GLOBAL INVESTOR DATABASE - OF ALTERNATIVE STRATEGIES
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GLOBAL
INVESTOR DATABASE
OF ALTERNATIVE STRATEGIES
CONNECT WITH GLOBAL INSTITUTIONAL
INVESTORS ACROSS ALL ASSET CLASSES WHILE
OUR APP STREAMLINES YOUR SALES PROCESS
PAGE 16
NEW FEATURES ENHANCEMENTS
& RELEASE DATE
AUGUST
DATABASE ADDITIONS 2021
© 2021 advinda Investor Cloud. All Rights Reserved
TABLE OF
CONTENTS
1 Letter from the Founder & CEO 01
02
2
Introduction to advinda Investor Cloud
About advinda 02
About our founders DC Placement Advisors
- 02
One single app for all your fundraising and
sales activities 03
3
advinda Key App Components 04
advinda build in CRM
- 04
advinda private market data 04
Asset allocation mix with investor preferences 05
4
Discover advinda Private Market Data 06
Predesigned packages segmented by region
, 07
Predesigned packages segmented by investor
,
type 08
Newly Launched Packages 12
5 goESG Europe
goBlockchain CryptoInvestors
&
12
12
6 advinda Academy 13
7 A Snapshot of the advinda Live Database 14
16
8
advinda - New Release - Aug 2021
New Features Enhancements
& 16
Database Additions 19
Definitions of the Wealth Community 21
APP
FOR ALL YOUR
SALES ACTIVITIES
This brochure
presents the
World's First App
that combines the
capabilities of a
Fundraising CRM
with the valuable
insights of a
global Private
Market Database.
SCAN ME
REQUEST A FREE DEMO
Visit www. a dv in da .c om and request a
demo according to your availability
advinda Investor Cloud GmbH
www.advinda.com
sales advinda com
@ .
+49 89 809134315
- -
Brienner Str 14 80333
.
Munich Germany ,
1 Letter from
the Founder & CEO
Thank you for reaching out.
We founded advinda five years ago with the strategic goal of
revolutionizing the way capital is raised, and during the last year
we made remarkable strides in turning this vision into core
competencies: we consolidated a phenomenal team, we evolved
and improved, and we proudly earned an excellent reputation as
a trusted partner to our customers.
Continuing spreading our reputation for excellence, in a nutshell,
is our goal for 2021.
Thank you for your preference.
It’s what keeps us going. It’s what makes us thrive.
Best Regards,
Eva March
Founder and Managing Director
Our mission is
"
to revolutionize
how the global
alternative asset
management
industry raises
capital "
01
2 Introduction to
advinda Investor Cloud
The advinda investor data includes asset allocation details,
investment professional and manager selection contact details
accross all asset classes, meta data on account level, originated
from DCPLA, the powerhouse behind the global advinda investor
data platform.
advinda offers a vast universe of institutional investor I NTERNATI ONAL
information, which has been researched, cultivated,
maintained, and updated for over than ten years. COVER AGE
Besides, we count with our own in-house talented
research team, which delivers daily updated
advinda serves capital raisers
information directly to you.
and investor relations
professionals all over the world
Whether you are looking to extend your network of
Institutional Investors or you are seeking a better from its headquarters in
way to organize your fundraising processes, advinda Munich, Germany.
could be the solution that you've been waiting for.
DC Placement Advisors (DCPLA) is a leading global AN APP BU I LT
placement agent with an emphasis on core
European markets, South Korea, the Middle East, ON EXPER I ENCE
Japan and Australia. DCPLA is dedicated to
supporting alternative fund managers in raising advinda was founded in 2016
capital from top-tier institutional investors. by a leading European
Founded in 2008 and with offices in Germany, United
Kingdom, Switzerland and Australia, the company is placement agent specializing
perfectly positioned to raise institutional capital on in raising alternative capital
an international scale across alternative asset classes from top-tier institutional
spanning from infrastructure, private equity, venture investors -
capital and renewable energy to real estate and
private debt. DC Placement Advisors.
