Coverage
Coverage is the set of investor accounts your team actively tracks and works, with ownership and status defined.
Definition
Definition Coverage refers to the accounts a team is responsible for monitoring and engaging—family offices, MFOs, advisors, or other allocators—where there is an intentional relationship plan rather than passive awareness. Coverage implies ownership: someone is accountable for the relationship, the history, and next steps. Context In fundraising, a database can show “who exists,” but coverage shows “who we are actually working.” With family offices, this distinction is important because relationship entry is sensitive and time-consuming. Mature coverage systems prevent duplicate outreach from multiple team members and ensure follow-up happens with consistency and context. Why It Matters Coverage discipline protects reputation and improves conversion. It also turns data into workflow: clear ownership, fewer collisions, better continuity across time. For family office outreach, consistent coverage is often the difference between getting routed forward and being ignored. Key Takeaways Coverage is active ownership, not a raw list Prevents duplicated outreach and internal collisions Improves consistency and relationship continuity Converts data into measurable workflow