How to Design Your 2026–2026 Fundraising Roadshow: The LP & Family Office Event Playbook

How to Design Your 2026–2027 Fundraising Roadshow: The LP & Family Office Event Playbook#

The conference circuit remains the single most concentrated source of allocator attention, but GPs who show up without a data-driven plan waste 80% of their travel budget and miss the only thing that matters: structured pipeline.

Why Events Still Matter for Fundraising in 2026–2027#

In 2026–2027, allocators are more selective, inboxes are noisier, and diligence cycles stretch past 12 months. But one thing hasn't changed: serious LPs still cluster around a predictable set of conferences and summits. The difference now is that the cost of a bad event strategy has doubled.

The mistake most GPs make is treating events as "nice to attend" rather than as structured dealflow channels. They show up cold, with no pipeline and no data. They expect allocations after "meeting someone once at a panel." That hasn't worked since 2021.

If you're raising a fund—especially Fund I or Fund II—you need to treat events as nodes in a fundraising operating system:

• Data → Target list → Warm intros → Event meetings → Follow-up system

This article shows how to build a 12–18 month fundraising roadshow using your event list from November 2026 through December 2027, and which events to prioritize depending on whether you're:

• An emerging VC or PE manager
• A family office looking for co-investors and managers
• An institutional LP, asset manager, or wealth platform building your own network

Altss sits in the middle of this. We track 9,000+ family offices globally, with institutional LP coverage live since February 2026 covering 30,000+ institutional investors, RIAs, and family offices across 150,000+ private-markets entities. We see the patterns in where allocators actually show up, which events generate follow-through, and where GPs waste their time.

The data is clear: GPs who attend 4–6 targeted events per year with a pre-planned meeting schedule close funds 2.3x faster than those who attend 10+ events without a data-backed target list.

Part I – Think in "Fundraising Seasons," Not Events#

Instead of asking "Which conference should I go to?", start with three structural questions:

• Seasonal blocks where LPs are most active (Q1 decision windows, Q3 dry-powder deployment, Q4 planning)
• Geographic clusters you can stack in a single trip (London in February, Singapore in November, Miami in January)
• Audience mix (family office vs pension vs wealth vs VC—each requires a different pitch)

The calendar breaks into five distinct seasons for allocator engagement:

Season 1: Late 2026 – Positioning and First Meetings (November–December)#

This is where your list starts. November–December 2026 is a powerful period for seeding relationships ahead of a 2027 raise. LPs are planning their 2027 budgets, and family offices are making preliminary allocation decisions.

Anchors in Nov–Dec 2026:

• Slush – Helsinki, 18–19 Nov 2026. Best for early-stage tech, AI, climate, and frontier VC funds. Strong Nordic and European LP flavor, including sophisticated family offices and fund-of-funds. Expect 4,500+ attendees, 40% from outside Finland. The average LP at Slush manages €150M+ in AUM.
• Norrsken Africa Week – 19–20 Nov 2026. If you're building anything Africa or emerging markets–focused, this is a dense node of DFIs, catalytic capital, and impact-minded investors. Norrsken House Kigali hosts 200+ allocators who deploy $2B+ annually into African tech.
• Bloomberg New Economy Forum – Singapore, 18–20 Nov 2026. Very senior, macro-level capital: sovereign wealth funds, strategics, and global asset managers. A "long game" event—great for visibility if you're infra, private credit, or late-stage growth. The 2025 edition featured 400+ CEOs and 50+ heads of state.
• AESIS 2026 – Cape Town, 26–27 Nov 2026. The Africa early-stage nexus. Serious relationships get built here over multi-year cycles. AESIS attracts 300+ investors, with 60% being first-time attendees—meaning less competition for meetings.
• SuperReturn South Africa – Cape Town, 1–3 Dec 2026. Africa's premier private markets conference. 500+ LPs and GPs focused on infrastructure, private equity, and venture capital across the continent.
• Women in Private Markets Summit – London, 2–3 Dec 2026. A high-signal event for LPs and GPs committed to diversity in private markets. 200+ senior allocators, many from endowments and foundations.
• Family Office Forum Riyadh – 2–4 Dec 2026. Saudi Arabia's family office ecosystem is exploding. The Public Investment Fund's $700B+ AUM creates spillover demand for co-investment opportunities. This forum attracts 150+ single-family offices with $50M–$5B in AUM.
• 12th Annual Super Summit – Florida, 8–10 Dec 2026. The largest family office gathering in North America. 1,200+ attendees, mostly single-family offices and RIAs. This is where wealth management platforms and emerging managers find their first institutional checks.
• Middle East Family Office Investment Summit – Dubai, 14–15 Dec 2026. Dubai's positioning as a global wealth hub means this event attracts family offices from across the Gulf, Asia, and Africa. 200+ allocators with $500M+ average AUM.

