Bridging the gap between you and allocators
Our dedicated team collaborates closely with clients to forge meaningful connections and elevate engagement with prospective LPs. Our comprehensive institutional investor coverage spans a diverse range of entities, including endowments and foundations, family offices, fund of funds, outsourced CIOs, registered investment advisors, and seed/strategic investors.
FOR MANAGERS
Think of us as an extension of your team
How We Work
Our core mission is to facilitate impactful introductions by leveraging our extensive network of investors. We maintain active relationships with allocators, staying informed on their portfolio preferences and latest mandates, so our clients can target high-quality investors ready to deploy capital. By bridging the gap between you and key decision makers, we enhance your visibility and help you achieve your fundraising goals with efficiency.
We partner with funds across all asset classes, spanning a variety of strategies, AUM sizes, sectors, and geographies. By taking the time to understand the unique attributes of your fund, we ensure alignment with investors who are genuinely interested in your value proposition.
what we offer
As a team, we work together to carefully curate introductions to pre-qualified Institutional Investors and Capital Allocators with mandates that match your unique offering.
Targeted Introductions
Regular Communication
Active Engagement with LPs
Fund Visibility
Secure Meetings Across the US
Fund Marketing Support
We prioritize regular and open communication through scheduled calls and ongoing updates. This continuous dialogue allows us to adapt our strategies in real-time, ensuring that our efforts are always aligned with your evolving needs.
Regular Communication
Active Engagement with LPs
Fund Visibility
Secure Meetings Across the US
Marketing Support
Targeted Introductions
Marketing Support
Together, with Oakpoint Advisors, we have an investor network of 3,500+ LPs.
We stay actively involved on all aspects of current investment mandates, allowing us to strategically position your fund in front of allocators who are actively seeking new opportunities in your specific area of expertise.
Targeted Introductions
Regular Communication
Active Engagement with LPs
Fund Visibility
Secure Meetings Across the US
Marketing Support
Marketing Support
To further boost your firm’s visibility, we feature funds in our widely distributed weekly e-newsletter, which reaches a broad network of institutional investors. This marketing effort may result in reverse inquiries from LPs requesting marketing materials, an introduction, or meeting. Peter Tarrant created this e-newsletter over a decade ago. We find it to be effective in capturing new potential leads as well as reinforcing your presence with existing prospects.
Targeted Introductions
Regular Communication
Active Engagement with LPs
Fund Visibility
Marketing Support
Secure Meetings Across the US
Marketing Support
We understand that nothing can replace an in-person meeting when building a relationship with a new allocator. We offer assistance in securing meetings ahead of your travel in the US and help you prepare for your meeting.
Targeted Introductions
Regular Communication
Active Engagement with LPs
Secure Meetings Across the US
Fund Visibility
Marketing Support
Our team members have extensive experience managing marketing strategies in-house at various funds. We will be your advisor on marketing and communications strategies including CRM best practices, email marketing strategies, social marketing strategies, presentation coaching, marketing material feedback, conference strategy, and more. After we make the initial introduction to an investor, we want to ensure you are set up for success for the remainder of the fundraising process.
Targeted Introductions
Regular Communication
Active Engagement with LPs
Marketing Support
Secure Meetings Across the US
Fund Visibility
what we offer
Targeted Introductions
Regular Communication
Active Engagement with LPs
Secure Meetings Across the US
Fund Marketing Support
As a team, we work together to carefully curate introductions to pre-qualified Institutional Investors and Capital Allocators with mandates that match your unique offering.
Fund Visibility
Targeted Introductions
Regular Communication
Active Engagement with LPs
Secure Meetings Across the US
Marketing Support
We prioritize regular and open communication through scheduled calls and ongoing updates. This continuous dialogue allows us to adapt our strategies in real-time, ensuring that our efforts are always aligned with your evolving needs.
Fund Visibility
Targeted Introductions
Regular Communication
Active Engagement with LPs
Secure Meetings Across the US
Marketing Support
Together, with Oakpoint Advisors, we have an investor network of 3,500+ LPs.
We stay actively involved on all aspects of current investment mandates, allowing us to strategically position your fund in front of allocators who are actively seeking new opportunities in your specific area of expertise.
Fund Visibility
Targeted Introductions
Regular Communication
Active Engagement with LPs
Secure Meetings Across the US
Marketing Support
To further boost your firm’s visibility, we feature funds in our widely distributed weekly e-newsletter, which reaches a broad network of institutional investors.This marketing effort may result in reverse inquiries from LPs requesting marketing materials, an introduction, or meeting. Peter Tarrant created this e-newsletter over a decade ago. We find it to be effective in capturing new potential leads as well as reinforcing your presence with existing prospects.
Fund Visibility
Targeted Introductions
Regular Communication
Secure Meetings Across the US
Marketing Support
We understand that nothing can replace an in-person meeting when building a relationship with a new allocator. We offer assistance in securing meetings ahead of your travel in the US and help you prepare for your meeting.
