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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 info@primealpha.com or schedule a call.

About PrimeAlpha

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

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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 info@primealpha.com.

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