How Mountain Partners Built A Systematic Investor Outreach Engine

Dr. Cornelius Boersch needed to raise a €100M early-stage fund focused on emerging markets.

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The challenge? Reaching Ultra-High-Net-Worth Individuals who can write €1M-€10M checks when they're:

- Scattered across continents

- Bombarded with pitches daily

- Only taking meetings through warm introductions

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Traditional fundraising takes 18-24 months of relationship-building. Conny wanted systematic, data-driven outreach that could compress this timeline.

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He brought in AFFLUENT. The brief: Build a personalized outreach system to reach qualified LPs with researched, relevant messaging.

AFFLUENT built Mountain Partners a Personalized Outreach System for investor targeting:

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1. UHNWI & Family Office Mapping

We identified 2,000 qualified potential LPs:

- Net worth €50M+

- Active in VC/PE/alternative assets

- Geography: Europe, Middle East, Asia, North America

- Thesis alignment with emerging markets

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Data sources: Forbes, Bloomberg, regional wealth lists, LinkedIn, Crunchbase, board positions

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2. LP Fit Scoring

Created proprietary "LP Fit Score" (0-100) weighted by:

- Net worth (40%)

- Investment history in similar funds (30%)

- Geographic focus alignment (20%)

- Accessibility/warm intro paths (10%)

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3. Trained Specialist for Investor Outreach

AFFLUENT placed a specialist who:

- Researches each LP for 15 minutes (portfolio, recent investments, thesis)

- Writes 30 personalized messages daily

- References specific portfolio overlaps or shared interests

- Coordinates roadshow meetings by geography

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Example message:

"Hi [Name], I see you invested in [Portfolio Company] back in [Year]—impressive exit. Dr. Boersch has a similar emerging markets thesis with his India Fund.

He's in [City] next week meeting with [Mutual Connection]. Worth joining for dinner? Small group, 8-10 LPs, Michelin venue."

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4. Roadshow Coordination

The specialist coordinated multi-city LP meetings:

- London: 15 meetings in 3 days

- Dubai: 12 meetings + private dinner

- Singapore: 18 meetings over 4 days

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5. Trigger-Based Follow-Up

Monitored for LP triggers:

- Portfolio company exit (fresh capital to deploy)

- New fund announcement (actively deploying)

- Speaking at conference (warm intro opportunity)

System Performance (8 Months)

- 20% meeting rate with qualified LPs (vs 5-8% industry standard)

- 2,000 UHNWIs mapped with detailed scoring

- Multi-city roadshows executed across 7 countries

- 30 personalized LP messages sent daily

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Fundraising Outcome

€37M intermediate closing achieved (of €100M target fund)

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Before:

- Manual LP targeting

- Relationship-dependent fundraising

- 18-24 month timelines

- Inconsistent outreach

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After:

- Systematic LP targeting (2,000 scored contacts)

- Data-driven outreach

- 8 months to €37M

- Predictable meeting flow

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Mountain Partners now has a living database of LP contacts, scoring system, and repeatable outreach process for future funds.