Capital Raise Investor Screening Service

Discover Which Investors Are Most Likely To Invest In Your Opportunity

June 2026

Raising capital is not just about finding investors.

It is about finding the right investors.

Many fund managers, real estate sponsors, developers and alternative investment managers spend months approaching investors who were never likely to invest in the first place.

My Capital Raise Investor Screening Service helps solve this problem.

Using my proprietary investor databases, I analyze your opportunity and identify the investor categories, geographies and investor profiles most likely to align with your offering.

Whether you are raising capital for a real estate fund, private credit strategy, infrastructure project, mining opportunity, energy platform or alternative investment vehicle, my screening process helps identify where the strongest investor fit may exist.

What I Analyze

My investor databases include thousands of:

  • Family Offices
  • Investment Funds
  • Institutional Investors
  • Registered Investment Advisors (RIAs)
  • Wealth Managers
  • Sovereign Investors
  • Endowments
  • Foundations

Each opportunity is reviewed against investor mandates, sector preferences, geographic focus, investment themes and other relevant criteria.

What You Receive

Each Capital Raise Investor Screening includes:

  • Executive Summary
  • Investor Suitability Assessment
  • Investor Category Analysis
  • Geographic Recommendations
  • Key Findings
  • Strategic Observations
  • Supporting Excel-Based Screening Output

Investor Screening Lab

The following case studies demonstrate how I analyze capital raising opportunities using my proprietary investor databases. All opportunities have been anonymized for confidentiality purposes.

Why I Created This Service

Over the years I have built and maintained proprietary databases covering family offices, investment funds, institutional investors, wealth managers and other capital sources globally.

One of the most common questions I receive is:

“Which investors should I be targeting?”

The reality is that not every investor is suitable for every opportunity.

A mining company should not necessarily be approaching the same investors as a real estate fund.

A private credit strategy may require a completely different investor universe than an infrastructure project.

This service was created to help identify where the highest probability sources of capital may exist before significant time and resources are spent on investor outreach.

CASE STUDY 1

CONFIDENTIAL REAL ESTATE FUND

Net-Zero Real Estate Fund

Capital Raise

US$10 Million Preferred Equity Raise

Sector

Real Estate

Structure

Build-for-Rent / Value-Add Residential Strategy

Screening Universe

4,837 Global Family Offices

Objective

Identify family offices actively investing in:

  • Direct Real Estate
  • Joint Venture Real Estate
  • Value-Add Real Estate
  • Distressed Real Estate
  • Sustainable Development
  • Net-Zero Infrastructure

Key Findings

The analysis identified 1,530 Tier 1 family offices actively participating in direct, private or joint venture real estate strategies. Approximately 480 of these investors demonstrated a specific value-add, opportunistic or distressed real estate focus, representing the closest strategic alignment to the opportunity. Additionally, 227 investors displayed ESG or sustainability alignment consistent with the fund’s net-zero positioning.

Strategic Observation

The strongest investor fit was not driven by sustainability alone.

Instead, the highest-conviction targets were family offices already active in value-add and distressed real estate, with sustainability acting as a secondary differentiator rather than the primary investment thesis.

Screening Result

✓ 4,837 Family Offices Screened

✓ 1,530 Tier 1 Targets Identified

✓ 480 Value-Add / Distressed Real Estate Investors

✓ 227 ESG-Aligned Investors

✓ 962 Named Decision Makers Identified

Watch The Full Case Study Video Below

This video walks through:

  • The original opportunity
  • The screening methodology
  • The database analysis
  • AI-assisted review process
  • Key findings
  • Investor recommendations

See the Detailed Video of this Existing Screening

Need A Screening For Your Opportunity?

Optimize your capital raise by targeting the right investors. Submit your executive summary or pitch deck to receive a tailored analysis of your ideal investor categories. Custom screening ranges from $95 to $150, scaling with the number of global databases analyzed.

For this service contact Andrew Thomas via the Contact Form on the Home Page

June 2026