Phase 2: Intelligent Investor Qualification
Phase 2 develops a governed understanding of each prospective investor's relevance, circumstances, interests, readiness, and relationship potential.
What Phase 2 establishes
Intelligent Investor Qualification is the governed AIAS approach to understanding prospective investors without reducing them to a single yes-or-no lead status. Qualification supports appropriate current action while preserving relationships that may become relevant to a future offering or at a later point in the investor's journey.
Why Phase 2 matters
An investor who is not appropriate or ready for one opportunity is not automatically without future relationship value. Phase 2 helps the organization use its time responsibly, communicate appropriately, and preserve qualified relationships instead of discarding them because they do not fit one immediate transaction.
Intended organizational outcome
Qualified Investor Relationships with sufficient governed context to support appropriate continued development.
Public metrics associated with this phase
- QIR|Qualified Investor Relationships
- NQIR|New Qualified Investor Relationships
- EQIR|Existing Qualified Investor Relationships
- CQIR|Cost per Qualified Investor Relationship
- EC|Evidence Confidence
Related AIAS concepts
- Intelligent Investor Qualification
- Qualified Investor Relationship
- Investor Readiness
- Investor Relationship State
- Opportunity State
Executive question
What do we responsibly understand about this investor relationship, and what form of continued development is appropriate now?
Evaluate the investor-acquisition capability behind the raise.
Capital Sourcing Partners helps fund managers, syndicators, capital raisers, and investment organizations design, implement, and strengthen the Investor Acquisition Vehicle through which AIAS operates.