Agentic BD Intelligence  ·  Asset Management

Your competitors don't
outwork you.
They out-know you.

SIGNAL scans 1,000+ institutional firms every Sunday night and delivers Monday morning intelligence your distribution team can act on immediately.

Request a Signal Call See How It Works
55+
Years in Asset Management
75+
Completed Transactions
$100B+
AUM Moved
01  ·  The Problem

The intelligence gap
is costing you mandates.

The institutional distribution landscape has 10,000+ firms in motion at any given moment — leadership changes, mandate losses, strategic pivots, channel expansions. The firms that win new relationships are almost always the ones who show up first, with the right message, tied to a specific moment in that prospect's cycle.

Most distribution teams at $500M–$30B AUM managers have no intelligence infrastructure. They rely on relationships, cold lists, and luck. SIGNAL changes that.

10,000+
Institutional firms generating signal events every week
<5%
Distribution teams with any dedicated intelligence infrastructure
72 hrs
Typical window before a competitor reaches the same contact
$0
What most boutiques spend on systematic market intelligence
02  ·  How It Works

Four steps. Every Sunday night.
Ready Monday morning.

Each cycle is fully automated — calibrated to your products, channels, and competitive position. No configuration required after initial workshop.
01
Sunday Night Scan
SIGNAL's AI reviews 1,000+ institutional firms — investment management news, earnings calls, regulatory filings, LinkedIn executive activity, and press releases. Every firm in your universe, every week without fail.
02
Custom Signal Scoring
Each firm receives a Critical / High / Medium score based on your specific criteria — not generic templates. You define what matters: the strategy, the channel, the competitor set, the target relationship type.
03
Outreach-Ready Output
For every Critical signal: a firm summary, what it means for your products, a named contact with verified email, and a draft outreach message written for that specific moment in their cycle.
04
Monthly Briefing Call
30 minutes with a senior WEG advisor to review top-ranked targets, refine signal categories, and adjust outreach strategy. The system learns your priorities and improves with each cycle.
Signal Sources Investment Management News Earnings Calls & Transcripts SEC & Regulatory Filings LinkedIn Executive Activity Press Releases Consultant & OCIO Alerts eVestment & Morningstar Flow Data
03  ·  Custom Signals

You define what matters.
We build the radar around it.

SIGNAL is not a data vendor subscription with a fixed universe and fixed metrics. It is a custom intelligence operation built around your products, your channels, and your competitive position.

Critical Signal
New distribution head appointed
First-in-role window is highest conversion. The first 90 days is when the new leader is forming their vendor and partner relationships. Show up before the calendar fills.
Critical Signal
Significant net outflows reported
AUM replacement mandate — intelligence directly tied to their stated problem. The distribution head needs to show the board they're acting. SIGNAL surfaces the moment, not the aftermath.
Critical Signal
Multiple new products launching simultaneously
Team bandwidth crisis — SIGNAL solves immediately. One distribution team, three new strategies. The math doesn't work. They need support and they know it.
High Signal
Channel expansion announced
New geography or vehicle creates an immediate intelligence gap. They're moving into a channel they don't own yet. Be there with context before they learn it the hard way.
High Signal
Sub-advisory search announced or rumored
WEG's institutional network surfaces these before they are public. By the time it hits a search platform, the short list is already forming. Early intelligence is decisive.
High Signal
OCIO adding a new asset class to approved list
The mandate window opens before the RFP. SIGNAL surfaces the allocation discussion when it's still a conversation — not a competitive process with 12 other managers already on the list.
Signal categories are fully customizable. Initial calibration takes 2–3 hours in a structured workshop with WEG. Most clients refine their signal set within the first 60 days as the system learns their priorities. The longer it runs, the sharper it gets.
04  ·  Who This Is For

The right firm. The right person.
The right moment.

