Return on Investment
How investor intelligence pays for itself
Revenue Protection
Prevent 1 Churned LP
Avg commitment at risk: $15M
If management fee = 1.5% → $225K/year saved
Revenue Growth
Capture 1 Expansion
Avg expansion opportunity: $8M additional
At 1.5% fee → $120K/year new revenue
Time Savings
Save 2–3 Hours / Principal / Week
3 principals × 2.5 hrs × 48 weeks = 360 hours/year
Redirected from manual triage to high-value conversations
How It Pays for Itself
With 120–200 investor relationships, even small improvements in retention and expansion create outsized returns. Preventing one churned LP and capturing one expansion generates $345K in annual fee revenue. The time savings alone — eliminating manual CRM triage, relationship scoring spreadsheets, and weekly pipeline prep — frees your team to spend those hours where they matter: on the phone with investors.