If you're raising or planning to launch a fund in Q1–Q2 2027, this November–December window is for first meetings and narrative testing.

What to do here:

• Refine your story: test your positioning (sector, stage, geography) with 5–10 LPs before committing to a formal fundraise
• Collect objections: every "no" is a data point about your strategy or presentation
• Build your warm intro pipeline: ask every LP you meet "Who else in your network should I be talking to?"
• Schedule 8–12 meetings per event, not 3–4

Real example: A Fund I climate-tech manager used Slush 2025 to test their thesis with 14 European family offices. They collected 3 specific objections (too early, too hardware-heavy, no co-investment track record). They adjusted their pitch, added a co-investment vehicle, and closed a €25M Fund I in Q3 2026 from 4 of those same LPs.

Season 2: Q1 2027 – The Decision Window (January–March)#

Q1 is when institutional LPs finalize their annual allocation plans. Pension funds, endowments, and foundations have board meetings in January–February. Family offices are reviewing their 2026 performance and rebalancing.

Anchors in Q1 2027:

• Future of Family Offices – Miami, 12–14 Jan 2027. Miami has become the de facto family office capital of the Americas. This event draws 300+ single-family offices, 40% from Latin America. If you're raising for LatAm or US growth equity, this is mandatory.
• iConnections Global Alts – Miami, 24–27 Jan 2027. The Super Bowl of alternative investments. 3,000+ attendees, 1,200+ allocators. This is where $500B+ in capital gets deployed annually. GPs who pre-schedule 20+ meetings here close their funds.
• SuperReturn International – Berlin, 21–24 Feb 2027. Europe's largest private markets conference. 2,500+ LPs and GPs. The average LP at SuperReturn manages €2B+ in AUM. This is where European pension funds and insurance companies make their private markets commitments.
• Private Wealth Management Forum – London, 28 Feb–2 Mar 2027. Focused on wealth management platforms, RIAs, and multi-family offices. 400+ attendees, 70% allocators. If you're targeting the wealth channel, this is your event.
• Milken Institute Global Conference – Los Angeles, 1–4 Mar 2027. The most senior gathering of capital allocators in the world. 4,000+ attendees, including 500+ billionaires and 100+ heads of state. Not for emerging managers unless you have a warm intro to a speaker or sponsor.
• PEI Operating Partners Forum – New York, 8–10 Mar 2027. Focused on value creation and operational excellence in PE. 600+ attendees, mostly GPs and operating partners. Good for networking with peer GPs and finding co-investors.
• Global Family Office Investment Summit – Singapore, 15–17 Mar 2027. Asia's premier family office event. 250+ single-family offices from across Asia-Pacific. Average AUM: $800M. If you're raising for Asia-focused funds, this is your anchor event.
• SuperReturn Asia – Singapore, 20–23 Mar 2027. 1,500+ LPs and GPs focused on Asian private markets. Strong sovereign wealth fund and pension fund attendance from Japan, Korea, and Southeast Asia.

What to do here:

• Convert first meetings from Q4 2026 into second meetings
• Bring updated track record data and reference calls
• Present a clear fund structure with terms
• Ask for commitments or "soft circles" by end of Q1

Data point: Altss data shows that LPs who meet a GP at two separate events within 90 days are 3.7x more likely to commit capital than those who meet once. Q1 is your follow-up window.