1
Primary Buyer
Head of Distribution
Owns the revenue mandate. Has 2–8 salespeople and no dedicated intelligence staff. Needs to make every outreach count — and can't afford to show up after a competitor has already had the conversation.
  • Active channel expansion underway
  • Organic growth mandate from board
  • Replacing AUM after a significant redemption
  • New product requiring distribution support
2
Primary Buyer
Head of Institutional BD
Owns the OCIO, consultant, and pension relationships. Knows timing matters — but can't monitor 500 consultants for individual allocation moves. SIGNAL is the systematic coverage layer that doesn't exist anywhere else.
  • OCIO or consultant channel is primary growth driver
  • Strategy benefits from allocation timing
  • Firm lacks dedicated consultant-coverage intelligence
  • Competes in a crowded peer group
3
Primary Buyer
President / COO at a Boutique
At firms under $5B AUM, distribution is often a senior executive's direct responsibility. SIGNAL is the intelligence infrastructure they can't build internally — and the one competitive lever they've been missing.
  • Founder-led firm entering institutional channels
  • No dedicated BD staff — senior leaders sell
  • Strong strategy but limited market presence
  • Actively building first distribution team
AUM Range Served
Tier I   $500M – $5B
Tier II   $5B – $15B
Tier III   $15B – $30B+
05  ·  License & Pricing

A license that pays for itself
the first time you close a relationship it surfaced.

Tier I
Foundation
$500M – $5B AUM
Intelligence Only
$18K
per year
  • Weekly signal report
  • Custom signal calibration
  • Monthly briefing call
  • Named contacts & verified emails
Intelligence + Outreach
$32K
per year — includes draft outreach per Critical signal
90-Day Pilot
$8,000
Credited in full toward year-one license
Tier II  ·  Most Common
Growth
$5B – $15B AUM
Intelligence Only
$35K
per year
  • Weekly signal report
  • Custom signal calibration
  • Monthly briefing call
  • Named contacts & verified emails
Intelligence + Outreach
$55K
per year — includes draft outreach per Critical signal
90-Day Pilot
$15,000
Credited in full toward year-one license
Tier III
Institutional
$15B – $30B+ AUM
Intelligence Only
$45K
per year
  • Weekly signal report
  • Custom signal calibration
  • Monthly briefing call
  • Named contacts & verified emails
Intelligence + Outreach
$75K
per year — includes draft outreach per Critical signal
90-Day Pilot
$20,000
Credited in full toward year-one license

Begin with a defined 90-day pilot — custom signal calibration and full output delivery. Pilot fee credited in full toward year-one license. No commitment beyond the pilot term.

06  ·  Why WEG

Intelligence built on 55 years
of institutional relationships.

55+
Years exclusively in asset management strategy
75+
Completed transactions
$100B+
AUM moved across transactions
Not a data vendor. A 55-year institutional network.
SIGNAL is powered by WEG's institutional relationships and five decades of exclusive asset management focus — not a generic database subscription. The intelligence reflects knowing which firms move, how they decide, and who inside them matters.
We know the names.
The contact WEG surfaces isn't scraped — it's known. Direct relationships with principals at hundreds of boutiques and institutional firms mean the intelligence goes deeper than any data provider can reach.
Confidentiality is the model.
Signal reports are prepared exclusively for one client per market segment. Your targeting intelligence is never shared with a competitor operating in the same channel or strategy. This is architecturally enforced, not a policy promise.
Aligned economics.
SIGNAL is priced to create immediate ROI at the distribution level. A single mandate relationship from a Signal introduction justifies years of the license. The incentive is to surface relationships that close — not to inflate the signal count.
07  ·  Next Steps

Three steps to your
first Signal report.

01
30-Minute Signal Calibration Call
A conversation with Daniel Enskat to define your target universe, custom signal categories, and outreach priorities. No commitment required.
02
Receive Your First Signal Report
Within two weeks, SIGNAL delivers a first report covering your defined universe — showing exactly what the product surfaces for your strategy. A working sample, not a demo deck.
03
Launch the 90-Day Pilot
Formalize the pilot. WEG runs SIGNAL against your full custom configuration for 90 days. Pilot fee credited in full toward year-one license. No commitment beyond the pilot term.
Daniel Enskat
Managing Partner, Warren Enskat Group
denskat@warrenenskat.com
warrenenskat.com

No commitment required. The calibration call is a 30-minute conversation to determine whether SIGNAL is the right fit for your distribution strategy. If it's not, we'll say so.

Signal reports are prepared exclusively for one client per market segment. Your targeting intelligence is never shared with a competitor.

Your information goes directly to Daniel Enskat. No CRM uploads, no newsletters, no follow-up sequences.

Request received.

Daniel will be in touch within one business day to schedule your Signal calibration call.