GET AN INSTANT ACCESS TO
PRIVATE MARKET DATA
02
2 Introduction to
advinda Investor Cloud
CRM
SOFTWARE
Focused on your success
Developed by fundraising experts
User friendly
Secure cloud technology
Updated & enhanced
automatically
INVESTOR
INTELLIGENCE CRM
RESEARCH
APPLICATION
DATABASE SW PRODUCTIVITY
TOOL
INVESTOR
INTELLIGENCE
6.000+ institutional investors
18.000+ decision makers
€ 100+ trn AUM in total
96+ countries
60+ packages to choose from
Continuous updates
Asset Allocation
& Investor Preferences 03
3 advinda key
App components
FUNDRAISING APP WITH
BUILD-IN CRM
Seamless Campaign Management
Assign interested investors from your contact
list and track commitment to investment .
Easy monitoring
Schedule due dates check your progress in a glance
,
and keep record of all the tasks and communication .
Work as a team
Add colleagues to campaigns Delegate tasks and
.
have a clear up to date overview of the progress
, - - .
Fully informed at all times
Benefit from advinda s dashboard easy to access
' , - -
place and be always on top of things .
GLOBAL
INVESTOR INTELLIGENCE
Access valuable data
PRIVATE
Subscribing to the package you need according , MARKET DATA
to the Geographical Region or by Investor Type .
Advanced data filtering
Sort the relevant contacts and accounts by AUM
and talk to the top league s only ( ) .
Daily data updates
Receive daily updates automatically .
Scale up your data set
Extend your private market data with additional
packages at any moment .
04
3 advinda key
App components
550
EMPHASIS ON
THE DACH MARKETS
+
+
INSTITUTIONAL
ASSET ALLOCATION AND
INVESTOR INVESTOR PREFERENCES
ACCOUNTS
1800
3
+
+
go Germany
INVESTMENT PENSION & INSURANCE
Accounts
PROFESSIONALS 418
COUNTRIES AUM-Threshold
(Germany, Austria up to 300,000,000€
& Switzerland)
go CH&A
PENSION & INSURANCE
Accounts
155
AUM-Threshold
up to 1,000,000,000€
go SavingBanks
GERMANY
Accounts
333
AUM-Threshold
up to 1,000,000,000€
advinda s latest feature
'
Systematic overview
Reach the Hard to Access
- -
German speaking market
Tackle with the lack of
market transparency
Available insights about
trends developments
&
Asset allocation structure
, ,
performance balance sheet
&
figures of institutional investors
05
4 Discover advinda
Private Market Data
GLOBAL TOP-TIER INSTITUTIONAL INVESTOR INTELLIGENCE DIVIDED BY:
GEOGRAPHICAL REGION
60
TAILORED
+
+
INVESTOR TYPE PACKAGES
go Global go Global go Global goGermany
goEurope goMiddleEast goAsiaPac
Included contacts in all packages:
CIO, Head of Alternatives, Head of Investments, Head
of Infrastructure, Head of Infrastructure Debt, Head of
T AL K TO THE Pensions, Head of Private Equity, Head of Real Estate,
T OP L E AGUE O NL Y Head of Asset Management, Investment Director,
Senior Investment Officer, Fund Manager, Senior
Portfolio Manager and more.
064 Discover advinda
Private Market Data
PREDESIGNED PACKAGES,
SEGMENTED BY REGION
goNorthAmerica goLatAm goAPAC
goEurope
goNordics goCEE goSouthernEurope goGermany
goCH&A goFrance goBenelux goUK&Ireland
Prices starting from €2,999*.
