For Fund Managers

Your competitive edge for targeting capital allocators

Discover, analyze, and connect with quality capital allocators on
one platform.

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How it Works

By collecting extensive information from allocators about their investment goals, our algorithmic matchmaking technology uses qualified data to match you with relevant leads. We call it self-driving cap intro.

Step 1

Apply To Join

We seamlessly review individual and company details before granting access to the platform. This ensures high-quality opportunities, privacy, and accurate data.

Step 2

Tell us your strategy

Tell us your story, about who you are, what your fundraising goals are, and why you are the best person to conduct your strategy given the current market.

Step 3

Market your funds

Upload your performance data and marketing materials directly into Context 365. Present your funds, connect with interested investors, and maintain control over how your information is shared.

Step 4

Discover matched opportunities

Our matching algorithm automatically surfaces allocators looking to invest in strategies like yours. You can browse, filter, analyze, and send messages or meeting requests.

Step 5


Video and voice calls take place directly on the platform via your desktop or mobile device without the need to download additional software. Once your meetings are confirmed, just open the app and join.

Upgrade your outreach

Context 365 hosts a unique network of top capital allocators in one platform and provides you with the tools you need to connect globally. Streamline your fundraising and save valuable time by reaching out to capital allocators who are most likely to invest in your fund. Effortlessly market your funds, conduct your outreach, filter and sort prospects, and take your meetings all in one platform.

Become a Member
allocated after meeting through Context
of allocators invest in managers met through Context
Meetings through Context
Allocator Alternative Portfolio Size
* Numbers are self-reported by members.


Explore investment connections through algorithmic matchmaking technology.

Discover new connections

Our unique algorithm matches relevant connections based on your profile preferences and activity. Maximize your time by "favoriting" connections, filtering, and sorting within the platform.


Create and promote roadshows in Context 365 by signaling to allocators about upcoming visits. Let potential allocators know where you will be and when by uploading your travel schedule and display your travel destinations on the in-app map.

Schedule Meetings

Our built-in calendar functionality allows for easy scheduling that works for both parties. Customize your availability within the platform to receive inbound meeting requests and synchronize your Context 365 meetings to your personal calendar.


Narrate your story with more than just numbers.

Tell your story and gain market visibility

Maximize visibility in the marketplace with a dedicated profile and upload your marketing materials. Committed to telling your story, Context 365 includes a description of you, your fund, and what makes you unique with each meeting request you send to allocators.

Market your strategy and performance data

Be discovered by capital allocators in their active searches by keeping your profile and performance up-to-date. By uploading your marketing materials and monthly performance, you can increase your presence in allocator searches.


Stay in touch and in the loop.

Direct message and send meeting requests

Start conversations or keep relationships moving forward by sharing updated fund information with allocators through the messaging center. Send attachments to share quantitative results and due diligence details before, during, and after meetings.

Meet virtually in one platform

Voice or video call with prospects from anywhere directly within the Context 365 meeting lobby. Share your screen and leverage all-in-one connection capabilities to introduce your strategy, have detailed discussions, or simply provide updates.

Real-time access anywhere, anytime

Whether from your desktop or mobile device, you can voice call or video call with prospects from anywhere directly within Context 365. Download our app for your tablet or mobile device to connect from anywhere, at any time.


Leverage accurate, real-time market intelligence to focus on your pipeline.

Context 365 - Fund managers in the alternative investment industry can track their investment pipeline.

Manage and track your activity

Context 365 allows you to efficiently compile your search results and favorite allocators for quick and easy navigation. Leverage the dashboard to track your pipeline and refer to individual profiles for a history of your outreach.

Data automation and actionable intelligence

Reduce the time and costs involved in raising funds with data automation. Add us to your distribution list, and through our data intake technology, Context 365 will automatically update your performance data on your profile.

Why Context 365?

Context 365 is dedicated to connecting you with quality allocators in the most efficient way possible. We believe that outstanding connections happen with a mix of high-quality data and algorithmic matchmaking. Our technology and team's combined expertise can help accelerate your productivity in investment searches or fund growth by giving you direct access to our alternative investment network, research, analytics, and reporting platform.

About Context 365

Ready to get your next allocation with Context 365?