Frequently Asked Questions

There are 3 types of meetings that are facilitated by Context 365:

(1) Online meetings can be set up at anytime and taken from any device.
(2) Roadshow meetings are in-person meetings where two parties coordinate a location and meeting time.
(3) Summit meetings are in-person events (e.g. Context Summits Miami) where participants use Context 365 to set up a series of back to back meetings over the course of a few days.

Fund Managers can send one meeting request per quarter to all Allocators on the platform that they match with.

No software is needed to join meetings. After logging into Context 365, go to the Meeting Lobby to set up your camera & audio before joining the call. If you don't have a camera, you can call in with the provided phone number.

For example, if Bill is located in New York City, and Jane is in Los Angelos, and they schedule a meeting for 12 PM ET, the meeting will show in Jane's calendar as 9 AM PT.

You can add other people from your company who are registered in Context 365 to the meeting at anytime.

You cannot: send a meeting link to an outside party send a meeting link to someone at your company who is not registered in Context 365 host a meeting with more than two companies. If you'd like to add someone from your company who isn't registered, contact help@context365.com and we can create an account for them.

Every meeting has a unique call-in number you can use if you don't have a camera.

Yes! When meetings are set up, they are typically scheduled for 30 or 60 minutes. However, Context 365 never kicks you out of the call—simply stay on the line.

Yes! Participants can share their screens and upload attachments via the chat.

After entering the Meeting Lobby you can adjust any of your video & audio settings before joining the call.

There are two plan options for fund managers: List Your Fund for Free and Context 365 Pro.

Free is for managers who want to list their fund in our database and see if there's allocator interest. Context 365 Pro is for fund managers who want to conduct outbound outreach to allocators they match with.

There is one plan for allocators: Pro.

Fund Mangers can list their fund for free in the Context 365 database so Allocators can discover them in their active searches. If an Allocator sends a message or meeting request, the Fund Manager can upgrade to Starter to see the message and accept the meeting. The Free plan is designed for fund managers to see if there's interest in their fund before committing to a plan.

The Pro plan is for Fund Managers who are actively capital raising. In addition to everything in the Free & Starter plans, Fund Managers can actively search, discover, and send meeting requests to Capital Allocators they match with.

The Pro plan for Allocators are for investors who are actively searching for funds

Yes, you can upgrade any time and your plan will be pro-rated. However, if you switch to a lower plan you will not receive a refund.

We accept all major credit cards, ACH, wire, and check. Please note that credit cards are accepted with a 3% surcharge.

There are no set-up fees. Each plan comes with a custom onboarding tour with someone on our team to show you the ropes and answer any of your questions. We'll ensure that you get the most out of the Context 365 platform.

If you want to market more than 2 funds, contact our sales team to discuss our Premium plan options.

In most cases, Context takes steps to evaluate the status of investors before gaining access to 365. Such steps may include one or more of the following: vetting calls, background research, receiving references, and manager feedback. Investor status is self-reported, but ultimately the fund managers assume all risks and responsibilities regarding the determination as to whether an investor meets a fund's eligibility requirements.

Apply to join as an allocator →

No, Context 365 was designed with your privacy and busy schedule in mind. Our matchmaking algorithm dictates which managers and how often they can reach out to you. Only your top matches will be able to reach out based on a brief investment preferences questionnaire you complete during onboarding, and your matchmaking threshold. Additionally, you can turn off incoming requests altogether and reach out to fund managers at your own pace.

On the dashboard, you can view your active funds. Additionally, you can see if your return data is out of date and needs to be updated. To add another fund, click "+ Add New Fund."

Add as much information as you can and choose a projected inception date. We’ll generate a narrative tear sheet for you and we’ll show performance metrics once you upload performance after the fund has launched.

Matchmaking is Context’s proprietary sorting and ranking algorithm for connecting managers and allocators. Currently, allocator preferences are used to compute how well a fund is a potential fit to meet with an allocator. On 365, the score governs some interaction between allocators and managers to ensure that time is spent efficiently.

In the future, matchmaking will incorporate history of user actions such as meetings, profile views, and searches to become more responsive to user needs.

Context 365 utilizes bank-level security all data is end to end encrypted while in transit and at rest. Additionally, every account has two-factor authentication (2FA) and requires a unique access code upon login.

The only way to join the meeting is through the platform which is secured by 2FA. Links cannot be shared or scraped by outside participants.

Context 365 does not record meetings and does not provide technology enabling the recording of meetings.