Frequently Asked Questions

How can we help you?

Getting Started

+ What is Context 365?

Context 365 connects members of the alternative investment community anywhere, anytime, and on any device.

Learn what Context 365 does for Capital Allocators →
Learn what Context 365 does for Fund Managers →

+ How many Allocators are on the platform?

At launch, there are over 750 unique allocators.

+ How do I log in?

+ How many Fund Managers are on the platform?

At launch, there will be over 1000 unique funds.

+ How can I get help?

If you need help, send us an email to If you're an allocator, you can reach investor relations directly at If you're a fund manager, you can reach our manager success team directly at

+ Is there an app?

Yes! We have both an iOS and Android app which include all the major features from the desktop experience—from discovering other members, viewing profiles, sending messages, and taking meetings.


+ What type of meetings are there?

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.

+ How many meeting requests can I send?

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

+ Do I have to download software to take meetings?

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.

+ What happens if two attendees from the same company are in different time zones?

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.

+ Can I add someone to my meeting?

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 and we can create an account for them.

+ What if I don't have a camera?

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

+ Can meetings be longer than 30 minutes?

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.

+ Can I share my screen?

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

+ How can I set up my audio and video?

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


+ What plans are there?

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.

+ How does the free plan work?

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.

+ How does the Pro plan work?

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

+ Can I switch plans any time?

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.

+ What payment methods do you take?

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

+ Are there any set-up fees?

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.

+ What if I want to market more than 2 funds?

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


+ How can I become an member on Context 365?

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 →

+ Can every fund manager reach out to me?

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.

Fund Managers

+ How do I edit or add a fund?

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."

+ I'm a new fund. What happens is I don't have returns?

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.


+ What is matchmaking?

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.


+ Will my data be private and safe?

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.

+ Is it possible for someone to get my meeting link and gain access to the meeting?

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.

+ Will my meetings be recorded?

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