Allocator Targeting

Mandate Fit Score

A mandate fit score is a structured assessment of how well an opportunity matches an allocator’s constraints and preferences.

Allocator relevance: Fit scoring makes targeting scalable—reduces wasted outreach and increases relevance in allocator conversations.

Expanded Definition

Fit scoring combines signals like asset class, stage, sector focus, geography, liquidity preference, ticket size, and structure preferences. The score must remain explainable: users should see which inputs drove the fit, and whether inputs are verified or inferred.

Fit scoring is only as good as freshness and governance—stale mandates produce false precision.

Decision Authority & Governance

Governance defines scoring inputs, weightings, and what disqualifies fit (hard constraints). Fit models should log changes over time so users can understand why a score moved.

Common Misconceptions

  • Fit scores are objective truth.
  • Fit scores can be calculated without evidence quality.
  • One score works across all allocator types.

Key Takeaways

  • Fit scores should be explainable and evidence-aware.
  • Hard constraints matter more than soft preferences.
  • Refresh cadence determines fit score reliability.