Purpose
Build a broad but relevant investor universe, systematically qualify and score it, and produce detailed profiles for the highest-priority targets. This phase converts the strategic foundation from Phase 1 into a focused, prioritised investor list with clear rationale for every name.
Output package — Phase 2 deliverables
| Deliverable | Content |
|---|---|
| Investor long list | 50–80 funds with type, AUM, peer holdings, and inclusion rationale |
| Exclusion log | All removed investors with reason and revisit trigger |
| Scored investor table | All qualified investors with dimension scores and tier assignment |
| Tier 1 / 2 / 3 lists | Confirmed by user before profiles are generated |
| Tier 1 investor profiles | One structured profile per Tier 1 investor |
| Contact list | PM/analyst name and engagement route per Tier 1 investor |