ALLOCATOR DEVELOPMENT DESK
Mandate House builds the target list, verifies the people on it, runs the outreach you approve, sends the materials when someone asks, and keeps the follow-up going after the first reply.
Fixed fee. Manager-approved communications. Transparent pipeline reporting. No transaction-based compensation.
WHAT YOU GET
A defensible target list
Nothing sent without your approval
Materials out when someone asks
Follow-up that does not stop
WHAT THE DESK IS
Not another list. The work that happens after the list.
It is built for managers who already have the hard parts. A credible strategy, a live track record, current materials, and the ability to show up when real interest appears. What is missing is someone to work the pipeline every week.
OPERATING BOUNDARY
Mandate House does not provide investment advice, negotiate investments, handle subscriptions, accept transaction-based compensation or guarantee meetings, commitments, AUM or allocations.
COMPLETE WORKFLOW
01
Turn the strategy, structure, liquidity and current raise into a written rule for who is worth approaching.
02
Build the list, confirm each senior contact is the right person at the right firm, leave anyone who cannot be confirmed alone, and record why every account is on it.
03
You sign off on positioning, messages, materials, who may be contacted and who may not.
04
Run the approved LinkedIn and email sequences, spaced and coordinated so nobody at one firm gets the same message twice.
05
When someone asks, send the current approved materials and record what they asked for and why.
06
Factsheets and quarterly letters to allocators who opted in, and a return to anyone who went quiet at six and twelve months.
07
A weekly count of allocators newly requesting materials, and a monthly review of acceptance, reply and email activity.
DIVISION OF RESPONSIBILITY
Mandate House operates the system. The manager retains investment authority.
Included in the mandate
• Allocator thesis and target-account criteria
• Firm and senior-contact research
• Fit rationale, prioritization and exclusions
• Manager-approved LinkedIn and email operations
• Response classification and routing
• Approved materials delivery administration
• Post-material follow-up
• Monthly and quarterly nurture administration
• Six- and 12-month reactivation
• Pipeline state management and suppression
• Weekly materials-request reporting and a monthly activity review
The manager retains
• Responsibility for offering compliance and permitted audiences
• Approval of positioning, messages, claims and materials
• Authority over strategy, performance and investment discussions
• Substantive diligence responses
• Decisions about meetings, terms and investor relationships
• Timely escalation participation when allocator interest warrants it
Cadence, channels, exclusions and stop conditions are agreed with the manager before any sequence runs.
PIPELINE LOGIC
Nothing gets lost between the reply and the meeting.
Every contact has a current state. Not yet approached, invitation sent, accepted without a reply, accepted and replied, materials requested, in nurture, revisit in six to twelve months, or closed with a reason.
That is what stops a promising conversation from disappearing into a CRM nobody opens, and it makes the bottleneck visible before the fund spends more money on access.
ENGAGEMENT
The standard mandate begins with a six-month term and a 90-day operating review. Third-party platforms and data services are generally maintained separately by the fund. Billing and launch begin only after written scope, approvals and operating prerequisites are complete.