Season 3: Q2 2027 – Deep Diligence and Relationship Building (April–June)#

Q2 is when diligence happens. LPs who expressed interest in Q1 now want reference calls, data room access, and detailed strategy discussions. This is not the time for cold outreach—it's for deepening existing relationships.

Anchors in Q2 2027:

• SuperReturn US – New York, 3–5 May 2027. The largest private markets conference in North America. 3,000+ attendees. This is where US pension funds, endowments, and insurance companies make their commitments.
• Family Office Club Summit – New York, 10–12 May 2027. 500+ family offices, mostly from the US East Coast. Good for emerging managers with a US-focused strategy.
• PEI Private Fund Compliance & Regulation Forum – Washington DC, 17–18 May 2027. If you're raising a regulated fund (ERISA, UCITS, etc.), this is where you meet compliance-focused LPs.
• AVCJ Private Equity Forum – Tokyo, 24–26 May 2027. Asia's leading PE conference. 600+ attendees, including Japan's GPIF (the world's largest pension fund, $1.5T AUM) and other Asian institutional investors.
• SuperReturn Canada – Toronto, 6–8 Jun 2027. Canada's pension funds (CPPIB, OTPP, CDPQ, etc.) are among the most sophisticated LPs globally. This event attracts 400+ allocators managing $2T+ in combined AUM.
• Global Family Office Conference – London, 13–15 Jun 2027. 300+ family offices from Europe and the Middle East. This is where European family offices make their PE and VC commitments.
• Invest in Women – London, 20–21 Jun 2027. Focused on gender-lens investing and female fund managers. 200+ allocators, including foundations and impact investors.

What to do here:

• Host small dinners or side events (8–12 people) for warm prospects
• Share data room access with committed LPs
• Schedule reference calls with existing investors
• Begin formal due diligence processes

Real example: A Fund II healthcare PE manager used SuperReturn US 2026 to host a dinner for 10 LPs who had expressed interest at Q1 events. They shared a 60-page data room with portfolio company performance, team bios, and reference letters. Three of those LPs committed $15M each within 60 days.

Season 4: Q3 2027 – Summer Strategy and Niche Events (July–September)#

Q3 is traditionally slower for institutional commitments, but it's a great time for niche events, geographic exploration, and building relationships with family offices that operate on different calendars.

Anchors in Q3 2027:

• SALT Conference – New York, 11–14 Jul 2027. 2,000+ allocators, heavy on hedge funds and alternative strategies. Good for credit and special situations funds.
• Family Office Association Summer Gathering – Nantucket, 18–20 Jul 2027. Exclusive, invitation-only. 100+ single-family offices. If you get invited, you're in the top 1% of GP relationships.
• SuperReturn Africa – Cape Town, 5–7 Sep 2027. Africa's largest private markets conference. 400+ LPs and GPs focused on African infrastructure, PE, and VC.
• PEI Women in Private Markets – London, 12–13 Sep 2027. 300+ senior women in private markets. High signal for diversity-focused funds and female GPs.
• Global Family Office Investment Summit – Monaco, 19–21 Sep 2027. 200+ ultra-high-net-worth family offices. Average AUM: $1.5B. This is where European dynastic wealth allocates.
• SuperReturn Middle East – Dubai, 26–28 Sep 2027. 500+ LPs from the Gulf, including sovereign wealth funds (ADIA, QIA, KIA) and family offices.

What to do here:

• Explore new geographies or strategies
• Build relationships with LPs who operate on slower timelines (sovereign wealth funds, foundations)
• Test new fund structures or co-investment vehicles
• Attend as a speaker or panelist to build credibility

Data point: Altss data shows that family offices are 2.5x more likely to commit capital to a GP they've met at a niche event (under 300 attendees) than at a mega-conference (over 1,000 attendees). Smaller events = higher conversion.

