Asset Management AI
SIGNAL · Product Overview

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.

01 — THE METHODOLOGY

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.

  1. Investment management newsFunds Europe, IPE, Pensions & Investments, FundFire, Ignites, Citywire
  2. SEC and international regulatory filings8-Ks, proxy statements, FCA and APRA disclosures
  3. Earnings calls and shareholder communicationsFrom publicly-listed managers and their parents
  4. Executive moves on LinkedInRole changes at Head of Distribution, Head of BD, President, and C-suite levels
  5. Consultant research alertsManager focus list changes, eVestment ranking shifts, due diligence activity
  6. Morningstar flow dataNet inflow and outflow signals at the strategy and vehicle level
  7. Press releases and corporate communicationsProduct launches, partnerships, platform additions, geographic expansion
02 — THE WEEKLY DELIVERABLE

What you receive.

Every Critical signal arrives Monday morning with everything you need to act — not a news digest, but a decision-ready briefing.

Firm Summary
AUM, strategy lineup, recent strategic activity. Relevant personnel, competitive positioning, and the context that makes the signal actionable.
Signal Interpretation
Why the signal matters for your specific business. Based on your calibrated criteria — not a generic explanation, but the version written for your firm and your strategic priorities.
Named Contact
The specific person to approach, with verified email. Not a general directory — the person whose role and seniority make them the right first conversation, with email verified through industry intelligence tools before delivery.
Draft Outreach
Ready-to-send email tied to the signal. (Intelligence + Outreach tier.) Written in your firm’s voice, anchored to the specific signal, with a soft CTA calibrated to the signal’s urgency.
Monthly Briefing
30 minutes with a senior SIGNAL advisor. To refine your signal criteria as your strategic priorities evolve. This is an ongoing calibration relationship, not a one-time setup.
03 — WHAT MAKES SIGNAL DIFFERENT

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.

Custom Criteria
Not fixed categories. Every client’s SIGNAL is calibrated to their specific channels, products, and competitive positioning in a 2-3 hour workshop at onboarding. The scan runs against your criteria, not a standard template.
Named Contacts
Not job title lookups. Every Critical signal includes a specific person, selected based on their role, seniority, and the signal’s strategic context. Emails verified before delivery.
Operator Interpretation
Not algorithmic summaries. Every Critical signal is reviewed and contextualized by a senior advisor with decades of asset management operating experience. The intelligence reflects judgment, not just data extraction.
Weekly Rhythm
Not real-time noise. Real-time alerts train you to react to every event. SIGNAL is calibrated to the actual cadence at which you can act — Monday morning, once a week, with the five or ten moments that actually matter.
04 — PRICING ARCHITECTURE

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.

Service Level One

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.

Service Level Two

Intelligence + Outreach

Everything in Intelligence Only, plus draft outreach messages for every Critical signal, pre-meeting preparation materials, and contact mapping per target firm.

I
Tier I
$500M — $5B AUM
Annual subscription, both service levels available
II
Tier II
$5B — $15B AUM
Annual subscription, both service levels available
III
Tier III
$15B — $30B AUM
Annual subscription, both service levels available
IV
Tier IV
$30B+ AUM
Custom enterprise engagement, scoped to firm-specific scan complexity and executive access needs
The 90-Day Pilot

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.

Request a Pilot → Book 30 Minutes