INVESTOR TARGETING INTELLIGENCE

Institutional targeting is still manual: a junior analyst building screens in spreadsheets from stale shareholder data. Funds screen hundreds of names in hours, and companies that cannot be matched quickly to a mandate never make the roadshow short list.

Actors

  • VP Investor Relations
  • CEO
  • CFO

Systems / Vendors

  • S&P Capital IQ
  • Share registry (Computershare)
  • CRM (Salesforce)

Business Question

"Which fifty funds in the world should actually own our story, and who moves first?"

What SPoG Does

  • Screens global institutional, generalist and specialist funds against commodity, jurisdiction, stage and market-cap profile.
  • Replaces static peer lists with a continuously refreshed, ranked target list.
  • Matches each target to mandate and thesis so outreach starts warm.

Outcome Metrics

3–5x

Addressable qualified targets

Live

Ranked target list

−80%

Manual list-building