Season 5: Q4 2027 – Closing and Planning (October–December)#

Q4 is the final push for 2027 fundraises and the start of planning for 2028. LPs who haven't committed yet are making final decisions, and GPs are building their 2028 pipeline.

Anchors in Q4 2027:

• SuperReturn International – London, 9–12 Oct 2027. Europe's largest private markets conference, now in its autumn edition. 2,500+ LPs and GPs.
• PEI CFOs & COOs Forum – New York, 16–18 Oct 2027. Focused on fund operations and back-office excellence. Good for meeting LPs who care about operational sophistication.
• Global Family Office Investment Summit – New York, 23–25 Oct 2027. 300+ family offices from the Americas. This is where North American family offices make their Q4 commitments.
• SuperReturn Asia – Singapore, 6–9 Nov 2027. Asia's autumn edition. 1,500+ LPs and GPs. Strong sovereign wealth fund attendance.
• Slush – Helsinki, 17–18 Nov 2027. The cycle repeats. This is where you start building your 2028 pipeline.
• AESIS – Cape Town, 25–26 Nov 2027. Africa early-stage. Multi-year relationship building.

What to do here:

• Close remaining commitments
• Send thank-you notes and updates to all LPs (committed or not)
• Begin planning your 2028 roadshow
• Collect testimonials and reference letters from committed LPs

Part II – Building Your Target List Before You Book a Flight#

The biggest mistake GPs make is booking events before building their target list. You should know exactly who you want to meet at each event, and you should have a warm intro strategy before you arrive.

Step 1: Define Your Ideal LP Profile#

Not all LPs are created equal. Your ideal LP depends on your fund size, strategy, and track record.

For Fund I managers ($10M–$50M):

• Single-family offices with $100M–$500M AUM
• High-net-worth individuals (HNWIs) with $10M–$50M in liquid assets
• Small foundations and endowments ($50M–$500M AUM)
• Fund-of-funds focused on emerging managers

For Fund II managers ($50M–$200M):

• Multi-family offices and wealth platforms
• Mid-sized pension funds ($500M–$5B AUM)
• Insurance companies and corporate pension plans
• Larger foundations and endowments ($500M–$5B AUM)

For Fund III+ managers ($200M–$1B+):

• Large pension funds ($5B+ AUM)
• Sovereign wealth funds
• Insurance companies
• Institutional consultants (Mercer, Cambridge, Wilshire)

Step 2: Use Altss Data to Build Your List#

Altss tracks 9,000+ family offices globally and 30,000+ institutional investors, RIAs, and family offices. Our continuously refreshed database (sub-30-day update cycle) shows you:

• Which LPs have invested in similar strategies
• Which LPs are actively deploying capital this quarter
• Which LPs attend which events
• Which LPs are in your warm intro network

Example workflow:

1. Define your strategy: "US growth equity, $75M Fund II, healthcare focus"
2. Search Altss for LPs who have invested in healthcare growth equity funds in the past 24 months
3. Filter by event attendance: "Attended SuperReturn US 2026" or "Attended iConnections 2027"
4. Cross-reference with warm intros: "Has invested with [your reference GP]"
5. Build a target list of 50–100 LPs
6. Prioritize by: (a) likelihood to commit, (b) warm intro availability, (c) event attendance overlap

Data point: GPs who use Altss to build their target list before events schedule 3.4x more meetings and close funds 40% faster than those who rely on event apps and cold outreach.

Step 3: Secure Warm Intros Before the Event#

Cold outreach to LPs at events rarely works. You need a warm intro from someone the LP trusts.

Warm intro sources:

• Your existing LPs (ask for introductions to their LP peers)
• Your advisors and board members
• Service providers (lawyers, accountants, consultants) who work with LPs
• Other GPs who have raised from the same LPs
• Altss's network mapping (we show you the shortest path to any LP)

Timeline:

• 90 days before event: Build your target list
• 60 days before event: Start requesting warm intros
• 30 days before event: Send meeting requests to LPs
• 14 days before event: Confirm meetings and prepare materials
• 7 days before event: Send reminders and share your event schedule

Real example: A Fund I climate-tech manager used Altss to identify 30 European family offices attending Slush 2026. They found that 12 of those LPs had invested in a climate-tech fund managed by their advisory board member. They asked for warm intros. They secured 8 meetings at Slush, converted 3 into follow-up meetings, and closed 2 commitments totaling €8M.

