Investor Interaction

Our Goal

It is our goal to provide investors we work with a unique service with a minimum of disruption. For the time that investors spend with cap intro providers, they deserve the courtesy of being shown quality managers that fit their investment parameters. This is the sole objective of CIS when working with an investor. CIS will only present investors with information on managers that fit their allocation criteria.

It is a given that the investor must always remain in control of the cap intro process. At no point until the investor consents to a meeting does CIS communicate the contact details of the investor to the manager. Investors working with CIS experience the benefits of CIS filtering out a number of managers who do not fit their parameters.

Streamlining the Feedback Process

To streamline the feedback process between CIS and the investor, CIS uses ground-breaking technology in the cap intro industry by embedding an Indication of Interest form.

Investors taking advantage of this feedback process rid themselves of the annoying follow-up phone calls from the cap intro team looking for feedback on recently sent manager profiles.