Frontier AI for Institutional Sales and Consultant Relations

Shareback connects market intelligence, personal networks, and sales execution to proactively move every pursuit forward. Scale fundraising ambition without scaling headcount.

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Find clients who fit your strategy.

Who could want your strategy? Why are they a fit? What signals suggest interest? Shareback connects millions of market intelligence data points with your firm’s knowledge to recommend and prioritize opportunities.

Find a way in. Keep the pursuit moving.

See who shapes the decision, who your colleagues know, and what gives you a reason to reach out. When the obvious route stalls, uncover another.

How it works

Find the right people. At the right time.

Shareback knows every institution, plan, consultant, board, and adviser shaping the decision.

  • Who is their research consultant?
  • Who recently moved to this firm?
  • What conferences have they been to?
Know who matters.Identify the consultants connected to your target institution. Your strategy is at the center of the graph.
A professional working at a laptop in an office

Director, Consultant Relations

Global Asset Manager

“We spend millions to acquire and organize data for our sales team. Shareback gives us a significantly better return on our investment and effort.”
Client impressions

WHAT WE'VE HEARD

“This is incredible. This is going to change institutional fundraising.”

Security

Built for enterprise trust.

GDPRISO 27001AICPA SOC 2

Your data stays yours

Your firm’s data is stored in a siloed environment, isolated from other customers. We never train our models on your data.

Control access and use

Manage access with role-based permissions, single sign-on, and multi-factor authentication. Contact support to request a copy or deletion of your data.

Plan your rollout

Talk to us about onboarding, team training, and ongoing support, so you can understand what your firm needs before getting started.

Your relationships and institutional knowledge are among your firm’s most valuable assets. Keep control over how they’re accessed and used.

Explore security

From a team with expertise from:

  • Citi
  • Barclays
  • UniCredit
  • Two Sigma
  • Google
  • BCG
  • BC Partners

Backed by leading investors and innovators:

  • General Catalyst
  • Google DeepMind
  • LocalGlobe
  • Sie Ventures
  • Apollo Global Management

Integrates with:

  • Salesforce
  • DealCloud
  • Backstop
  • Microsoft
  • Google
  • Azure

and more