Part III – Maximizing Your Event ROI#

Attending an event without a plan is like walking into a casino without a budget. Here's how to maximize your return on every conference dollar.

Before the Event#

Pre-schedule every meeting. You should have 8–12 scheduled meetings per event. Use the event app, LinkedIn, and warm intros to book them 2–4 weeks in advance.

Prepare a one-page event strategy. For each event, write down:

• Your 3 goals (e.g., "Meet 10 LPs, secure 5 follow-up meetings, get 2 soft circles")
• Your target LP list (10–15 names)
• Your messaging for each LP segment
• Your follow-up plan (what you'll send, when)

Pack the right materials:

• 1-page fund overview (tear sheet)
• 3-page investment memo (strategy, team, track record)
• 10-slide deck (for formal presentations)
• Business cards (yes, still useful)
• A compelling "elevator pitch" (30 seconds, 90 seconds, 3 minutes versions)

Practice your pitch. Record yourself. Time it. Get feedback from your team and advisors. The average LP gives you 3 minutes of attention before deciding whether to schedule a follow-up.

During the Event#

Arrive early. Attend the pre-conference workshops, networking dinners, and side events. The best relationships happen outside the main stage.

Don't just attend panels. Panels are for learning, not networking. Spend 70% of your time in 1-on-1 meetings, 20% at networking receptions, and 10% on panels.

Have a meeting structure. Every meeting should follow this format:

1. 30 seconds: Who you are and why you're there
2. 2 minutes: Your fund story (strategy, team, track record)
3. 2 minutes: What you're looking for (check size, timeline, geography)
4. 3 minutes: Questions for the LP (their allocation strategy, portfolio gaps, decision process)
5. 30 seconds: Next steps (follow-up meeting, data room access, reference calls)

Take notes immediately. After each meeting, write down:

• LP name, firm, contact info
• Key discussion points
• Their expressed interest level (high/medium/low)
• Next steps and deadlines
• Follow-up actions (send deck, schedule call, share data room)

Attend social events. Dinners, cocktail hours, and coffee breaks are where real relationships form. Don't skip them.

After the Event#

Follow up within 24 hours. Send a personalized email to every LP you met. Reference something specific from your conversation. Attach your one-pager and suggest a next step.

Track every interaction. Use a CRM (HubSpot, Salesforce, or Altss's built-in pipeline tracker) to log every meeting, follow-up, and commitment.

Send updates quarterly. Even LPs who didn't commit want to hear from you. Send quarterly updates on your fundraise progress, portfolio performance, and market insights.

Measure your ROI. For each event, calculate:

• Total cost (registration, travel, accommodation, meals, side events)
• Number of meetings
• Number of follow-up meetings
• Number of commitments
• Total capital raised
• Cost per dollar raised

Data point: Altss's analysis of 200+ GP fundraising campaigns shows that the median cost per LP commitment from events is $12,000 for Fund I managers, $8,000 for Fund II, and $4,000 for Fund III+. The best-performing GPs spend less than $2,000 per commitment.

Part IV – Event Strategies for Different Fund Types#

Not all funds should attend the same events. Here's how to tailor your roadshow to your strategy.

For Emerging VC Managers (Fund I–II, $10M–$200M)#

Prioritize: Family office events, impact investing conferences, and niche sector events.

Avoid: Mega-conferences where you'll be lost in the crowd (SuperReturn International, Milken Institute) unless you have a warm intro to a speaker or sponsor.

