Win the advisorchannel with a systembuilt for it.
Raising evergreen and semi-liquid funds through wirehouses, RIAs, broker-dealers, and family offices is a distribution business. We build the CRM, data, and AI your wholesalers and investor services team need to cover thousands of advisors and serve every investor.
Skydog is the partner of choice for asset managers overseeing $500B+ in AUM.
Where it breaks today.
What we hear most from private wealth distribution and IR teams before we start.
Thousands of advisors, a handful of wholesalers
Coverage gets decided by who called back last. Without territory data and activity in one place, the highest-potential advisors go untouched.
Flows show up weeks late
Subscription data arrives from platforms and transfer agents in different formats, so nobody can connect a wholesaler's activity to the money that followed.
Investor service doesn't scale
Every new fund brings more investors, more questions, and more paperwork. The team answering them stays the same size.
02 · The system we build
Four layers. One system.
The AI your team works in, the CRM underneath it, the overlay products that feed it, and the data you already have, connected and governed.
LAYER 01
AI Transformation
What your team works in
AI drafting advisor follow-ups, meeting prep, and investor service replies inside your approved compliance guardrails, with every message logged.
LAYER 02
CRM
The system of record
Salesforce Financial Services Cloud modeled for home offices, advisor teams, households, territories, and funds.
LAYER 03
Overlay products
Data and workflow on top
LAYER 04
Your data
Where the truth lives today
The wholesaler workspace
Know which advisor to call next, and why.
Each wholesaler opens a ranked list of advisors in their territory, with flows, engagement, and the reason each one surfaced today. Activity and flows are tied together, so leaders can see what's actually working.
- Advisor priority from flows, engagement, and fit
- Visit planning by territory and city
- Flows credited to the wholesaler and campaign behind them
Advisors in territory
1,240
Active this quarter
186
Net flows QTD
$42.6M
Call today, in order
Harbor Point Wealth
RIA
Calloway Advisor Team
Wirehouse
Ridgeline Private Wealth
RIA
Meridian Family Office
Family office
Oakline Partners
Broker-dealer
Five high-priority advisors are within 20 minutes of Tuesday's Atlanta meeting. Two haven't been visited this year.
Plan the Atlanta tripIllustrative example. Names and figures are fictional.
The agent menu
The agents we build most often for private wealth distribution and IR teams. If your team repeats it, we can build it.
Advisor Prioritizer
Ranks every advisor in a territory each morning, with the reason they surfaced.
Combines flow data, webinar and content engagement, advisor data, and CRM activity to score advisors, then pushes the top calls to each wholesaler's list with talking points attached.
What changes
What your team gets back.
Coverage decided by data
Wholesalers spend their week with the advisors most likely to allocate, not the ones who called back first.
Flows tied to activity
Leaders can see which territories, campaigns, and wholesalers bring in assets, and invest accordingly.
Service that grows with the fund
Routine requests and paperwork run through agents, so the team's attention goes to the investors who need a person.
Private Capital
Built for every team at a Private Capital company.
Four teams, one connected system. Each gets the tools, data, and AI agents built for the way it works.
Institutional Capital Raising & Investor Relations
LPs, consultants, DDQs, and quarterly reporting.
Explore 02Private Wealth Capital Raising & Investor Relations
Wholesalers, advisors, platforms, and evergreen flows.
You're here03Deal & Origination
Sourcing, intermediaries, pipeline, and IC.
Explore 04Value Creation & Ops
Portfolio KPIs, portfolio company GTM, and AI rollouts.
ExploreFAQ
Common questions
What's the best CRM for private wealth distribution of alternative funds?
Salesforce Financial Services Cloud handles the home office, advisor team, and household hierarchy that wealth distribution depends on, and scales to tens of thousands of advisor records.
Can you bring in flow data from platforms and transfer agents?
Yes. We build ingestion for the files you receive, normalize them, and match flows to advisors and households in the CRM.
How do you handle compliance for advisor communications?
We set up approved content libraries, approval steps, and full logging of every message, so communications can be reviewed under your compliance policies.
Do you work with evergreen and semi-liquid fund launches?
Yes. We help teams launching evergreen, interval, and other semi-liquid structures stand up distribution and investor service systems ahead of launch.