Use case

Raise capital from investors who already back deals like yours.

Reach the family offices and funds that invest in your kind of deal, and open the conversation with the person who decides.

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Independent sponsorsSearch fundsEmerging fund managersReal estate sponsorsGrowth companiesCapital advisors

How a firm uses it

From the investor you want to a first meeting.

Calder Street Partners, a sample independent sponsor, is buying a founder-owned HVAC services company in Ohio and wants equity partners who know the sector.

They describe the investors they want.

Family offices and private credit funds in the Midwest that back lower middle market service businesses. Boulton finds them, and the person who makes investment decisions at each.

YouFind family offices and private credit funds in the Midwest that back lower middle market service businesses

Boulton shows which investors fit best.

Corran Family Office's site lists business services among the sectors it invests in. That's where Calder Street's deal sits.

Each investor hears about how they invest.

A first message built on what their own site says they invest in, with a question, not a pitch. The deal comes up when they ask about it.

Replies turn into first meetings.

Priya Raman says they focus on business services and the trades, and asks what Calder Street is working on. Boulton drafts a short answer with two times, the reply goes out, and Wednesday at 2:00 is booked.

What would a quarter of investor meetings cost?

See what your first quarter costs on your plan, and how many meetings it can book.

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Questions.

Does Boulton pitch my deal?

Not in the first message. Boulton opens with a question about how they invest. What you share about a deal, and when, is up to you. Have your counsel review your outreach, as you would for any raise.

Who should I reach at a family office?

Whoever makes the investment decisions: often a principal, a director of investments or the chief investment officer. You name the roles and Boulton finds them.

Can it find funds as well as family offices?

Yes. Family offices, private credit funds, private equity funds: describe the investors you want, and Boulton builds the list and checks each one against the focus it publishes, such as sectors, stage and check size.

More use cases

Win new clients Build referral partnerships Find acquisition targets

See who's in your market.

Tell us the investors you want and we'll show you what Boulton finds on a 30-minute call.

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