ADVINDA' S
B EST SE L LE RS
goGermany goEurope go FamilyOffices go FamilyOffices go PrivateBanks
PENSION & INSURANCE PENSION & INSURANCE DACH EUROPE EUROPE
*12-MONTHS SUBSCRIPTION FEE
074 Discover advinda
Private Market Data
PREDESIGNED PACKAGES,
SEGMENTED BY INVESTOR TYPE
REACH THE HARD-TO-ACCESS
PENSION AND INSURANCE INVESTORS
IN THE EUROPEAN & ASIAN MARKETS
INSURANCE
COMPANIES
GLOBAL
PENSION FUNDS
go Germany
PENSION & INSURANCE
Accounts
426
409
AUM-Threshold
up to 300,000,000€
go CH&A
PENSION & INSURANCE
Accounts
155
161
AUM-Threshold
up to 1,000,000,000€
go France
PENSION & INSURANCE
Accounts
91
87
AUM-Threshold
up to 1,000,000,000€
go Benelux
PENSION & INSURANCE
Accounts
140
AUM-Threshold
up to 1,000,000,000€
go Nordics
PENSION & INSURANCE
Accounts
Key Features
127
AUM-Threshold
up to 1,000,000,000€
go SouthernEurope Region: DACH (Germany, Austria, Switzerland), France, Italy,
PENSION & INSURANCE
Accounts Benelux (Belgium, Netherlands, Luxembourg), Nordics (Norway,
114
AUM-Threshold Denmark, Finland, Sweden, Iceland) and Asia Pacific region
up to 1,000,000,000€
go APac (China, South Korea, Japan, Singapore, ...)
PENSION & INSURANCE
Accounts
401 Investor Type: Public Pension Funds, Corporate Pension Funds and
AUM-Threshold
up to 1,000,000,000€ Insurance Companies
Dynamic: Continuously updated by fundraising experts from daily
fundraising activities
084 Discover advinda
Private Market Data
PREDESIGNED PACKAGES,
SEGMENTED BY INVESTOR TYPE
COVERAGE OF FAMILY OFFICES
IN EUROPE, MIDDLE EAST &
ASIAN MARKETS
FAMILY
OFFICES
Key Features
Region: Europe, Middle East and
Asia Pacific region
Investor Type: Single Family Offices,
Multi Family Offices and the Family
Offices divisions of Private Banks
Exceptional: Family Offices data
well researched and discovered
go FamilyOffices go FamilyOffices go FamilyOffices go FamilyOffices
EUROPE DACH ASIA PACIFIC MIDDLE EAST
Accounts Accounts Accounts Accounts
1,160 619 220 192
AUM-Threshold AUM-Threshold AUM-Threshold AUM-Threshold
up to 280,000,000,000€ up to 130,000,000,000€ up to 280,000,000,000€ up to 280,000,000,000€
094 Discover advinda
Private Market Data
PREDESIGNED PACKAGES,
SEGMENTED BY INVESTOR TYPE
OTHER
INSTITUTIONALS
go InvestConsult goPrivateBanks
GLOBAL EUROPE
Accounts Accounts
230 247
AUM-Threshold AUM-Threshold
up to 500,000,000,000 up to 100,000,000,000
goSavingBanks goAssetManagers
GERMANY EUROPE
Accounts Accounts
333 317
AUM-Threshold AUM-Threshold
up to 1,000,000,000 up to 2,000,000,000,000
goSovereignWealth AngelInvestors
GLOBAL EUROPE
Accounts Accounts
224 128
AUM-Threshold AUM-Threshold
up to 870,000,000,000 up to 27,000,000,000
Our private data is updated daily.
B E NE FI T F ROM
Contact our sales team to receive the current number
DAI L Y UPDAT ES of accounts and contacts of a specific package.