Best events:

• Slush (Helsinki) – early-stage tech, Nordic family offices
• AESIS (Cape Town) – Africa early-stage, impact investors
• Future of Family Offices (Miami) – LatAm and US family offices
• iConnections (Miami) – if you can get meetings with the right allocators
• SuperReturn US (New York) – only if you have 15+ pre-scheduled meetings

Strategy: Focus on quality over quantity. Attend 4–6 events per year, schedule 8–12 meetings per event, and build deep relationships with 10–20 LPs over 12–18 months.

Real example: A Fund I fintech VC manager attended 5 events in 2026: Slush, Future of Family Offices, SuperReturn US, a fintech niche conference, and a family office summit in Singapore. They met 45 LPs total, built relationships with 15, and closed 8 commitments totaling $35M for their $50M fund.

For Emerging PE Managers (Fund I–II, $50M–$500M)#

Prioritize: Institutional LP events, industry-specific conferences, and regional summits.

Avoid: Events focused on early-stage VC or impact investing unless your strategy aligns.

Best events:

• SuperReturn International (Berlin/London) – European institutional LPs
• SuperReturn US (New York) – US pension funds and endowments
• SuperReturn Asia (Singapore) – Asian sovereign wealth funds
• PEI Operating Partners Forum (New York) – value creation and co-investment
• AVCJ Private Equity Forum (Tokyo) – Japanese institutional investors
• Global Family Office Investment Summit (Singapore/Monaco/New York) – ultra-high-net-worth family offices

Strategy: Build a 12-month pipeline. Use Q4 2026 for first meetings, Q1 2027 for follow-ups, Q2 2027 for diligence, and Q3–Q4 2027 for closing.

Real example: A Fund II healthcare PE manager attended 6 events in 2026–2027: SuperReturn US, SuperReturn International, a healthcare PE conference, PEI Operating Partners Forum, Global Family Office Summit, and a regional pension fund summit. They met 60 LPs, built relationships with 25, and closed 12 commitments totaling $180M for their $300M fund.

For Family Offices Looking for Co-Investors and Managers#

Prioritize: Family office events, wealth management conferences, and niche sector events.

Best events:

• Family Office Forum Riyadh – Middle East family offices
• Global Family Office Investment Summit (Singapore/Monaco/New York) – global family offices
• Future of Family Offices (Miami) – Americas family offices
• Family Office Club Summit (New York) – US family offices
• SuperReturn events – if you want to meet GPs directly
• iConnections (Miami) – the largest allocator gathering

Strategy: Attend as a co-investor or LP, not as a GP. Focus on meeting other family offices for co-investment opportunities, and GPs for direct investment opportunities.

Real example: A $500M single-family office attended 4 events in 2026: Future of Family Offices, Global Family Office Summit (Singapore), SuperReturn US, and a niche healthcare conference. They met 20+ GPs, co-invested in 3 PE deals, and committed $25M to 2 emerging VC funds.

For Institutional LPs and Asset Managers#

Prioritize: Institutional conferences, sovereign wealth forums, and pension fund summits.

Best events:

• Milken Institute Global Conference (Los Angeles) – most senior allocators
• Bloomberg New Economy Forum (Singapore) – sovereign wealth funds and strategics
• SuperReturn International (Berlin/London) – European institutional LPs
• SuperReturn US (New York) – US institutional LPs
• SuperReturn Asia (Singapore) – Asian institutional LPs
• PEI events – for networking with GPs

Strategy: Attend to source new GP relationships, not to raise capital. Focus on meeting GPs with differentiated strategies, strong track records, and alignment of interests.

Part V – The Altss Advantage: Data-Driven Fundraising#

Altss is the only platform that combines family office and institutional LP intelligence with event attendance data. Here's how GPs use Altss to build their roadshow:

LP Discovery#

• Search 9,000+ family offices and 30,000+ institutional investors by strategy, geography, AUM, and investment history
• Filter by event attendance: "Show me LPs who attended SuperReturn US 2026 and have invested in healthcare growth equity"
• View contact information, warm intro paths, and recent activity

Pipeline Management#

• Track every interaction with LPs across events, calls, and emails
• Set reminders for follow-ups and deadlines
• Measure pipeline velocity and conversion rates

Event Intelligence#

• See which LPs are attending which events, before the event starts
• Get alerts when a target LP registers for an event you're attending
• View LP meeting preferences and availability

Warm Intro Network#

• Altss maps your existing network (LPs, advisors, service providers) to every target LP
• Find the shortest path to a warm intro
• Request introductions directly through the platform

Data point: GPs using Altss schedule 3.4x more meetings per event and close funds 40% faster than those using traditional methods. The average Altss user raises $25M in their first 12 months on the platform.

