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INSTITUTIONAL ALLOCATOR INTELLIGENCE

What the CIO said. An hour after they said it.

Osmosis is the always-on analyst for fundraising teams. It attends IC meetings, board sessions and CIO interviews, then turns them into same-day alerts, allocator briefs and ranked LP targets.

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Ohio BWCIC meetingLIVE
  1. Chair00:41:12

    Item seven. Staff's recommendation on the multi-asset credit program.

  2. CIO00:41:30

    We're recommending a one-billion-dollar multi-asset credit program, with KKR taking a thirty-five percent sleeve.

  3. Consultant00:42:05

    The remaining sleeves stay open. We'd bring a shortlist back for finalist presentations in November.

  4. Trustee00:42:48

    So the board sees finalists at the November meeting?

  5. CIO00:42:52

    That's the plan.

AlertFrom the transcript 00:41:30Listening…
New searchOhio BWC

$1B multi-asset credit program; KKR named for a 35% sleeve

“The remaining sleeves stay open. We'd bring a shortlist back for finalist presentations in November.”

Consultant · Ohio BWC IC, 00:42:05
Why it matters
65% of a $1B program is still open and the shortlist forms before November.
Next step
Reach the public markets team before the shortlist closes; lead with how your sleeve complements KKR's.
Watchlist matchPrivate credit · $100M+ checksSourceBoard book p. 14 · recording 00:42:05
OpportunitiesUpdated
  1. 1Ohio BWC$650M of $1B still openFinalists Nov96
  2. 2Hawaii ERS$300M ABL, no incumbentScreen open92
  3. 3New Mexico SIC$300M credit top-upThis quarter88

WHERE OSMOSIS FITS

Monitor the public presence of every institutional allocator. In real time.

LP databases tell you who manages what. AI assistants write up what you already know. Osmosis listens to IC meetings, board sessions and CIO interviews as they happen and tells you who is allocating, and when to act.

Which tool does each fundraising task: LP databases, Osmosis, or AI assistants
Task LP databases Preqin, Dakota Contacts, AUM and fund history, updated when the record is. Osmosis Every public meeting, filing and interview, the same day. AI assistants ChatGPT, generic AI Turns what you already know into an email or a brief.
Real-time allocator signal What changed at this plan today? LP databases: no Osmosis: yes AI assistants: no
LP database & static data Who manages what, and how big are they? LP databases: yes Osmosis: yes AI assistants: no
Writing & drafting Turn my notes into an email. LP databases: no Osmosis: yes AI assistants: yes
Morning market pulse What are LPs saying about my strategy? LP databases: no Osmosis: yes AI assistants: no
Qualified lead generation Who's allocating right now? LP databases: no Osmosis: yes AI assistants: no
Find email contacts Find emails for allocators. LP databases: yes Osmosis: partial coverage AI assistants: no
Trip & roadshow planning The 10 most qualified leads for my trip. LP databases: no Osmosis: yes AI assistants: no
Pre-meeting LP intel What exactly did the CIO say? LP databases: no Osmosis: yes AI assistants: no
Pre-meeting background data AUM, fund history, org chart. LP databases: yes Osmosis: yes AI assistants: no
Competitive intelligence Did a competitor pitch this plan recently? LP databases: no Osmosis: yes AI assistants: no
Consultant mapping Who's endorsing my asset class right now? LP databases: no Osmosis: yes AI assistants: no
Personnel moves What are a new CIO's past preferences? LP databases: no Osmosis: yes AI assistants: no
Boss-ready briefs & drafting Write the email, format the brief. LP databases: no Osmosis: yes AI assistants: yes

Osmosis covers every task on the list, and is the only one of the three that works in real time.

Partial coverage

OSMOSIS OPPORTUNITIES

See where LP capital is headed, before the search begins.

Osmosis reads what allocators publish, from board meetings to regulatory filings, and turns it into a live record of every search, mandate and commitment taking shape. You see it when it's first discussed, not when the RFP drops.

Book a demo Watch the 60-second overview
60 seconds: what an Opportunity is, and how Osmosis finds it first.

  • Get there first

    Most managers hear about a mandate when the RFP drops. Osmosis flags it when it first comes up in a board discussion, a capital plan or a manager going on watch.

  • Know what you're walking into

    Each Opportunity tells you who's allocating and how much, what they want, how far along it is, who's running it, and what happens next.

  • Every fact has a source

    Every detail links to the exact moment in the recording, or the exact page in the packet or filing, where the allocator said it.

1,200+
opportunities tracked
200+
spotted at the idea stage
  • Public pensions
  • Endowments
  • Foundations
  • Insurers
  • Corporate plans

Live opportunities

Examples from the public record, Q3 2026.

