Purpose
Translate the approved investor target list into a structured, executable outreach plan. Ensure the company's materials are fit for purpose before any investor contact is made. Produce a client-facing presentation the Capient user can bring to the client alignment meeting before outreach begins.
Output package — Phase 3 deliverables
| Deliverable | Content |
|---|---|
| Materials gap assessment | Structured gap table with severity and recommended actions |
| Per-investor engagement briefs | Messaging angle, format, timing, and follow-up plan per Tier 1 investor |
| Messaging matrix | Universal vs fund-specific themes across Tier 1 universe |
| Conference ranking | Prioritised event list with target investor density |
| 90-day meeting pipeline | Week-by-week outreach plan with routes and owners |
| Client alignment brief | Structured content for the client review meeting, delivered as an editable deliverable |