• PRODUCT Introducing Context365
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Context365 Allocator Features

The Context365 comprehensive platform enables allocators to source, connect, monitor, rank, track, and save funds. Its sophisticated matching algorithm empowers users to filter and connect with a diverse network of talented managers that meet investment criteria.

For Allocators For Fund Managers
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365: One-Stop Shop & Data Hub

Our centralized platform contains:

  • Statistical information
  • Standardized historical performance data
  • Diverse, outperforming managers
  • Private virtual meeting rooms, making it a one-stop shop.
Our discretionary platform allows allocators to issue mandates whilst maintaining anonymity and supports outreach to fund managers when ready for a meeting/introduction.

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Key Attributes for Allocators:

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Matchmaking score provides measured compatibility & efficient partnering with funds

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Locate diverse fund strategies & vehicle types

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Control profile visibility to managers

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Alerts as new managers onboard that fit specific mandates

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Meaningful connections with funds and allocator peers

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Personalized preferences for notifications

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Conversations & meetings archived in one place

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Standardized tear sheets and performance updates

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Comprehensive platform to source, connect, & monitor

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Meet face to face virtually anytime

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Complimentary access for qualified investors

Context365 Manager Features

Investors and funds successfully facilitate capital introduction at Context Summits, evidenced by the $46 billion in reported allocations that flowed to funds at Context365 events over the past 2 years. Now, with Context365’s online deal matchmaking platform, these powerful allocation opportunities can take place year round, in an instant, empowering investors to take control of their manager search.

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Key Attributes for Fund Managers:

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Algorithmic matchmaking between managers and funds

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Automated tear sheets & performance updates

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Virtual roadshows & due diligence meetings

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Showcases strategy & funds, 365 days a year

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Build meaningful connections with allocators

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Receive notifications of investor interest

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Meet directly with investors on one central platform

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Save time by tracking & archiving discussions in one location

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Virtual face-to-face meetings anytime

Context365 Platform Offering

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Context365 Mandates

Context365 Mandates allow fund allocators to discreetly submit and review investment mandates and reach out for introductions when ready.

  • Step by step guide for inputting anonymous mandates
  • Added filters help narrow your search, honing in on niche markets or specific asset management profiles.
  • Enhanced profile page that lists of all mandates for allocators to review

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Enhanced Profiles

Customized templates to uncover new opportunities catering to private equity and venture capital firms. Added triggers and data points allow allocators to discover PE/VC opportunities that fit investment strategy

  • Refined searches and microdata provides an accurate matchmaking score.

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Context365 Live

Allows for an array of meetings and events inside of the Context365 platform such as interactive roundtable discussions, live streams, and messaging powered by our platform

  • Customized options offer clear visibility of profile
  • Brings the community to life by hosting real-time roundtable discussions and virtual events.

As Featured In
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