  1. Public pension Idea stage

    San Antonio Fire & Police

    Real estate non-core manager search

  2. Endowment Expansion plan

    UTIMCO

    Growing its hedge fund SMA platform from 14 to 20 managers

  3. Insurer Mandate awarded

    Principal Life

    Up to $1B of the general account to private IG portfolio finance

HOW IT WORKS

The world is speaking. Osmosis listens.

Agents attend the meetings where allocations are decided. Models turn what was said into attributed, mapped, actionable signal, delivered the same day.

  1. Listen

    Agents join IC meetings, board sessions, CIO interviews and podcasts, capturing audio, video and transcripts as they happen.

  2. Detect

    Models flag fresh signals within hours: a new search, a stance change, a consultant recommendation.

  3. Attribute

    Every quote is traced to a named speaker, timestamp and source document.

  4. Map

    Signals are linked across plans, consultants and peers to reveal who influences whom.

  5. Act

    Alerts, allocator briefs and ranked LP targets land in your inbox while the meeting is still fresh.

A public pension board meeting captured over video: a consultant's real-return expectations table is shared on screen while the session is recorded.
The raw material: a board meeting, captured as it happens. Participants anonymised.

OSMOSIS VS. GENERIC AI + WEB SEARCH

Generic AI waits months for the write-up. Osmosis hears the meeting as it happens.

Osmosis tells you who to talk to long before the opportunity opens. Everyone else tells you after the decision is made. Here is what each side found across eight live opportunities.

Field by field: what each side actually had

  • Osmosis
  • Generic AI + web search
  • missing
  • n/a = not yet chosen
What Osmosis and a generic AI agent using web search each found, field by field, across eight live allocator opportunities. Fields: Amount, Manager / fund, Consultant, Why, Next step, Exact source.
Opportunity Osmosis Generic AI + web search
Ohio BWC $1B multi-asset credit; KKR for a 35% sleeve 6 of 6 Osmosis: 6 of 6 fields (Amount, Manager / fund, Consultant, Why, Next step, Exact source) 0 of 6 Generic AI + web search: 0 of 6 fields
New Mexico SIC $300M PIMCO Private Income top-up 6 of 6 Osmosis: 6 of 6 fields (Amount, Manager / fund, Consultant, Why, Next step, Exact source) 0 of 6 Generic AI + web search: 0 of 6 fields
Illinois Police (IPOPIF) $250M opportunistic credit search, ABL in scope 5 of 5 Osmosis: 5 of 5 fields (Amount, Consultant, Why, Next step, Exact source) 3 of 5 Generic AI + web search: 3 of 5 fields (Amount, Consultant, Next step)
Hawaii ERS $300M asset-based lending, Q3 2026 to Q1 2027 5 of 5 Osmosis: 5 of 5 fields (Amount, Consultant, Why, Next step, Exact source) 0 of 5 Generic AI + web search: 0 of 5 fields
New Hampshire RS $25M YES! manufactured housing recap 5 of 6 Osmosis: 5 of 6 fields (Amount, Manager / fund, Consultant, Why, Exact source) 0 of 6 Generic AI + web search: 0 of 6 fields
Kern County ERA $50M TPG Essential Housing IV re-up 5 of 6 Osmosis: 5 of 6 fields (Amount, Manager / fund, Why, Next step, Exact source) 2 of 6 Generic AI + web search: 2 of 6 fields (Amount, Manager / fund)
Cincinnati RS ABF manager hire, recommendation in November 3 of 5 Osmosis: 3 of 5 fields (Why, Next step, Exact source) 0 of 5 Generic AI + web search: 0 of 5 fields
Alaska Permanent Fund $450M to two real estate debt funds 3 of 6 Osmosis: 3 of 6 fields (Amount, Why, Exact source) 0 of 6 Generic AI + web search: 0 of 6 fields
Total, of 45 possible 38 of 45 5 of 45

Every detail generic AI found came from trade press, days after the meeting: IPOPIF in a newsletter (Aug 6) and Kern County in IPE Real Assets (Aug 20, paywalled).
The same comparison, in 45 seconds: one consultant's mid-cycle reversal, the field-by-field count, and how long web search has gone without seeing each signal.

Opportunities from Osmosis records in asset-based finance, real estate credit and housing, Oct 2026; examples, not a complete list. Generic AI = an AI agent using only web search, about 3 to 5 searches per signal, run Oct 5, 2026. "Exact source" = timestamp or page citation. Capture stats cover all Q3 2026 meetings. Sourced from public meetings, Q3 2026; run Oct 5, 2026.

BUILT ON MEDIA

The raw material is the meeting itself.