104 Discover advinda
Private Market Data
PREDESIGNED PACKAGES,
SEGMENTED BY INVESTOR TYPE
OTHER
INSTITUTIONALS
go FundofFund go FundofFund
Infrastructure RealEstate
EUROPE EUROPE
Accounts Accounts
40 60
AUM-Threshold AUM-Threshold
up to 4,000,000,000,000 up to 4,000,000,000,000
go FundofFund go FundofFund
PrivateDebt PrivateEquity
EUROPE EUROPE
Accounts Accounts
50 154
AUM-Threshold AUM-Threshold
up to 1,000,000,000,000 up to 1,000,000,000,000
Researching 15 Hours
35% Institutional
Investors
saved
per week
SAVE U P TO
15 HOU RS WEE K LY
Finding the ideal
Efficiently placed
27% investor
phone calls advinda helps remove organizational overloads
Efficiently placed and streamlines your efforts efficiently, making it
phone calls
14% Meetings possible for you to save up to 15* hours weekly.
Other Meetings
24% operational
tasks advinda data
entry *Average time spent by investment professionals
ACTUAL RATIO OPTIMAL RATIO
organizing fundraising activities.
115 Newly
Launched Packages
Contacts
goESG 215+
Region
Europe
Key Features
Region: DACH (Germany, Austria, Switzerland), Italy, France,
Benelux (Belgium, Netherlands, Luxembourg), Nordics (Norway,
Denmark, Finland, Sweden, Iceland)
Investor Type: Pension Funds, Insurance Companies, Saving
Banks, Investment Consultants
Types of Contacts: Chief Sustainability Officer, ESG and Responsible
Investments, Global Head of ESG, Global Head of Sustainability, Head of Impact
& Sustainability, Head of Responsible Investments, Responsible Investments
Visible: Get visibility for your products and your company also
to the dedicated ESG colleagues
goBlockchain&Crypto Investors
Key Features
Region: Global coverage
Investor Type: Blockchain investors and Crypto investors
126 advinda
Academy
FREE WEBINAR SERIES
The advinda Investor Cloud webinar series
GETTING STARTED WITH contain three main topics:
FUNDRAISING Fundraising Today
Qualifying your product for success.
This webinar is all about qualifying Manager Selection
an investment manager
and fund for success with the
Placement Routes
institutional investor market.
Take-aways you can expect include:
REGISTER FOR FREE ON An overview of today s institutional investor
'
fundraising market ;
www.advinda.com/webinar A tutorial on manager selection performed by
institutional investors ;
An introduction into key considerations for GPs
when preparing a fundraising concept .
ONE-DAY WORKSHOP
GET READY TO QUALIFY DCPLA's Workshop take-aways:
YOUR PRODUCT FOR A Tailored Feedback :
Investment opportunity
SUCCESSFUL
;
Track record ;
INSTITUTIONAL Recommendations on track record deficiencies ;
Proposed fees and other terms and conditions
FUNDRAISING
;
Presentation and positioning of your investment
A workshop that helps you in your
opportunity ;
fundraising preparations and gives A preliminary investor mapping ;
you tailored assistance before going
out to the market. A tutorial on fundraising for your preliminary target
LPs and recommendations for how to address the
FIND OUT MORE ON targeted LPs ;
www.advinda.com/dcpla-workshop Roadmap specific to your investment product .
Organized by:
137 A Snapshot of the
advinda Live Database
Our twelve months package subscription offers
you and your team fast access to relevant
I NVE ST ORS ' I NF OR MATI ON contact information from institutional investors
J UST A CL I CK AWAY worldwide.
Save time doing research and benefit from the
automatic daily updates directly in your App.
Relevant decision maker
Name of the LP
Type of institutional investor
Current Assets Under Management
(AUM) and Assets Under Advisory (AUA)
LP address
Phone numbers of the investment
decision maker
Email address of the investment
decision maker
Accessible (24/7)
Scalable
With our SaaS model, Ready to use
Scale from single users
access your data easily at advinda is already
to small teams and
work or from your home tailored for fundraising
large organizations.
office (24/7), we are always and it's ready to use.
there for you.
147 A Snapshot of the
advinda Live Database
No more downloading outdated databases
or trying to use spreadsheets to manage
THE BE ST DATA AVAI L AB LE
investor contacts.
With advinda you can access updated
SAFE L Y STO RE RE D
information — safely stored in the cloud— IN T HE C LO UD
from any device, at any moment.