Active Engagement with LPs
Fund Visibility
Targeted Introductions
Regular Communication
Our team members have extensive experience managing marketing strategies in-house at various funds. We will be your advisor on marketing and communications strategies including CRM best practices, email marketing strategies, social marketing strategies, presentation coaching, marketing material feedback, conference strategy, and more. After we make the initial introduction to an investor, we want to ensure you are set up for success for the remainder of the fundraising process.
Active Engagement with LPs
Fund Visibility
Marketing Support
Secure Meetings Across the US
Frequently Asked Questions
How is PilotShip Partners compensated and how long is a typical engagement?
What kinds of LPs will PilotShip Partners introduce me to?
What services will PilotShip Partners provide in addition to targeted introductions to managers?
What makes a manager a good fit for PilotShip?
We partner with established and emerging managers across hedge funds, long only, private equity, venture capital, credit, real estate, and other strategies that demonstrate quality investment processes and professional investor relations. While we don't have minimum AUM requirements – working from first-time funds to multi-billion dollar platforms – we seek managers with a proven track record or strong pedigree.
What are the benefits of using capital introduction services instead of in-house fund marketers or placement agents?
How is PilotShip Partners compensated and how long is a typical engagement?
What makes a manager a good fit for PilotShip?
PilotShip operates on a transparent flat-fee consulting model rather than the percentage-based success fee typical of placement agents.
Our standard engagement runs for 12 months, allowing sufficient time to develop a strategic approach, identify appropriate investors, and conduct targeted outreach campaigns. This period gives managers enough runway to establish momentum while avoiding the multi-year commitments common with traditional placement agents.
Many clients choose to continue on a month-to-month basis after the initial term, recognizing that institutional fundraising often unfolds over longer timeframes. This approach makes our services accessible to managers across the AUM spectrum while ensuring we're motivated to provide objective guidance focused on long-term relationships.
What kinds of LPs will PilotShip Partners introduce me to?
What services will PilotShip Partners provide in addition to targeted introductions to managers?
What are the benefits of using capital introduction services instead of in-house fund marketers or placement agents?
What kinds of LPs will PilotShip Partners introduce me to?
PilotShip will introduce you to institutional investors that genuinely match your strategy, stage of development, and target check size. Our capital introduction network includes over 2,200 active allocators spanning family offices (40%), endowments and foundations (20%), fund of funds (15%), registered investment advisors (15%), and pension funds and consultants (10%).
Rather than pursuing every possible investor, our fund marketing strategies focus on identifying allocators with current mandates or historical allocation patterns aligning with your offering. This targeted approach connects you with genuinely interested investors rather than unproductive meetings.
Geographic coverage includes United States (85%), with additional relationships throughout Canada, Latin America, Asia, and Europe.
What makes a manager a good fit for PilotShip?
What services will PilotShip Partners provide in addition to targeted introductions to managers?
What are the benefits of using capital introduction services instead of in-house fund marketers or placement agents?
How is PilotShip Partners compensated and how long is a typical engagement?
What services will PilotShip Partners provide in addition to targeted introductions to managers?
Beyond targeted introductions, PilotShip provides comprehensive capital raising services that enhance your fundraising efforts. We offer strategic guidance on fund marketing approaches, including pitch material review, presentation coaching, and messaging refinement based on allocator preferences. Our fundraising strategies include roadshow planning and conference strategy, helping maximize travel budget impact.
We provide market intelligence on allocator trends, competitive positioning, and mandate opportunities. When feedback comes from meetings, we deliver candid assessment and improvement suggestions. We consult on CRM implementation, follow-up protocols, and marketing best practices to enhance efficiency. These outsourced marketing services create a multiplier effect, allowing your team to focus on portfolio management while benefiting from our specialized capital introduction expertise.
What kinds of LPs will PilotShip Partners introduce me to?
What makes a manager a good fit for PilotShip?
What are the benefits of using capital introduction services instead of in-house fund marketers or placement agents?
How is PilotShip Partners compensated and how long is a typical engagement?
What kinds of LPs will PilotShip Partners introduce me to?
A specialized capital introduction service like PilotShip offers distinct advantages over other fundraising approaches. For established managers with existing marketing teams, we function as seamless extension of internal resources, expanding reach without long-term staff costs. We amplify effectiveness by leveraging extensive institutional investor relationships and cross-strategy market intelligence that in-house teams typically can't access.
Unlike traditional placement agents with percentage-based fees (2-3% of capital raised) and multi-year exclusive contracts, our flat-fee structure is more cost-effective while maintaining direct control of investor relationships. Our independence enables objective guidance, while flexible engagement terms adapt to evolving needs. This creates synergy—your team maintains existing relationships while PilotShip broadens your funnel with qualified prospects.
