The reporting suite built to turn marketing activity into measurable capital raised
Runs on ProFundCom, Eloqua, Marketo, Salesforce Marketing Cloud, Pardot and HubSpot.
Raising AUM isn’t about sending more emails-it’s about knowing what truly moves allocators, when to act, and how to align marketing and sales around real buying signals.
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ProFundCom’s AUM Catalyst Reporting Suite sits at the intersection of marketing engagement, investor behaviour, and sales execution, unifying data from enterprise platforms like Oracle Eloqua, Adobe Marketo, Salesforce Marketing Cloud, and HubSpot into a single, fund-centric view of what’s driving capital inflows.
Instead of siloed dashboards, vanity metrics, or generic campaign stats, AUM Catalyst translates engagement into fundraising intelligence, showing marketing teams which content resonates with allocators, and giving sales teams clear signals on who is warming up, who is stalling, and who is ready for a conversation.
Designed specifically for asset managers, private capital firms, and institutional IR teams, AUM Catalyst connects:
- Marketing activity → investor intent
- Investor intent → sales prioritisation
- Sales action → AUM outcomes
All delivered in a compliance-aware, audit-friendly reporting environment that speaks the language of fund managers-not consumer marketers.
Investor Engagement Intelligence — Built for Fund Managers
Reporting Studio turns every investor interaction into clear, actionable insight — without spreadsheets, manual tagging, or generic marketing dashboards.
Designed specifically for hedge funds, private credit, private equity, and real asset managers, Reporting Studio shows IR and sales teams exactly who is engaging, what they care about, and who to call next.
Why Reporting Studio Exists
Most fund managers already send updates, share decks, host events, and run capital raises.
What’s missing is clarity.
Who is genuinely interested?
Which firms are showing intent — quietly?
What content actually moves investors toward allocation?
Where are prospects dropping off?
Reporting Studio answers those questions in real time.
What You See (At a Glance)
Reporting Studio is made up of live dashboards, each designed around the way IR and sales teams actually work.
No vanity metrics. No generic funnels. Just signals that matter.
Investor & Prospect Engagement Leaderboard
Know who is engaged right now.
See your most active investors and prospects ranked by real behaviour:
Email engagement
Document reads
Event attendance
Recency and frequency of activity
View engagement at both contact and firm level, with rolling 30 / 60 / 90-day scoring.
Outcome: Clear call priorities for IR and sales teams.
Company-Level Intent Signals
Spot serious interest — even when no one replies.
Identify firms where multiple people are engaging across:
Pitch decks
Factsheets
Data rooms
Updates and reports
Surface high-intent firms with no logged CRM activity, often signalling internal discussion or consultant review.
Outcome: Early detection of buying intent before competitors.
Content Performance & Resonance
See what actually works.
Understand which materials drive real investor engagement:
Most-read documents
Unique viewers
Time spent
Follow-on actions
Compare performance across funds, strategies, and content types.
Outcome: Better content decisions, less guesswork.
Investor Drop-Off & Cooling Analysis
Know when interest is fading — and why.
Track contacts who:
Engaged heavily at first
Then went quiet
Monitor engagement decay, last meaningful interaction, and risk indicators.
Outcome: Timely, informed re-engagement — before opportunities are lost.
Mailing List & Segment Performance
Prove which audiences perform best.
Analyse engagement by:
Mailing list
Investor type (LP, FO, consultant)
Geography
Strategy
Identify high-performing segments and underperforming lists — without hurting deliverability.
Outcome: Smarter segmentation and safer outreach.
Pre-Allocation Engagement Analysis
Understand what leads to capital commitments.
Review engagement patterns in the 30–90 days before allocation:
Content consumed
Events attended
Interaction sequences
Build a clear picture of the typical investor journey.
Outcome: Evidence-based fundraising and compliance-friendly insight.
Internal Sharing & Forwarding Detection
See when your materials are circulating internally.
Detect:
Multiple views from the same firm
New email addresses accessing documents
Repeated access patterns across teams
All without compromising investor trust.
Outcome: Consultant-style signals without guesswork.
IR & Sales Action Prioritisation
Know exactly who to call this week.
Combine:
Engagement score
Recency
CRM status
Last human touchpoint
Surface a prioritised action list — synced with your CRM.
Outcome: Better conversations, fewer cold calls.
Strategy & Fund Comparison
Compare interest across products.
See how engagement differs by:
Fund
Strategy
Vintage
Investor type
Identify cross-sell and upsell opportunities.
Outcome: Clear product resonance insights.
Investor Journey Funnel
Find friction in your capital-raising process.
Track conversion across:
Email → Document → Meeting → Allocation
Identify drop-off points and bottlenecks by audience or campaign.
Outcome: A smoother, more predictable raise.
Built for Funds — Not Generic Marketing
Reporting Studio is:
Investor-centric, not campaign-centric
Firm-level, not just contact-level
Compliance-aware by design
Integrated with CRMs like Investor Dynamo
No spreadsheets.
No retrofitted marketing tools.
No black-box scoring.
The Result
✔ Better prioritisation
✔ Clearer investor insight
✔ Faster, more confident fundraising
✔ Fewer missed opportunities