Expert independent referencing by trusted specialists
We create confidential independent reference reports, an essential due diligence tool to share with investors during fundraising to optimise your messaging, speed up your process and save the time of your referees and investors.
How we can help
Our detailed reference reports provide high quality insights into your fund, while our confidential process ensures real credibility with investor audiences.
Insight Referencing can...
Save valuable time for you, your investors and your referees
Help you to build closer investor relationships more quickly
Give full coverage of what investors want to know and questions they want to ask
Focus attention on insights from the professionals that you best
Complement and support your fundraising messages on your team, strategy, market and investment performance
Demonstrate how your strategy succeeds, with real life examples and commentary from referees
Our value-add
We know what investors want to ask and what they need to know in order to promote your investment case effectively
Investment & Fundraising
Experience
Our attention to detail, independence and LP background help to maximise each report’s credibility with investors, enhancing its impact on the decision-making process
Rigorous & Credible
We recognise the right questions to ask and can hold a meaningful conversation about the investment case and broader market
Commercial instincts
We have the experience to recognise and probe interesting points, to handle the unexpected, and to adapt to changing situations
Resourceful & Flexible
We build rapport with senior referees based on mutual respect
Seniority
We tailor our questions to your investment case and provide highly relevant feedback based on our own experience of talking to your referees
Insightful
What our clients say
We worked with Lucy and Sarah in preparation for our recent fundraise when they conducted a blind referencing exercise for us to share with potential investors. Lucy and Sarah have complementary skillsets which make them highly effective verbal and written communicators. This gave us the confidence to engage them as a provider who would liaise directly with some of our closest stakeholders. We were time-constrained with this project, but Lucy and Sarah were willing to dig deep to conduct the interviews and deliver the report to us quickly, managing us well throughout the process.
Tenzing