of our target LPs through Verata. Our meeting conversion rate was 3x our historical average. The time-to-close was cut by months.”
Head of Investor Relations
$2B AUM Firm
Family Office and UHNW Identification
The hidden LP universe, unlocked. Family offices and ultra-high-net-worth individuals collectively control trillions in investable assets. Many actively invest in private equity. But they're nearly invisible through traditional channels.
- Successful entrepreneurs in your network (and their family offices)
- Multi-generational wealth families connected to partners or portfolio companies
- Executives at family offices with firm relationships
- Wealth advisors and private bankers in your network (pathway to their clients)
- Direct relationships with family principals prioritized
“Family offices were always a black box for us. Verata showed us we had connections to dozens of them through portfolio company executives and partner networks. We added $150M in family office commitments to our last fund.”
VP of Investor Relations
Growth Equity Firm
Re-Up and Reference Cultivation
Your best LPs are your best advocates. Existing LPs are the foundation of every successful fundraise—both for re-ups and for references.
- All firm touchpoints with each LP (not just IR team)
- Portfolio company connections (LP's operating companies, board relationships)
- Personnel changes at LP organizations (new CIO, team turnover)
- Network expansion opportunities (who at the LP knows whom at your firm)
- Reference activation and tracking across firm
Consultant and Gatekeeper Mapping
Consultants open doors. Relationships open consultants. Institutional investors increasingly rely on consultants and gatekeepers for manager selection.
- Global consulting firms (Cambridge, Mercer, Aksia, etc.)
- Regional and specialized consultants
- OCIO providers and placement agents
- Coverage team identification (who covers PE, who covers your strategy)
- Relationship history and touchpoints
Traditional vs. Verata Approach
| Use Case | Traditional Approach | Verata Approach |
|---|---|---|
| LP pipeline development | Manual research, cold outreach | Systematic warm path identification |
| Family office access | Near-impossible without relationships | Network-based discovery and introduction |
| Meeting conversion | Low single-digit cold conversion | 3-5x higher with warm paths |
| Reference cultivation | Reactive, ad hoc | Systematic relationship mapping |
| Consultant relationships | IR team contacts only | Firm-wide relationship identification |
What IR Professionals Are Saying
“Verata changed how we approach fundraising. Instead of starting cold, we now lead with relationships. Our meeting conversion rate has tripled, and we're reaching allocators we never could have reached before.”
Director of Investor Relations
$3B AUM Firm
“The family office functionality alone justified the investment. We had no idea how many family office connections existed in our extended network. That visibility has opened up an entirely new LP channel.”
Head of Investor Relations
Growth Equity Firm
“We used to spend months trying to get meetings with top-tier allocators. Now we identify the warm paths, make the right asks, and we're in the door. Last raise was our fastest ever.”
VP of Investor Relations
Mid-Market Buyout
Raise from Relationships
See how Verata helps IR teams identify warm paths to target LPs and raise more efficiently.
30-minute demo • See paths to your target LPs • No commitment
Frequently Asked Questions
Beyond identifying warm paths, Verata shows you the full context of each relationship—who knows whom, through what shared experience, how recently they've interacted. This helps you prepare for meetings with the right talking points and relationship context.
Verata complements your LP CRM by adding the relationship layer. You can see all firm touchpoints with an LP (not just IR), identify relationship expansion opportunities, and track relationship development over time. Many IR teams use both systems together.
We take data security seriously. LP relationship data is encrypted, access-controlled, and never shared across clients. Your firm's LP relationships are visible only to your authorized users.
Yes. You can export LP lists, import target lists, and integrate with your existing CRM for coordinated relationship tracking.