Asset Allocation data from
the institutional investor
segmented by years
Investment focus & structure
Balance sheet sum and AUM
New investments per year
Allocation details, balance
sheet figures of the
institutional investor
Leave all maintenance to us
No expensive flat access Prefilled with
All updates and Investor Intelligence
Pay only for data which enhancements are Tailored by
you really need. covered by advinda. geographical region
or investor type.
158 advinda
New Release - August 2021
NEW FEATURES & ENHANCEMENTS
Easy RFP Detailed
Data Portal Activity
Export Report
EASY We have added the functionality
to export selected accounts and
DATA EXPORT contact data. Just filter the data
to your liking and download the
data to further use it in Excel or
your own CRM system.
Requests for proposal (RFP) are
RPF of increasing interest when
PORTAL looking for the right investors.
advinda allows their clients to
access a multitude of RFPs from
within the app with the ability to
filter and sort by various criteria
including: Country, Asset Class,
Investment Region and Focus.
168 advinda
New Release - August 2021
NEW FEATURES & ENHANCEMENTS
Convenient
Improved Search
Lots of
Sales Quality
Features of Life
Funnel Features
advinda now provides an
extensive activity report of all DETAILED
your tasks related to a specific
ACTIVITY REPORT
campaign. This allows you to get
a perfect overview of the
different activities, grouped by The new activity report
level of interest and investor can be exported as well.
account.
178 advinda
New Release - August 2021
NEW FEATURES & ENHANCEMENTS
IMPROVED To allow for more detail, we
added two more levels of
SALES FUNNEL interest you can select for your
investors. Moreover, these are
now filterable and their filters
are selectable from the
dashboard to directly bring you
to the campaign with the
desired view.
CONVENIENT There are certain filters you will
want to use repeatedly when
SEARCH FEATURES looking for investors. You can
now save these searches under
a name of your choice to quickly
reuse them at a later point.
REMOVE In addition to selecting
removing filters individually, you
and
ALL FILTERS can now remove all filters at
once to see the full list of
investors after performing a
detailed search.
188 advinda
New Release - August 2021
DATABASE ADDITIONS - THE GLOBAL FAMILY WEALTH
THE DIFFERENT TYPES OF FAMILY WEALTH -
OUR METHODOLOGY
GLOBAL advinda Coverage
July 2021
Captive
Family Offices
Multi within TOP Choice - DACH
Family Offices Private Banks German-speaking countries
(MFO)
with 740 accounts
Family Offices TOP League - US
Services Firms with approx. 430 accounts
Single *Available in September 2021
Family Offices
(SFO) Great Coverage - EUROPE
Philanthropy with approx. 1,400 accounts
Holding Foundations
Companies Very Good Coverage - APAC
Single/Multi with approx. 280 accounts
Entrepreneurial Family Offices
VC Wealth with Asset
IN Management Very Good Coverage - Middle East
VE
ST
M
Capabilities with approx. 190 accounts
EN
TF *Fully available in October 2021
FA
OC
US
A L TH M IL Y
WE
DACH - GERMAN
SPEAKING COUNTIRIES US
Number of Accounts: Number of Accounts:
740 430
Number of Contacts: Number of Contacts:
1,900 Investment Professionals 750 Investment Professionals
Asset Allocation Details: Asset Allocation Details:
Investor Descriptions, Investment Focus, Investor Descriptions, Investment Focus,
Asset Allocations / Investor Preferences, Asset Allocations / Investor Preferences,
Exemplaric Investments, Source of Exemplaric Investments, Source of
Wealth, etc… Wealth, etc…
*Available in September 2021
198 advinda
New Release - August 2021
DATABASE ADDITIONS - THE GLOBAL FAMILY WEALTH
EUROPE APAC
Number of Accounts: Number of Accounts:
1,400 280
Number of Contacts: Number of Contacts:
3,500 Investment Professionals 600 Investment Professionals
Asset Allocation Details: Asset Allocation Details:
Investor Descriptions, Investment Focus, Investor Descriptions, Investment Focus,
Asset Allocations / Investor Preferences, Asset Allocations / Investor Preferences,
Exemplaric Investments, Source of Exemplaric Investments, Source of
Wealth, etc… Wealth, etc…
MIDDLE EAST
Number of Accounts:
190
Number of Contacts:
360 Investment Professionals
Asset Allocation Details:
Investor Descriptions, Investment Focus,
Asset Allocations / Investor Preferences,
Exemplaric Investments, Source of
Wealth, etc…
*Fully available in October 2021
208 advinda
New Release - August 2021
DEFINITIONS OF THE WEALTH COMMUNITY IN
ADVINDA INVESTOR CLOUD
SINGLE FAMILY
WEALTH/ENTREPRENEURIAL WEALTH
PRIVATELY-OWNED BUSINESS AND/OR INVESTMENT COMPANY
The family has a controlling ownership interest in the business and is generally actively
involved in the day-to-day management of the business.
