Mapping the entire market has always been a challenge for us. However, by leveraging Fundpath, we’ve been able to do so efficiently and effectively – unlocking a wealth of new opportunities to grow our assets under management.

Leveraging the Fundpath dataset, we were able to identify and invite a highly targeted group of attendees to our recent event. Fundpath has acted as an extension of the sales team allowing us to contact only the most relevant individuals – contributing directly to the event’s success and the quality of conversations that took place. In addition, we have been able to target individual clients for one to one meetings with specific searches, which has led to genuine pipeline.

We’re a small team with limited time, so achieving full market coverage was nearly impossible. However, since we started using Fundpath, our efficiency in targeting investors has transformed. We now identify more opportunities, much faster and more effectively.

Fundpath gives me a real-time look into my team’s pipeline and the opportunities they’re focusing on. It’s incredibly valuable to have clear visibility into the market and understand where to direct their time. This level of insight completely changes how I approach managing sales targets and overall business goals.

We love what Fundpath is doing and genuinely find the data service easy to use and insightful. As a boutique asset manager Fundpath has been instrumental for Kennox in enabling our sales & marketing effort. Fundpath has enabled us to have reach way beyond our resource, honing in on the relevant fund-buying individuals at the right time. It ensures meaningful engagement for both parties and saves a great deal of time and cost.

We’ve seen a significant increase in the number of relevant attendees at our regional events since using Fundpath to aggregate the individuals we target. The ability to create strong and accurate contact lists for events is invaluable, and Fundpath have been instrumental in helping to formulate these.

Fundpath fits a gap which asset management distribution has struggled to fill for the past 30 years.

I’m just astounded by it. A firm came up, and I’m thinking, there’s no way I would have ever found this firm otherwise. It’s just incredible.

It’s doing everything that I expected it to do. And it’s definitely useful, I recently made a £12 million sale directly on the back of lead generation from Fundpath.

It’s very user friendly. All the information is really helpful; being able to see where fund buyers are planning to allocate, and what people do and don’t want to talk about.

It creates a whole different level of professionalism.

Having recently joined a global asset manager having an accurate and up to date database covering the entirety of the UK market has been invaluable and allowed me to contact prospects from day one across the UK and Ireland and not just London. Having incorporated the platform as part of my daily workflow it allows me to catch opportunities that would otherwise be missed and have more impactful and insightful conversations with my clients. I now have a comprehensive understanding of their business before we engage, which significantly strengthens my credibility and fosters deeper, more meaningful connections that have the potential to lead to new business faster and more efficiently.