Raise from Relationships, Not Cold Outreach
Every successful fundraise is built on relationships. Verata helps IR teams identify warm paths to institutional LPs, family offices, and UHNW individuals— accelerating your raise through relationship intelligence.
Firms using Verata report 2-3x higher meeting conversion rates during fundraises
The Fundraising Challenge Has Changed
LPs are more selective than ever. They have thousands of GPs competing for their attention. Cold outreach doesn't work. The firms that raise efficiently do so through warm relationships— but most IR teams can't see the relationships their firm already has.
“Do we have any paths to [target LP]?”
Asked before every important meeting, answered by guessing
“Which family offices should we be targeting?”
The fastest-growing LP segment is also the hardest to find
“Who can provide references for this prospect?”
Reference matching is done manually and inconsistently
“Are we covered with the consultants?”
Gatekeeper relationships are fragmented across the firm
Relationship Intelligence for Fundraising
Verata helps IR teams transform fundraising from a numbers game to a relationship-driven process.
Institutional LP Mapping
See every path from your firm to target allocators. Transform your fundraising from cold outreach to warm introductions.
- Map paths from partners, advisors, and LPs to target allocators
- Identify which relationships are strong enough for introductions
- See shared context that makes meetings easier to get
- Prioritize outreach by relationship strength and LP fit
“We had been trying to get in front of a top-tier endowment for two years. Verata showed us a path through a portfolio company CEO who sat on a board with their CIO. One introduction and we had the meeting.”
Head of Investor Relations
$3B AUM Firm
Family Office Discovery
Unlock the hidden LP universe. Family offices are the fastest-growing LP segment, but they're also the hardest to find and reach.
- Identify family office principals in your extended network
- Find paths through portfolio executives, advisors, and partners
- Discover UHNW individuals connected to your ecosystem
- Track family office investment preferences and capacity
“The family office functionality alone justified the investment. We discovered 40+ family office connections we didn't know existed in our network. That visibility opened up an entirely new LP channel.”
VP of Investor Relations
Growth Equity Firm
LP Reference Activation
Your existing LPs are your best salespeople. Activate reference relationships systematically to accelerate new commitments.
- Map which LPs know which target prospects
- Identify LPs willing to serve as references
- Coordinate reference conversations at the right time in the process
- Track which references drive the most conversions
“We used to scramble to find references at the last minute. Now we know exactly which LPs can speak to which prospects, and we activate them systematically. It's shortened our close cycle significantly.”
Director of Fundraising
Mid-Market Buyout
Consultant & Gatekeeper Relationships
Institutional allocators increasingly rely on consultants. Make sure you're covered when RFPs go out.
- See firm-wide relationships to PE consultants and OCIO providers
- Identify who has the strongest gatekeeper relationships
- Track consultant coverage by firm and individual
- Coordinate outreach to strengthen key relationships
The Fundraising Acceleration
IR teams using Verata report measurable improvements in fundraising efficiency.
2-3x
Meeting conversion rate
40%
More qualified LP meetings
3-6 mo
Faster fundraise timeline
50+
Family office paths discovered
“Our last raise closed 4 months faster than the previous fund. The difference? We knew exactly who to reach through which relationships. That visibility changed everything about how we approach fundraising.”
Head of Investor Relations, $2B AUM Firm
What IR Teams Are Saying
“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.”
Managing Partner
$4B AUM Firm
“Verata changed how we think about fundraising. It's not about having a bigger network—it's about seeing the network you already have and activating it systematically. That insight is transformative.”
Head of Investor Relations
Growth Equity Firm
“The meeting conversion rate tells the story. When we reach out through warm paths that Verata identified, we get meetings 3x more often than cold outreach. That efficiency compounds through the whole fundraise.”
VP of Fundraising
Mid-Market PE Firm
Accelerate Your Next Fundraise
See how Verata helps IR teams raise faster through systematic relationship activation.
45-minute demo • LP relationship mapping • Family office discovery
Frequently Asked Questions
Before any LP meeting, you can see the complete relationship context—who at your firm knows the allocator, what shared connections exist, what context might be relevant for the conversation. This preparation makes meetings more productive and increases conversion rates.
Yes. Search for any institutional LP—pension fund, endowment, foundation, fund of funds—and see every path from your firm to individuals at that organization. You can also see relationships to the consultants who advise them.
We identify family office principals and UHNW individuals in your extended network using proprietary data sources. You can search by geography, investment focus, or estimated capacity, then see paths to reach them through your existing relationships.
LP relationship data is encrypted, access-controlled, and available only to authorized users at your firm. We never share your LP relationships with competitors or use them to benefit other clients. Your fundraising intelligence stays yours.