Managers

FOR MANAGERS

A premier investor introductory service.

Discover, connect, and meet allocators from throughout the world on one platform.

How it Works

By collecting extensive information from allocators about their investment goals, our algorithmic matchmaking technology uses qualified data to match you with relevant leads.

DISCOVER

Upload your performance data and marketing materials directly into the platform. Present your funds, connect with interested investors, and maintain control over how your information is shared.

CONNECT

Our matching algorithm automatically surfaces allocators looking to invest in strategies like yours. You can browse, filter, analyze, and send messages or meeting requests.

MEET

Video and voice calls take place directly on the platform via your desktop or mobile device without the need to download additional software. Once your meetings are confirmed, just open the app and join.

Discover

Connect with hundreds of allocators
Join us at our live events
Exclusive access to XXXX webinars by industry titans
Something about business model – just pay for the connections you get???

Connect

Comprehensive fund profiles
Industry leading meeting technology
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Meet

They are opt-in, qualified investors that have been invited to be included in the Capital Club and interviewed by our team. New investors are added each week.

Who are the Allocators?

They are opt-in, qualified investors that have been invited to be included in the Capital Club and interviewed by our team. New investors are added each week.

A Global Platform for a Connected World

Schedule Meetings

Our built-in calendar functionality allows for easy scheduling that works for both parties. Customize your availability within the platform to receive inbound meeting requests and synchronize your Upscale meetings to your personal calendar.

Direct Message And Send Meeting Requests

Start conversations or keep relationships moving forward. Fund managers that you engage with can send attachments to share quantitative results and due diligence details before, during, and after meetings.

Meet Virtually In One Platform

Voice or video call with prospects from anywhere directly within the Upscale meeting lobby. Leverage all-in-one connection capabilities to learn more about specific funds, have detailed discussions, or receive performance updates.

Real-Time Access Anywhere, Anytime

Whether from your desktop or mobile device, you can voice call or video call with prospects from anywhere directly within Context 365. Download our app for your tablet or mobile device to connect from anywhere, at any time.

Why Upscale?

Upscale is dedicated to connecting you with quality allocators in the most efficient way possible. We believe that outstanding connections happen with a mix of high-quality data and algorithmic matchmaking. Our technology and team’s combined expertise can help accelerate your productivity in investment searches or fund growth by giving you direct access to our alternative investment network, research, analytics, and reporting platform.