The gap above exists because of where each side gets its information. Osmosis agents attend IC meetings, board sessions, CIO interviews and podcasts, capturing verbatim audio, video and transcripts the same day. Minutes, press and newsletters arrive weeks later and carry a fraction of what was said.

  • IC meetings
  • Board meetings
  • CIO interviews
  • Podcasts
  • Board packets
  • Regulatory filings
Same day
median capture for meeting recordings
40%
of board books arrive before the meeting
20x
the content of the published minutes
~60 days
ahead of the minutes landing
One public-pension investment committee meeting, by word count
Osmosis verbatim transcript same day
23,625 words
Published minutes ~60 days later
1,456 words

CalSTRS investment committee, January 2025. Forward-looking signals in the transcript: 7+. In the minutes: 3.

WHAT YOU GET

Do in minutes what used to take days.

Four workflows, each built from what allocators said in the room this week. Who is allocating, what they care about, when to reach out, and how to get in front of them. No PDFs to dig through, no database to cross-reference.

  1. Allocator briefs

    A brief on every live search, written from the meeting.

    Ask about any plan and get the why, the timeline and the next step, every line cited to a timestamp or a board-book page. Generated from the latest IC discussions, not last quarter's minutes.

    • Why now, timeline, actionable insight
    • Every claim cited to its source
    • Refreshes as new meetings land
    Ohio BWC Multi-Asset Credit Search

    Why now: The board approved a $1B multi-asset credit program and named KKR for a 35% sleeve. The remaining sleeves are open, with staff asked to bring a shortlist to the next meeting. [1]

    Timeline: Finalist presentations are scheduled for November; the search was first discussed in June and formalised in September. [2]

    Actionable insight

    If you run an opportunistic or multi-asset credit strategy, this is a live opportunity. Reach the public markets team before the shortlist closes and lead with how your sleeve complements KKR's.

    Sources [1] Ohio BWC | Board meeting | 9-18-26[2] Ohio BWC | IC meeting | 6-26-26[3] Board book, p. 14
    Analyst workspace. Brief built from Ohio BWC's September IC meeting; sources are public-meeting recordings.

  2. Ranked LP targets

    The right LPs, right now, ranked for your strategy.

    A watchlist that ranks allocators by fresh signal, not static AUM: who is in a search, what they said, how big the check is and how well it fits your mandate. Ranked by plan, strategy and check size.

    • Ranked by live signal and fit
    • Filtered to your strategy and check size
    • Updated the same day a meeting is captured
    Suggested LP targets, ranked by live signal and fit
    #AllocatorSignalWindowFit
    01 Ohio BWC $1B multi-asset credit; KKR for a 35% sleeve Finalists in Nov 96
    02 Hawaii ERS $300M asset-based lending allocation Q3 '26 to Q1 '27 92
    03 New Mexico SIC $300M PIMCO Private Income top-up This quarter 88
    04 Illinois Police (IPOPIF) $250M opportunistic credit search, ABL in scope Search open 85
    05 Kern County ERA $50M TPG Essential Housing IV re-up Re-up 74
    Suggested LP targets for a private credit watchlist. Rows are public-record opportunities from Q3 2026.

  3. Timing signals

    Perfect timing: reach out before the consultant's memo.

    Alerts within hours of an IC, CIO or consultant remark, with the window it opens. You hear the stance change on the day, roughly sixty days before the minutes are published and the rest of the market reads about it.

    • Same-day alerts from the meeting
    • Each signal paired with its outreach window
    • Speaker-attributed quote for the opener
    1. Sep 18
      Ohio BWC · IC meeting Alert sent same day Finalist presentations for the $1B credit program in November. Reach out before mid-October 17 days unseen by web search
    2. Sep 13
      Hawaii ERS · IC meeting $300M asset-based lending to be deployed Q3 2026 to Q1 2027. Window open now 22 days unseen
    3. Sep 3
      Cincinnati RS · Board meeting Consultant to recommend an asset-based finance manager in November. Shortlist forming 32 days unseen
    4. Aug 10
      New Hampshire RS · IC meeting $25M recap of the YES! manufactured-housing position. Re-up conversations open 56 days unseen
    Allocation timing signals. Capture dates are the meeting dates; the generic-AI column shows how long web search went without the signal.

  4. Trip planner

    Find the winning angle for every meeting on the trip.

    Name a city and a week; the trip planner agent picks the plans with fresh signal nearby, sequences the stops and preps a brief for each, with what the CIO said and the question to open with.

