Allocatin

Views

DashboardDiscoverConnectMessagesAgentProfile
PipelineMandatesPreviewSignalsPreviewAnalyticsPreviewEventsPreview
Apply
DashboardDiscoverConnectMessages

Preview › Analytics

Analytics

North-star metric
18
Qualified consented intros that advanced
+8 vs prior 30d
Active mandates (network)
16
Live intent across roles good
Match → intro rate
41%
Last 30 days good
Intro → meeting
56%
Consented intros good
AI drafts approved
28
0 auto-sends good
Overdue CRM tasks
4
Needs attention warn
Mutual interest pairs
5
Narrow climate cohort neutral
Verification upgrades
17
This quarter good
Network entities
100
Mock capital graph good
CRM contacts
15
Firm-owned relationships good
Doc views (30d)
44
Diligence + decks good

Relationship funnel

Discovered
186
Matched
72
Intro requested
34
Meeting
19
Diligence
11
Soft circle / term
6

Intros by week

W-4
W-3
W-2
W-1

Teal = consented · Dark = advanced to next stage

Network role mix

  • 28 Private equity
  • 22 Private credit
  • 18 Real estate
  • 14 Infrastructure
  • 12 Hedge funds
  • 9 Natural resources
  • 11 Secondaries
  • 24 Venture capital
  • 26 Pensions
  • 16 Insurers
  • 14 Endowments
  • 32 Family offices
  • 18 Funds of funds
  • 10 Private banks
  • 8 Sovereign wealth

Trust controls

  • Incorrect claim rate: 0.4%
  • Unwanted intro reports: 0
  • Avg mandate freshness: 11 days
  • Docs viewed (diligence): 47

Document engagement

44 total views
DocumentCounterpartyViewsViewersAvg timeTierConversion
Fund II overview deck
Temasek
Limited partner
623mmatchedIntro sent
Fund II overview deck
Investor AB
Family office
414mmatchedWarm intro pending
Full DDQ responses
HarbourVest Partners
Fund-of-funds
637mdiligenceMeeting confirmed
Subscription materials
BMW i Ventures
Corporate investor
215mapproved counterpartySoft circle
Northvolt Series A deck
Sequoia Capital
Venture capital
524mmatchedIntro accepted
Team bios
Harvard Management Company
Limited partner
312mmatchedSaved passport
Fund II overview deck
Ingka Investments
Family office
313mmatchedWarm intro pending
Fund II overview deck
Pantheon
Fund-of-funds
523mmatchedMeeting requested
ESG policy pack
CalPERS
Limited partner
326mdiligenceDDQ in progress
Climeworks Series A deck
Accel
Venture capital
424mmatchedIntro accepted
Team bios
Emerson Collective
Family office
211mmatchedFollow-up sent
Co-invest memo template
SoftBank Vision Fund
Corporate investor
115mmatchedUnder review