Database of Qualified Institutional Investors

View Investment Preferences | Eliminate Prospecting| Easily Schedule Meetings

QUICKLY FIND ACCURATE CONTACT INFORMATION

SEE WHO INVESTS IN YOUR ASSET CLASS

CONTACTS ARE UPDATED DAILY

Draft is a database of qualified contacts of institutional investors with exact investment preferences so sales people can spend less time figuring out who to call on and more time selling.

Is Prospecting Crushing Your Sales People?

Do your sales people spend too much time researching who to call on?

Does it take too long to schedule a day of meetings?

Do you wish you knew the investment preferences of each allocator?

Does it frustrate you that you don’t have more meetings with investors?

Do your sales people know the correct analysts at RIAs, Banks, BDs & Consultants?

Do you feel you have adequate RIA penetration?

 Draft is a database that allows sales people to easily find the right analysts to call on…

So they can spend more time selling and less time prospecting. 

Draft works for all types of Investment Firms

LONG-ONLY EQUITIES

PRIVATE REAL ESTATE

LONG-ONLY FIXED INCOME

HEDGE FUNDS

PRIVATE EQUITY

ETFS

PRIVATE CREDIT

INFRASTRUCTURE FUNDS

Draft’s Qualified Accounts

0

RIAs

0

Endowments

0

Graystone Teams

0

Banks

0

Foundations

0

Insurance Co’s

0

Broker-Dealers

0

Family Offices

0

Hedge FOFs

0

Consultants

0

Public/Corps

0

OCIOs

Draft works for all Institutional Channels

RIAs/MFOs

FOUNDATIONS

BANKS

ENDOWMENTS

BROKER-DEALERS

PUBLIC & CORPORATE PENSIONS

CONSULTANTS

TAFT-HARTLEY FUNDS

We believe sales people should spend their time selling.

Which is why we have helped

over 40 asset managers

schedule thousands of meetings

that has resulted in over $20B raised

Draft is the tool that we have used.

What’s My Investment?

How much money is prospecting costing you annually? How much time does your team spend prospecting? Are your sales people frustrated that they cannot spend more time selling? How many opportunities are you missing because you didn’t know about the searches? Do you burn through sales people because you don’t have the resources to help them be successful? A lack of qualified contacts might be already costing you a lot.

How It Works

01

Book
a
Demo

02

Activate
Your
Account

03

Start Scheduling Meetings

Pricing

One User

$958

a month

Get access to DraftCRM for one year.

 

Two Users

$1,250

a month

Get access to DraftCRM for one year.

 

Three Users

$1,542

a month

Get access to DraftCRM for one year.

Have any questions?

Call our sales team (215) 805-6573 

Open Mon – Fri

8:00AM – 8:00PM EST

Need some help?

hello@draftcrm.com