In the case of the family-owned investment company, it often has a strong investment focus
on either private equity, venture capital, public equities, or real estate.
VC
In addition to that, we list here also the Family foundations: Entities that exist to support and
oversee the charitable activities of a family. Funded by donations from a family. The
foundation will invest the money given to it to make a return as well as to fund charitable
projects and philanthropic activities.
MULTI FAMILY
WEALTH/ENTREPRENEURIAL WEALTH
PRIVATELY-OWNED BUSINESS AND/OR INVESTMENT COMPANY
Owned by a couple of families, mostly than the wider family and friends circle.
The families have a controlling ownership interest in the business and are generally actively
involved in the day-to-day management of the business.
In the case of the family-owned investment company, it often has a strong investment focus
on either private equity, venture capital, equities, or real estate.
VC
218 advinda
New Release - August 2021
DEFINITIONS OF THE WEALTH COMMUNITY IN
ADVINDA INVESTOR CLOUD
SINGLE FAMILY OFFICE (SFO)
FORMAL PRIVATE OFFICE FOR A FAMILY OF SIGNIFICANT WEALTH
The purpose of the office can vary but is dedicated exclusively to serving the investment,
personal and legacy needs of one family.
MULTI FAMILY OFFICE (MFO)
FORMAL PRIVATE OFFICE FOR MULTIPLE FAMILIES
OF SIGNIFICANT WEALTH
This field grows exceptionally, esp. in the APAC regions.
In some instances, SFO’s have opened their doors to other families and now manage or
oversee the investment affairs of three, four, or more families. manage
The majority of their MFO services for the family are investment management, asset
management, governance, reporting, philanthropy and concierge.
CAPTIVE FAMILY OFFICES
WITHIN PRIVATE BANKS
The primary objective of a Captive Family Office of a mostly private or investment bank is to
manage clients’ real and financial assets across traditional and alternative asset classes, with
a vision to realising their investment objectives.
FOUNDATION AND PHILANTHROPY
Wealthy families increasingly are considering family offices to manage their philanthropic
giving.
Managing philanthropy through the family office can be a very effective approach for
families, particularly if there are multiple branches to the family and if they are using a
number of charitable vehicles.
FAMILY OFFICES WITH ASSET
MANAGEMENT CAPABILITIES
There are multi-family offices in Europe which have emerged from asset management. The
focus on a particularly wealthy clientele has always been attractive. Hence more and more
asset managers seem to be focusing on very wealthy families and private individuals.
22SCAN ME
REQUEST A FREE DEMO
Visit www. a dv in da .c om and request a
demo according to your availability
Global Investor Database
of Alternative Strategies
advinda Investor Cloud GmbH
www.advinda.com
sales advinda com
@ .
49 89 809134315
+ - -
Brienner Str 14 80333.
Munich Germany ,
© 2021 advinda Investor Cloud. All Rights ReservedYou can also read
