The Manager View Beyond the Pitch Deck
See recent deals, deployment pace, team movement, and strategy changes across the manager landscape, with the evidence behind each.
Manager Research Between Review Cycles
Deals close, teams change, and strategies evolve on a different cadence than formal diligence and committee meetings.
The Pitch Deck Is a Point in Time
A manager's materials describe the strategy at presentation. Deployment history shows how it has been executed across deals, markets, and cycles.
What Capdex Adds:
Place recent deals and deployment history alongside the manager's materials and your diligence.
Research Lives Across Sources
Manager materials, deal history, firm news, and team changes arrive through different channels and on different schedules.
What Capdex Adds:
Corroborate the manager view with connected firm, professional, deal, and activity context.
Managers Report on Different Terms
Each manager describes strategy, track record, and portfolio activity through its own taxonomy and reporting cadence.
What Capdex Adds:
Organize manager activity, strategy context, and team information in a consistent research view.
Activity Continues Between Reviews
Deals, hires, departures, and strategy changes continue between committee meetings and formal manager reviews.
What Capdex Adds:
See what changed between review cycles and decide which changes matter to the portfolio.
How Institutional Investors Use Capdex
From initial diligence through portfolio reviews, keep manager activity, team changes, and strategy context connected.
Manager Due Diligence
Scenario:
You're evaluating a $200M value-add fund manager for a potential $50M allocation.
Outcome:
Bring current, source-backed market evidence into the allocation decision.
How Capdex Helps
Frame: Apply your diligence criteria and allocation objectives
Corroborate: Review recent deals, market focus, and strategy context alongside manager materials
Compare: Place the activity in context with relevant value-add managers
Evaluate: Bring team composition and recent firm developments into your decision process
Portfolio Activity Between Reviews
Scenario:
You need to stay current on 15 real estate managers across your $2B portfolio.
Outcome:
Keep each manager's activity, team, and strategy context current between formal reviews.
How Capdex Helps
Follow: Deal activity and announcements across the portfolio manager set
Context: Review manager strategy changes and related market developments
Activity: Team moves, new hires, and organizational changes
Review: Bring the relevant activity and its evidence into the existing committee workflow
Market Research
Scenario:
You're considering increasing allocations to industrial real estate across multiple managers.
Outcome:
Bring a current, comparable view of industrial managers into the allocation discussion.
How Capdex Helps
Frame: Set the industrial strategy and manager criteria for the research
Review: Search managers with recent industrial activity
Compare: Place deal flow, team context, and market positioning side by side
Decide: Apply your allocation framework to the broader evidence set
Intelligence Platform for Institutional Investors
Keep manager activity, strategy, team context, and source evidence connected in one current research view.
Manager Context
Bring demonstrated investment patterns, preferences, market focus, and team context into one research view.
- Investment focus and strategy context
- Deal size and geographic preferences
- Asset class specialization insights
- Team composition and key personnel
Activity Evidence
Review how a manager has actually deployed over time, with the deal history as evidence beside your diligence.
- Investment timing and frequency patterns
- Deal flow and partnership context
- Market positioning across peers
- Strategy evolution and focus shifts
Between Reviews
Know what each manager did, and what moved in the market, between formal reviews.
- Deal announcements as they land
- Manager activity and strategy updates
- Market trend identification
- Team movement and organizational changes
Manager Landscape
Search and compare managers using the investment criteria your team sets.
- Criteria-based manager research
- Emerging manager context
- Strategy and market comparisons
- Evidence for allocation research