SIGNAL.
Weekly AI-powered intelligence for boutique asset managers. Custom scored against your strategic priorities. Delivered every Monday morning with named contacts and draft outreach.
What SIGNAL does, in detail.
Every Sunday night, SIGNAL scans 1,000+ institutional asset managers across seven sources. Each firm is scored against your custom signal criteria, producing a traffic-light rating — Critical, High, or Medium — based on how strongly the week’s activity matches your specific strategic priorities.
Critical signals are delivered Monday morning with full context. High and Medium signals are delivered in the weekly digest.
- Investment management newsFunds Europe, IPE, Pensions & Investments, FundFire, Ignites, Citywire
- SEC and international regulatory filings8-Ks, proxy statements, FCA and APRA disclosures
- Earnings calls and shareholder communicationsFrom publicly-listed managers and their parents
- Executive moves on LinkedInRole changes at Head of Distribution, Head of BD, President, and C-suite levels
- Consultant research alertsManager focus list changes, eVestment ranking shifts, due diligence activity
- Morningstar flow dataNet inflow and outflow signals at the strategy and vehicle level
- Press releases and corporate communicationsProduct launches, partnerships, platform additions, geographic expansion
The institutional channel has four layers. SIGNAL works at every one.
Most asset managers are watching one layer at a time. The intelligence that matters lives in how the layers connect — a consultant rotation that triggers an allocator review that opens a model slot at an aggregator. SIGNAL surfaces those moments by maintaining proprietary substrate at all four layers, scanned every Sunday night.
Asset Managers.
The competitive landscape your distribution team navigates every week. Every move — new product launches, leadership changes, AUM inflection, mandate wins and losses — is a moment to position against, learn from, or recruit out of.
Institutional Consultants.
The gatekeepers between asset managers and most institutional capital. For the majority of US public pensions, endowments, foundations, and Taft-Hartley plans, the consultant decides which managers reach the short list. The plan signs the check; the consultant decides who gets considered.
Institutional Allocators.
Sovereign wealth funds, public pension systems, corporate plans, endowments and foundations. The capital itself. Their CIOs and heads of external managers decide allocation policy, run RFPs, and place mandates. The seat that matters varies by allocator type — and SIGNAL maps which is which.
Intermediary Distribution.
Fee-only RIAs, multi-family offices, and aggregator platforms — the layer where wealth-channel decisions actually happen. Segmented by archetype, average account size, custodian relationships, and named gatekeepers. This is where ETF, CIT, and model portfolio launches live or die in the first ninety days.
One layer in isolation is noise. The pattern across all four is the signal — and the difference between calling on the wrong two hundred firms and the right thirty.
What you receive.
Every Critical signal arrives Monday morning with everything you need to act — not a news digest, but a decision-ready briefing.
The same intelligence, in the form your team already works in.
Every SIGNAL edition is produced from one structured record per signal — firm, contact, signal type, priority, the sourced detail, the interpretation, and the draft — with each claim traced to the source it came from. That record is delivered in whichever form fits the client’s workflow. The content is identical in every format; only the container changes.
Workbook
A designed weekly workbook, one tab per region, channel, or desk, with editor notes on every row and feedback columns that return to us each week. This is how most clients read SIGNAL on Monday morning.
JSON feed
Every edition is also available as a structured JSON feed with a published schema, so a client’s data or CRM team can load signals, contacts, and feedback into their own systems without re-keying a single field.
API
Clients who prefer to pull rather than receive retrieve the same feed through a secured API endpoint — the current week on Monday, prior weeks on demand, and feedback written back the same way.
CRM connector
Native connectors to Salesforce, Microsoft Dynamics, and HubSpot: signals arriving as tasks or opportunities against the client’s own account records, with the sales team’s feedback flowing back into the next scan. Scoped and built per client.
A feed of SIGNAL is not a data feed in the vendor sense. Every record carries the interpretation and the draft, not just the event — the judgment travels with the data, whichever container it arrives in.
This is not a data feed.
SIGNAL is built on a 25-year institutional network and a decade of AI research — not a scraped database and a generic LLM.
Two service levels. Four tiers.
SIGNAL is available at two service levels across four AUM tiers. Specific pricing is provided after an initial call, once scan scope and signal complexity are calibrated to your firm.
Intelligence Only
Weekly signal report. Custom signal categories calibrated to your firm. Firm research summaries for every Critical signal. Named contacts with verified emails. Monthly briefing call with a senior advisor.
Intelligence + Outreach
Everything in Intelligence Only, plus draft outreach messages for every Critical signal, pre-meeting preparation materials, and contact mapping per target firm.
Every engagement begins with a 90-day pilot at the Intelligence + Outreach service level across both of your chosen tracks. The pilot fee is credited in full against the first-year subscription if you elect to continue. If you don’t, the engagement ends at day 90 with no further obligation.