Context 365 instantly matches capital allocators with alternative investment managers.
Optimize your deal flow by simplifying discovery, analysis, scheduling, and sourcing high quality leads. We provide you with all of the necessary tools and give you the power to streamline your investment connections. Together, we make finding the right investments private, efficient, and accessible from anywhere in the world. We call it
self-driving cap intro.
Encounter leads that may not fit your strategies or that lack quality contact details
Inefficient time spent on setting up calls and scheduling in-person meetings
Struggle with managing tools and spreadsheets that weren't built for finding investment partners
Dealing with mass inflow of unsolicited emails, calls, and texts
Waste time with outdated contact information or performance data
Costly travel to meet with capital allocators and fund managers
Reliance on third-party marketers or pricey cap intro firms to make connections
Discover quality leads in one place
Take the pain out of investment sourcing and deal management
Utilize one platform for lead management, matchmaking, messaging, video calls, and CRM
Spend more time on fruitful conversations and actual investments — not all the hassle that comes with it
Meet virtually from anywhere through in-app video or voice calling
Leverage our Context Concierge to provide assistance or guidance while using the platform
We believe that outstanding connections happen with a mix of high-quality data and algorithmic matchmaking. Our combined technology and team's expertise can help accelerate your productivity in your investment searches or fund growth by giving you direct access to our allocator and fund manager network, research, analytics, and reporting platform.
Request a DemoWe understand time is your most precious commodity. Our robust technology platform provides transparency and maximizes your use of time. Custom search and filter for specific investment criteria, compare profiles and review advanced analytics. Discover and connect on your terms.
Fund managers and capital allocators have the opportunity to network virtually and develop meaningful long-term relationships needed to drive success and grow revenue. As a member of the Context 365 community, stay in constant contact with current relationships, or discover new connections 24/7.
Innovative technology and algorithmic matchmaking lead to unparalleled results with a maximized ROI on time and investment.
Family Offices
Multi-family Offices
Fund of Funds
Institutional Investors
Investment Consultants & Placement Agents
Independent Asset Managers
Sovereign Wealth Funds
RIA
High Net Worth Individuals
Hedge Funds
Commodity Trading Advisors
Private Equity Funds
Fixed Income Funds
Private Debt
Private Credit
Direct Lending
Crypto Funds
Volatility Funds
Investment Banks
Prime Brokerage Firms
Law Firms
Alternative Data Providers
Accounting & Audit Firms
Rating Agencies
Fintech & Software Firms
Media & Associations
Custodians / Fund Administrators
Join thousands of capital allocators and fund managers using Context 365.
Become a MemberGet a personalized walk through of Context 365 from a friendly member of our team.
Request a Demo