Fundraising &
Finding Buyers
Save time, money, and precious resources with a SWFI® Subscription. Users can
leverage granular financial and investment data when identifying potential targets. In
addition, you can prioritize which investors to pursue and tailor your pitch to their goals
and objectives. This can be achieved by our reliable intelligence and deep insights into
investor preferences, allocations, mandates, deal history, and commitments.
Target the right investors
Unearth scores of new institutional investors. Users can view detailed
information on institutional investors and other entities – including
asset allocation data, organizational details, ownership information,
RFPs and mandates, transactions, fund commitments, and investment
preferences. In a matter of seconds, one can see which real estate
properties or companies are being acquired by asset owners or which
funds are receiving fund mandates and commitments. Build lists of
targets based on their asset allocation, manager lineup, and
consultants. Users can then quickly access the right contacts and
access to email addresses and phone numbers. SWFI researchers
cover all types of asset classes including traditional strategies, private
equity and real estate commitments, and even aircraft leasing deals.
Beat the competition to new
business opportunities. Be the first
to learn about recent or anticipated
fund launches and stand out to
potential new clients with detailed
information on their past funds,
performance, relationships, and
strategies. Keep a close eye on
market and competitor activity by
tracking recent fund closures, peers’
client wins and losses, and investor
commitments.
Industry
Intelligence
Compatibility123456With a SWFI® Subscription, you can get 24/7 coverage of what you need to know if you
work with institutional investors. Alerts and newsletters inform you on what is going in
a world of trillions of dollars moving around globally.
Identify themes & trends
Recognize global, regional, and local trends
being adopted by institutional investors. Get
timely intelligence and briefings on asset
owners. Detect potential legislation and
policies that could affect the investment
landscape.
Rankings
Where does your firm rank? SWFI tracks, categorizes, and ranks
investors, banks, and other entities by a wide range of
measures including asset size and assets under management.
Get access to extensive coverage and a deep history on asset
owners. Access, filter, and export the largest institutional
investors by ranking, type, and more.
Due Diligence
and KYC
Compatibility123456 Due diligence is not just about making money, it’s about finding the right partner or
counterparty. Can you risk doing business with a sanctioned entity or do a deal with a
fake company? Furthermore, can you risk doing business with a high risk financial
entity?
In moments, vet potential entities
Evaluate investor and other entities’ financials, ownership information, and documents. The SWFI® Subscription
allows users the ability to determine what opportunities to pursue and who to work with based on the big picture,
not a snapshot.
Asset Owner Intelligence
and Data Flow
Uncover insights at every step of the allocation process and bring comprehensive data
and industry leading analysis into your workflow. Segment and cull lists of institutional
investors globally by asset size, country, and type. Track fund flows and asset
allocation data over a period of time.
Business Development
and Networking
Not only do professionals use SWFI.com for raising money. Some users include
service providers and law firms. Find growing companies, discerning investors and
new industries for sourcing targets all while growing your business faster than you
ever could with a basic list of leads.
Filter, sort, and download people data based of field such as job title, company type,
and location.
Network to find unique opportunities
Enhance your network with access to professionals plus see the deals they ve done, companies they ve worked for
and more. SWFI® people data is a must have data set for industry professionals.
Deal Trends and
Sourcing
Explore, discover, and track where sovereign funds, pensions, family offices and other
entities are allocating their billions. The transaction database enables you the
opportunity to search a global library of historical direct transactions and fund
commitment data. Our timely, accurate intelligence can help you quickly identify
themes, trends, and targets.
Find opportunities that align with your strategy
Search for investment or acquisition
targets based on the attributes that
matter most to you or your client.
Create and develop target lists
After you’ve run your search, SWFI provides a list of promising
opportunities you can use to maintain your investment
pipeline. You can also activate alerts for specific changes
you’re interested in knowing about across that subset of
companies. Intuitively zero in on potential buyers with a guided
buyers list based on your preferences. Search for strategic
acquirers and financial sponsors using data on their previous
investments, available dry powder, fund performance or other
criteria. Use up to date contact information to connect with
executives, fund managers or lead partners on specific deals to
get in touch with the right people.
Investor
Benchmarking
How well is your fund performing against your peers? SWFI tracks annual returns, as
well as asset class returns for some global asset owner
.svg){kind=small}
.svg){kind=small}
.svg){kind=small}