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How to Manage Your Investor Distribution List?

In our industry, the typical distribution list is around 500 to 1,000 names and we have seen as high as 3,500 in the alternatives world. We spend a tremendous amount of time accumulating data and sending those contacts data.

But have you ever considered how devastating it would be if someone leaked valuable information? Investor distribution lists are something we rarely clean on a regular basis and take time to ensure that they are secure. Managing your distribution list potentially could and probably will help your business be more secure from information leakage and update and discover new investor prospects.

Why is it important to clean your distribution list

  • Keep track of investors, referrals, and prospects.

  • Protect and secure information.

  • Keep up to date status of each contact and outreach strategy per contact persona.

How to clean your distribution list

  • Check and remove bounced emails.

  • Remove or re-enroll idle, unrecognizable, or unengaged contacts.

  • Tag each contact. I always say “you have to do the work” and the first time will be painful but it will get easier with each clean-up.

  • Create a set of questions to ask regarding each contact.

Sample of questions to ask on each contact?

  • Existing investors or not investors? And if investors, can they add on?

  • Potential investors or not investors?

  • If not an investor, do they provide a network for investor introductions?

  • What stage is the investor in the sales cycle?

If you would like to learn more about how to think about your distribution list contact us at or schedule a call.


About PrimeAlpha

PrimeAlpha is today’s leading technology platform for alternative investment opportunities founded in 2015. We generate connections and help investors discover differentiated opportunities.

PrimeAlpha was developed by industry practitioners as a cutting-edge technology platform to help managers and investors discover and network. Like many great solutions, PrimeAlpha was born from the pain points faced by both managers and allocators in the investment life-cycle and marketing and IR process. Today, PrimeAlpha optimizes ROI-driven solutions emphasizing engagement and efficiency through a technology-enabled yet high-touch platform.

If you want to learn more reach out to us at

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This article (the “Article”) is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to purchase any investment or any securities. This Article does not constitute investment advice and is not intended to be relied upon as the basis for an investment decision, and is not, and should not be assumed to be, complete. Readers should make their own investigations and evaluations of the information contained herein. The information contained herein does not take into account the particular investment objectives or financial circumstances of any specific person or entity who may receive it. Each reader should consult its own attorney, business adviser and tax adviser as to legal, business, tax and related matters concerning the information contained herein.  Except where otherwise indicated herein, the information provided herein is based on matters as they exist as of the date of preparation and not as of any future date and will not be updated or otherwise revised to reflect information that subsequently becomes available, or circumstances existing or changes occurring after the date of preparation. Certain information contained in this Article constitutes “forward-looking statements,” which can be identified by the use of forward-looking terminology such as “may,” “will,” “should,” “expect,” “anticipate,”  “target,” “project,” “estimate,” “intend,” “continue” or “believe,” or the negatives thereof or other variations thereon or comparable terminology. Due to various risks and uncertainties, actual events or results may differ materially from those reflected or contemplated in such forward-looking statements. Readers should not rely on these forward-looking statements.  Certain information reflects subjective determinations which may prove to be incorrect. There can be no assurance that the estimates or projections will be accurate or that historical trends will continue. In considering the prior performance information contained herein, readers should bear in mind past performance is not necessarily indicative of future results. All rights reserved. The material may not be reproduced or distributed, in whole or in part, without the prior written permission of PrimeAlpha LLC. 

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