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Know which advisers can actually allocate to your raise — before you pick up the phone.
Of the SEC-registered adviser universe (27,000+ firms), 97% are external allocators or hybrids — the addressable cohort that deploys client capital into outside Reg D deals. The remaining ~770 are internal capital firms that structurally cannot allocate to a sponsor's raise. Most prospect lists conflate these two cohorts and waste outreach on the unaddressable side.
SERA Investor Intelligence filters out the unaddressable, ranks the rest by composite fit for your specific raise, and delivers a fresh list every Monday with full contact data, IAPD profiles, and AI deployment assessments.
Core ($199/mo) — The starter list. 750+ active external allocators ranked by deployment fit. Phone, address, IAPD profile, and AI relevance assessment per allocator. Outreach tracker pre-populated with the top 30 priority targets. Competitive landscape covering every active Reg D filing this period.
Pro ($399/mo) — Walk into every call already informed. Everything in Core, plus fund-level detail per allocator: AUM, minimums, 3(c)(1) vs 3(c)(7) exemption types, master/feeder status, and structure preferences. Plus sector deployment patterns showing where each allocator concentrates capital.
Institutional ($499/mo) — The capital strategy backbone. Everything in Pro, plus the full external allocator universe for prospecting beyond this period, verified email contacts on the top tier (multi-signal-verified websites and name-aligned executive emails), and Market Trends with filing momentum and sector rotation analysis.
Weekly delivery every Monday. Excel format. Every report is yours permanently. Cancel anytime, keep everything.
Know which advisers can actually allocate to your raise — before you pick up the phone.
Of the SEC-registered adviser universe (27,000+ firms), 97% are external allocators or hybrids — the addressable cohort that deploys client capital into outside Reg D deals. The remaining ~770 are internal capital firms that structurally cannot allocate to a sponsor's raise. Most prospect lists conflate these two cohorts and waste outreach on the unaddressable side.
SERA Investor Intelligence filters out the unaddressable, ranks the rest by composite fit for your specific raise, and delivers a fresh list every Monday with full contact data, IAPD profiles, and AI deployment assessments.
Core ($199/mo) — The starter list. 750+ active external allocators ranked by deployment fit. Phone, address, IAPD profile, and AI relevance assessment per allocator. Outreach tracker pre-populated with the top 30 priority targets. Competitive landscape covering every active Reg D filing this period.
Pro ($399/mo) — Walk into every call already informed. Everything in Core, plus fund-level detail per allocator: AUM, minimums, 3(c)(1) vs 3(c)(7) exemption types, master/feeder status, and structure preferences. Plus sector deployment patterns showing where each allocator concentrates capital.
Institutional ($499/mo) — The capital strategy backbone. Everything in Pro, plus the full external allocator universe for prospecting beyond this period, verified email contacts on the top tier (multi-signal-verified websites and name-aligned executive emails), and Market Trends with filing momentum and sector rotation analysis.
Weekly delivery every Monday. Excel format. Every report is yours permanently. Cancel anytime, keep everything.
