Institutional Investor Database Upgrade


Our Exhaustive Institutional Investor / LP Database is finally here.

Over 101 Trillion Dollars in AUM.

Exhaustive Institutional Investor Database (EIID)

EIID data was compiled by our team from scratch.

This is entirely New/Unique data for August 2024- none of this LP/Investor intelligence is recycled, shuffled, or repurposed.

We have never offered this product before.

The culmination of over two years of work.

This is the largest and most comprehensive instant download Institutional Investor / LP database available in the world.

If you received our free sample Institutional Investor / LP list from Linkedin, you'll find this upgrade to be light-years more valuable in terms of scale, scope, coverage, and correspondence options.

Here is how EIID stacks up against the free giveaway version:

• 10X Larger: Over 20,714+ Discrete Records with 548,596 data points.
Includes All Phone Numbers (Primary & Secondary): 17,145+ Phone Numbers
Includes All Validated/Scored E-Mail Addresses (Primary & Secondary) : 26,587+ Email Addresses
Includes All Linkedin Addresses (Corporate + Individual): 33,421+ Linkedin Addresses
• 11X more Description / Investing Thesis Data

• Top 1500 Largest AUM LP/Investor Quick Reference Designations
Significant Pension Fund (27X upgrade) and Endowment Data (9X upgrade) Intelligence Enhancement
2X Data Granularity Upgrade
• Expanded Decision Maker
Scope/Titles
• 2X Number of Key Personnel Per Record

EIID Focus:

Approximately 75% of EIID is U.S. based while 25% is international.

The EIID database is comprised of:

• Largest Pension Funds / Retirement Funds
• Largest University Endowments
• Largest Asset Management and Wealth Management Firms
• Largest Commercial Banks
• Largest Insurance Companies
• Mutual Funds
• Investment Banks
• Hedge Funds
• Sovereign Wealth Funds (SWFs)
• Real Estate Investment Trusts (REITs)
• Exchange Traded Funds (ETFs)
• Foundation Trusts

Here are the key personnel you will find within the database:

• Chief Executive Officer (CEO)
• Chief Investment Officer (CIO)
• Portfolio Manager
• Investment Director / Director of Investments
• Endowment Fund Manager
• Chief Financial Officer (CFO)
• Chief Risk Officer
• President
• Head of Risk Management
• Founder
• Partner
• Founding Partner
• General Partner
• Portfolio Director
• Wealth Manager
• Asset Manager
• Fund Manager
• Investment Manager
• Chairman
• Senior Investment Manager
• Director of Private Equity
• Managing Partner
• Head of Asset Management
• Chief Strategy Officer
• Head of Alternative Investments
• Head of Fixed Income
• Head of Equities
• Chief Operating Officer (COO)
• Operations Manager
• Fund Supervisor
• Fund Administrator
• Fund Controller
• Investment Committee Chair
• Investment Committee
• Chief Investment Strategy Officer
• Board of Trustees
• Board of Directors
• Chancellor
• University President

Here are database samples to download / peruse:

3 EIID SAMPLE FILES

And here is a screenshot of a very small portion of the database:

EIID Highlights:

• Heavy Emphasis on Identifying the Optimal Institutional Investor / LP Decision Makers
• Exceptionally Broad Coverage of All Institutional Investor / LP Flavors
• Multiple Communication/Relationship Building Channels (Phone, E-Mail, Linkedin, other Social)
• Instant Download of the Entire Database
• Detailed Investor / LP Descriptions & Investing Theses
• More Key Personnel Intel per LP / Investor

You can purchase the full instant download EIID for $1,495 here (valid until midnight August 8th):

EIID DISCOUNT CODE (this code MUST be entered in the Stripe order page): EIIDDIS805

Buy EIID Now

(LP Bundle) Exhaustive Institutional Investor Database + Comprehensive Family Office Database

Our A.I. Infused Family Office Database (AIFO) makes the perfect LP complement to EIID with:

• More than 21,112 unique Family Office records
• More than 819,664 Discrete Cells of Family Office Intelligence
• Over 12,000 Validated Family Office E-Mail addresses

Exhaustive A.I. Infused Family Office Database (AIFO) with Validated E-Mail Addresses

We've built the first exhaustive A.I. driven 2024 database of both United States (approximately 60%) and International (approximately 40%) based Family Offices.

Our tactic and intention in creating this database was shock and awe (capturing the MAXIMUM number of Family Offices) alongside precision (the HIGHEST LEVEL of DETAIL per record).

