The AI Revolution in Investor Targeting

Reap Targeting is an AI-driven investor targeting tool that ranks institutional funds by how well they match your company. Legacy targeting stops at peer ownership — telling you who already holds your competitors. Reap goes further: it surfaces investors who are genuinely positioned and inclined to invest in your story, scored on financial fit, market presence, and investment style. The result is a ranked list of real targets your IR team can act on, not names that look similar on paper.

Traditional approaches — investment bank roadshows, IR consultant reports, and peer-ownership lookups — sell access or static PDFs built on crude comparisons. They are backward-looking and often obsolete within a quarter. Reap Targeting is built from fund DNA: what each fund actually owns across its portfolio. It is predictive, surfacing investors likely to have appetite for your company even if they have never held your peers. Every fund on your report is ranked, actionable, and refreshed as the market moves.

Every fund in your report receives a final match score built from three components. The factor score is the core: Reap profiles the financial characteristics of each fund's holdings and compares that DNA against your company, factor by factor. Regional affinity measures whether the fund actually invests in your market and gates out investors with no meaningful presence in your region. A style alignment bonus adds a modest refinement when the fund's investment style matches your company's character. Together, these produce a single score your team can trust to prioritize outreach.

Fund DNA is Reap's profile of the kinds of companies each institutional fund actually buys — built from real holdings data, including SEC filings such as 13F and N-PORT, not sector labels or peer lists. By comparing a fund's DNA against your company's profile, Reap identifies investors whose portfolios genuinely resemble you and who are inclined to invest in your story, even when they have never held your direct competitors.

Your Targeting Report is a ranked shortlist of the funds most likely to invest in your company — your highest-conviction targets scored for fit, accessibility, timing, and growth potential. Each entry includes a match score and written rationale, holdings count, available contacts, and AI-generated first outreach hooks tailored to each fund's mandate. Click any fund for full analysis: geographic exposure, AUM and turnover profile, alignment themes, and engagement opportunities. A built-in AI assistant lets your team explore matches, compare funds, and prepare for meetings — from ranked list to first outreach in one workflow.

Reap Targeting works alongside Reap IR Assistant, Insights, and Events — giving your team a complete toolkit for investor engagement. Use Targeting to identify and prioritize outreach, the IR Assistant to handle inbound inquiries 24/7, Insights to understand investor sentiment and themes, and Events to prepare for earnings calls and roadshows. Proactive targeting and reactive engagement in one platform.