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When a client brings you a fundraising or M&A mandate, the speed and quality of your investor shortlist sets the tone for the entire engagement. Private Equity List gives consultants and advisors a structured, filterable database of 7,900+ PE/VC investors across 117 countries — so you can build a precise, client-ready longlist in a fraction of the time it would take through manual research.

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Build a Shortlist for Any Mandate

The combination of granular filters and CSV export makes Private Equity List a natural fit for advisory work. Apply the criteria from your mandate directly as filters, export the results, and deliver a professional shortlist your client can act on immediately.
1

Translate the mandate into filter criteria

Break down the client’s requirements — target industry, funding stage, geography, and desired ticket size — into the filter parameters you’ll use in the next step.
2

Open investor search and apply matching filters

Use the Type, Industry, Country, Stage, and Ticket Size filters together to narrow the database to investors that match the mandate. With 93 industries and coverage in 117 countries, most mandates map directly to available filter options.
3

Use the MCP connector for broader discovery

Run a natural language query from your AI assistant via the MCP Connector to catch relevant investors that a purely filter-based search might miss — especially useful when the mandate spans multiple sectors or has an unusual profile.
4

Review fund details and investment team contacts

Open shortlisted fund profiles to verify investment thesis alignment and identify the right contacts across 36,000+ investment team members. Knowing the right partner to approach saves your client time at every stage.
5

Select relevant investors and export to CSV

Export up to 300 funds per month to CSV on the Pro+ plan. The structured export is ready to drop into a client presentation, deal room, or your internal CRM.
6

Deliver the shortlist to your client

Present the filtered, annotated investor list as part of your mandate deliverable — with fund details, contact names, and thesis notes already structured for immediate outreach.

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Match Funds to Exact Capital Requirements

Use the Ticket Size filter to align every fund on your shortlist with the capital your client actually needs. Filtering from $1M to $100M+ ensures you never surface a fund that can’t lead or participate at the right cheque size — keeping the shortlist tight and credible.

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Tailor the Search for PE Buy-Side Mandates

For M&A buy-side assignments, set the Investor Type filter to PE (excluding VC and Angel) and apply ticket size ranges that reflect realistic acquisition or growth equity cheque sizes for the target company. This keeps your longlist focused on funds with the right mandate and capital structure.

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A Plan Built for Recurring Advisory Work

The Lifetime Pro plan ($1,799 one-time) is popular with consultants and advisors — a single payment gives you permanent access to all current features and every future update. If you run multiple mandates per year, it typically pays for itself within the first engagement.

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What Advisors Say

“A go-to-source for projects, consultants and advisors giving these professionals access to the MENA and ASEAN regions.” — Stephan Horvath, Founder, Ideations