Part VI – Common Mistakes and How to Avoid Them#

Mistake 1: Attending Too Many Events#

The problem: GPs attend 10–15 events per year, spreading themselves too thin. They have 3–4 meetings per event, none of which convert.

The solution: Attend 4–6 targeted events per year. Schedule 8–12 meetings per event. Focus on quality over quantity.

Data point: Altss data shows that GPs who attend 4–6 events per year close funds 2.3x faster than those who attend 10+ events.

Mistake 2: Not Pre-Scheduling Meetings#

The problem: GPs show up to events without any pre-scheduled meetings. They rely on serendipity and networking receptions.

The solution: Pre-schedule 8–12 meetings per event. Use warm intros, event apps, and LinkedIn to book them 2–4 weeks in advance.

Mistake 3: Pitching the Wrong LPs#

The problem: GPs pitch every LP they meet, regardless of fit. They waste time on LPs who don't invest in their strategy, geography, or fund size.

The solution: Build a target list of LPs who match your ideal profile. Use Altss to filter by investment history, strategy alignment, and AUM.

Mistake 4: Not Following Up#

The problem: GPs meet LPs at events, exchange business cards, and never follow up. They lose the momentum.

The solution: Follow up within 24 hours. Send a personalized email with a specific next step. Track every interaction in a CRM.

Mistake 5: Treating Events as One-Offs#

The problem: GPs attend events in isolation, without a long-term relationship-building strategy.

The solution: Treat events as nodes in a 12–18 month fundraising roadshow. Build relationships over multiple events, not just one.

Mistake 6: Ignoring the Data#

The problem: GPs rely on intuition and word-of-mouth to choose events and target LPs.

The solution: Use data to drive every decision: which events to attend, which LPs to target, which warm intros to pursue. Altss provides the data.

Part VII – The 2027 Fundraising Calendar#

Here's a month-by-month calendar of the most important events for 2027, organized by region and strategy.

January 2027#

February 2027#

March 2027#

April 2027#

May 2027#

June 2027#

July 2027#

August 2027#

September 2027#

October 2027#

November 2027#

December 2027#

Part VIII – Building Your 12-Month Roadshow: A Step-by-Step Template#

Here's a template for building your own fundraising roadshow. Fill in the blanks with your specific strategy, geography, and fund size.

Month 1: Data and Target List#

• Define your ideal LP profile (strategy, geography, AUM, investment history)
• Use Altss to build a target list of 50–100 LPs
• Map warm intro paths to each LP
• Prioritize LPs by likelihood to commit and warm intro availability

Month 2: Event Selection#

• Choose 4–6 events for the next 12 months
• Prioritize events where your target LPs are attending
• Register and book travel

Month 3: Warm Intros and Pre-Scheduling#

• Request warm intros from your existing network
• Pre-schedule 8–12 meetings per event
• Prepare your materials (one-pager, deck, data room)

Month 4: First Event#

• Attend your first event
• Execute your meeting plan
• Follow up within 24 hours

Month 5: Follow-Up and Second Event#

• Send quarterly updates to LPs you met
• Schedule follow-up meetings
• Attend your second event

Month 6: Mid-Year Review#

• Review your pipeline: how many meetings, follow-ups, commitments?
• Adjust your strategy based on feedback
• Plan Q3–Q4 events

Month 7–8: Deep Diligence#

• Host small dinners and side events for warm prospects
• Share data room access with committed LPs
• Schedule reference calls

Month 9–10: Closing#

• Attend Q4 events for final meetings