AIFO Contains:

• 1 Excel File

• 21,000+ Unique FO listings (each FO may have multiple contacts)

• 39,000+ Total FO Records/Contacts

• 65+ Columns of Granular FO intel

--> Single Family Offices (SFOs)
--> Family Business Conglomerates (FBC)
--> Multi-Family Offices (MFOs)
--> Private Wealth Management Entities (PWME)
--> Virtual Family Offices (VFOs)
--> Embedded Family Offices (EFOs)
​--> External FO Service Providers (Attorneys, Banks, Accountants that are Linked to FOs) ​
​--> FO Support / External Connectors

• 819,664 Discrete Cells of FO Intelligence

• All 2024 A.I. captured records include VALIDATED EMAIL ADDRESSES (approximately 12,000+ validated email addresses and 22,000+ unvalidated addresses for a total of 34,179 email addresses)

• This database is MAMMOTH - approximately 15X the size of other competing Family Office compilations

AIFO Data Quality: The A.I. "gets it right" a significant amount of the time, but there are also incidents of misses or "hiccups." Overall our aim was to get 60%+ accuracy levels in aggregate. If you are looking for 100% data accuracy, do not purchase this product.

Remember, a substantial portion of Family Offices are hidden, which makes the task of compiling this data particularly challenging.

• The AIFO database also includes our: Raising Capital From Family Offices Guide

Successfully raising capital through Family Offices is undoubtedly challenging.

To fulfill funding goals, one must operate through the collaborative lens of congruence, reciprocity, and alignment.

Family Office executives are experienced. They can sniff out inconsistencies.

Having a systematized and strategic fundraising gameplan is essential in creating uniform positioning and fostering trust.

Here's what's included in the FO Capital Raise Blueprint:

• Intel from over 115+ Capital Raisers whose sole focus is on fundraising from Family Offices
• Learn how to rapidly expand your network of Family Office Contacts on Linkedin
• Learn how maximize the value of Warm Introductions (even without a large network)
• The most successful Family Office Cold E-Mail Tactics & Strategies ​
​• The most successful Family Office Linkedin Connection & DM messaging ​
​• The most successful Family Office Twitter Connection & DM messaging
• How to navigate and master the Family Office Negotiation Ecosystem​
​• How to optimize your chances of getting funded using our Family Office Investor Database
• How to successfully Cold-Call Family Offices with no pre-existing relationship
• Family Office Cold-Call Scripts
• Family Office Pre-Call Checklists
• Learn How Congruent Positioning can be used to Secure a Family Office Investor

The key in determining whether you'll find the AIFO database valuable is by thoroughly examining our excel database samples, which can be found here:

5 AIFO SAMPLE FILES

And here is a screen capture of a very small portion of the AIFO database:

The AIFO Database is Full Instant Download - you get all 36,000+ records upon order completion.

FAQ: How is AIFO different from our previous Family Office database products?

• Over 15X the amount of intel granularity vs. previous databases | 65+ columns of intelligence
• 12,000+ Validated E-Mail Addresses (Tested May 2024)
• Detailed A.I. Enriched FO Descriptions
• Thousands upon thousands of new Family Office contacts (websites, Linkedin addresses, key personnel)

Summary of LP Bundle Contents:

• Exhaustive Institutional Investor Database (EIID) : 20,000+ Records
• Comprehensive Family Office Database (AIFO) : 36,000+ Records
• The Ultimate Guide to Raising Capital : 80+ Files


You can purchase the full instant download LP Bundle for $2,995 here (valid until midnight August 8th):

LP Bundle DISCOUNT CODE (this code MUST be entered in the Stripe order page): LPDISC805

Buy LP Bundle Now

Remember, the discounts mentioned above expire at midnight U.S. Eastern Time (August 8th, 2024).

Cheers,
Brian Ortiz | CEO Falcon Scaling
optimize@falconscaling.com
​https://www.linkedin.com/in/brianvortiz​
124,700+ Linkedin Followers
PH. 646.389.3259 | www.FalconScaling.com

Falcon Scaling

Enhancing Decision Making for Investors, Finance Professionals, Founders, and Fund Managers

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Our Exhaustive Institutional Investor / LP Database is finally here.Over 101 Trillion Dollars in AUM. Exhaustive Institutional Investor Database (EIID)EIID data was compiled by our team from scratch. This is entirely New/Unique data for August 2024- none of this LP/Investor intelligence is recycled, shuffled, or repurposed. We have never offered this product before.The culmination of over two years of work.This is the largest and most comprehensive instant download Institutional Investor / LP...