Investor targeting

Investor targeting for listed and private issuers

Investor targeting is finding the institutions most likely to invest in your company and ranking whom to meet first. Issuers builds a shortlist of funds with a fit score from mandate, ticket size, sector exposure and past participation in public filings and your CRM.

Investor relations lead and CFO reviewing a shortlist of institutional investors on a screen in a bright office

01 Shortlist

A ranked shortlist instead of a list of every fund that exists

A CFO preparing a placement usually starts with a bought list of several thousand institutions and a few names from the bankers. Weeks go into calls with funds that never hold a company of that size or sector. Issuers starts from your offering instead: size, instrument, sector, market cap and geography. It returns the funds whose filings and history fit, ranked, with the reasons on each row.

NWND follow-on, $120M, shortlist

38 funds scored, 12 shown, sorted by fit

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Harbor Ridge Capital

13F, Q2 2026

91 / 100

Industrials mandate Ticket $10M to $40M Holds 3 peers
Pinecrest Asset Management

N-PORT, Jun 2026 13F, Q2 2026

86 / 100

Small cap growth Joined 2 follow-ons
Calder Point Partners

13F, Q2 2026 CRM, Mar 2026

78 / 100

Sector exposure 14% Met in March
Juniper Vale Investors

13G, Aug 2026

72 / 100

Passive above 5% in peer Europe and US
Alder Street Advisors

13F, Q2 2026

64 / 100

Ticket below range Industrials mandate

02 Fit score

Six weighted factors, each one visible on the investor card

The score is a weighted sum from 0 to 100. The weights below are an example for an equity follow-on; you change them per offering and the list reorders immediately. A fund never gets a score without the facts behind it.

25%

Mandate

Style, asset class and market cap range from fund documents and holdings patterns. A large cap value fund scores low for a $900M industrial.

20%

Ticket size

Typical position size from past filings compared with your offering size. Too small wastes a meeting, too large rarely allocates.

20%

Sector exposure

Share of the portfolio in your sector today and the trend over the last four quarters.

15%

Past participation

New positions that appeared after comparable offerings, and allocations recorded in your CRM.

10%

Peer holdings

Positions in the peer group you define. A holder of three peers already knows the story.

10%

Geography

Where the fund invests and where its team sits, for roadshow planning across the US and Europe.

A bond issue changes the picture. Ticket size and past participation in comparable issues matter more than peer equity holdings, so the bond template starts with different weights and looks at fixed income funds first. Weights are illustrative. Building a shortlist uses one Copilot action, and a regenerated list after a weight change uses another. Growth includes 300 actions a month, Public 1,200 and Enterprise 3,500.

03 Data sources

Built from public filings on SEC EDGAR and from your own history

13F

Institutional holdings

Long positions in 13(f) securities held by managers with 100 million dollars or more under management, filed within 45 days after each calendar quarter end. The base layer for mandate, sector and peer factors.

13D and 13G

Holders above five percent

Filed when a holder passes five percent of a class. Shows concentrated and activist positions that a quarterly snapshot misses.

N-PORT

Registered fund portfolios

Holdings of mutual funds and ETFs at fund level rather than manager level, made public on a delay. Useful for small cap specialists inside large fund families.

Your CRM

What filings cannot show

Meetings, interest expressed, past allocations and declines. This is where past participation gets its most reliable signal.

The same filings show who already owns you. A listed issuer usually combines targeting with shareholder identification to see which current holders are adding and which new names fit before the next roadshow.

04 Export and compare

Take the list to outreach, your CRM or a spreadsheet

A shortlist exports to CSV with every score, reason and source, or moves into the Issuers CRM in one step. From there each fund becomes a target in the offering, gets sequenced outreach from your own mailbox and a brief before the meeting. For a private placement, the whole flow sits in the capital raising software workspace, data room included. Contacts count toward your CRM limit of 2,500 on Growth, 25,000 on Public and 150,000 on Enterprise.

Issuers investor targeting compared with buying a list and with targeting in a legacy IR suite
Point	Bought investor list	Legacy IR suite targeting	Issuers
Starting point	Every fund in a category	Holdings screens	Your offering and your peer group
Ranking	None	Screen filters	Fit score 0 to 100 with adjustable weights
Why a fund is on it	Not shown	Partly, by filter	Reasons and a source on each factor
Your own history	Not included	If you keep the suite CRM	CRM meetings and allocations feed the score
Freshness	As of purchase	Quarterly	Updated as new filings appear on EDGAR
Price	Per list or seat	Quoted, often large cap pricing	Included from $499 a month billed yearly

05 Boundaries

A ranking tool for your team, not an introduction service

Issuers is software for issuers. It is not a broker dealer, placement agent or investment adviser, does not contact investors on your behalf, does not place or sell securities and gives no investment advice. Your team decides whom to approach and what to send, and remains responsible for complying with the offering rules that apply, such as private placement and solicitation limits.

The fit score ranks institutions by how well public data matches your offering. It is not a prediction that a fund will invest.

0 to 100

Fit score range, with six visible factors.

45 days

Deadline after quarter end for 13F filings, the main holdings source.

13F

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Questions

Questions issuers ask before they start

What is investor targeting?

Investor targeting is the work of finding the institutions most likely to buy your shares or bonds and deciding whom to meet first. It replaces a long list of every fund that exists with a ranked shortlist of those whose mandate, ticket size and current holdings fit your company. In Issuers you set the offering or the goal, and the shortlist is built from public holdings filings and your own CRM history, with a fit score and the reasons behind it. The shortlist then feeds outreach, meetings and the investor relations CRM.

How is an investor fit score calculated?

The fit score runs from 0 to 100 and is a weighted sum of six factors: mandate match (style, asset class, market cap range), ticket size compared with your offering, exposure to your sector, past participation in similar offerings, holdings in your peer group, and geography. Each factor is scored from the data and shown on the investor card with its source, so you can see why a fund ranks where it does. You can change the weights for each offering, for example raising peer holdings for a follow-on or ticket size for a bond. The score ranks, it does not recommend.

Which public filings feed the target list?

Form 13F gives the long positions in 13(f) securities of institutional managers with 100 million dollars or more under management, filed within 45 days after each calendar quarter end. Schedule 13D and 13G show holders above five percent of a class. Form N-PORT shows the portfolio holdings of registered funds such as mutual funds and ETFs, made public by the SEC on a delay. All are read from SEC EDGAR. Your own CRM adds what filings cannot show: meetings, interest expressed and past allocations. The same filings drive shareholder identification.

Can we export the target list?

Yes. Any shortlist exports to CSV with the fund, contacts, fit score, each factor score, the reasons and the source of each figure. Selected funds can also be added to the Issuers CRM in one step, where they become targets for outreach and meeting briefs and keep their score history. If your team works in another CRM, the CSV columns map to standard account and contact fields. Exports are recorded in the audit trail with the user and the time, so you know which list left the workspace and when.

Build your first shortlist this afternoon

Investor targeting is included on every plan. Growth starts at $499 a month billed yearly with 300 Copilot actions, CRM for 2,500 contacts and 2 data rooms.