    • Stops ranked by live signal, not proximity alone
    • A prep brief for every meeting
    • Speaker-attributed quotes for your opener
    Ohio, Oct 14 to 15 2 days · 3 meetings · 2 plans in an active search
    1. Day 1 · Columbus Ohio BWC $1B multi-asset credit program; finalist presentations in November. Meet the public markets team before the shortlist closes. Ask: How should the remaining sleeves complement the KKR allocation?
    2. Day 2 · Cincinnati Cincinnati RS Consultant recommending an asset-based finance manager in November; the board asked for comparables. Ask: Which ABF structures has the consultant already shortlisted?
    3. Day 2 · Columbus Ohio Police & Fire Townsend client. Townsend revised its single-family rental view mid-cycle in June; worth a relationship visit before the next real estate review. Ask: Has the revised SFR view reached the real estate pacing plan yet?
    Trip planner agent. Two-day Ohio trip sequenced from public-meeting signals; each stop carries a prep brief and an opening question.

ANATOMY OF A WIN

From watchlist to a $250M mandate.

Mandates are won in the room. One client walked in knowing what the IC had said, what the consultant wanted, and what to lead with. The mandate followed, confirmed in the plan's own minutes.

The case $250M private debt mandate · $150B+ AUM fund-of-funds · confirmed in the plan's minutes

What the team knew going in

  1. Signal

    The plan's IC discusses a private debt allocation. Osmosis alerts the rep the same day.

    Speaker, timestamp and next step in the alert.

  2. Prep

    Nine alert click-throughs and strategy chats on the plan.

    What the consultant wanted, what the trustees pushed back on, what to lead with.

  3. Pitch

    The team pitches with the IC's own words in hand.

    Positioned against the open sleeve, not a generic deck.

  4. Mandate

    The plan's minutes confirm the $250M mandate.

    Minutes landed ~60 days after the meeting; the rep had the signal the day it happened.

Every step logged in-platform.

  • 80%
    of verified client mandate wins were preceded by active engagement in Osmosis on that allocator
  • $800M+
    new mandates won in one quarter
  • 8 → 150
    seats: one client grew an eight-seat pilot to 150 seats in two months
  • 65–106
    platform touches per allocator before each win

“The fund wrapped up their board meeting. I get an alert an hour later… I can send an email about that right away. That speed, super valuable.”

Head of IR, $150B+ AUM fund-of-funds

Verified = confirmed in allocator meeting records. 5 mandate events (Apr–Jul 2026) checked against platform logs (chats, alert clicks, watchlists; email excluded); 4 of 5 were preceded by documented engagement, with 8 days to 4 months of lead time from first signal to mandate confirmed. The fifth, a renewal decided before engagement, counts against us.

COVERAGE

The allocators and consultants that move mandates.

Osmosis maps approximately $13.9 trillion across 58,600 U.S. institutional organizations and retirement plans. We have source-backed intelligence on $6.7 trillion of that universe, including high-signal meeting, audio and media coverage on $6.0 trillion.

$13.9T
mapped across 58,600 U.S. institutional organizations and retirement plans
58,600
organizations and plans in the universe
$6.0T
under high-signal meeting, audio and media coverage
From the mapped universe to live coverage
  1. Mapped universe $13.9T
  2. Source-backed intelligence $6.7T
  3. High-signal coverage: meetings, audio, media $6.0T
High-signal coverage by segment $6.0T
Public funds
$4.4T (73.3% of high-signal coverage)
Endowments & foundations
$0.7T (11.7% of high-signal coverage)
Corporate, union & DC plans
$0.6T (10.0% of high-signal coverage)
Insurance
$0.3T (5.0% of high-signal coverage)

Who we cover

  • Public Funds
  • Corporate & Union Plans
  • DC Plans
  • Endowments & Foundations
  • Insurance
  • Investment Consultants

What we attend and read

  • IC Meetings
  • Board Meetings
  • CIO Interviews
  • Podcasts
  • Board Packets
  • Regulatory Filings

Strategies we track

  • Private Credit
  • Private Equity
  • Infrastructure
  • Hedge Funds
  • Real Estate
  • Real Assets
  • Venture & Growth
  • Secondaries
  • Fixed Income
  • Absolute Return

High-signal AUM by segment: meetings, audio, media and documents. Figures from the Osmosis knowledge graph as of July 29, 2026; AUM deduplicated for parent-child consolidation.

PLATFORM

Everything you need to win.

Live intelligence, AI workflows, personal watchlists and a success team that meets you weekly. One platform for the whole team.

Real-Time Intelligence

Stay ahead with live signals from the conversations that matter.

  • Alerts from IC meetings, board discussions, CIO interviews, and podcasts
  • Full meeting and presentation search
  • Document and transcript archive
  • Meeting calendar tracking

VOICES

What the people running raises say.

Relationship managers, capital formation leads and heads of IR at managers from $30B to $400B.

The fund wrapped up their board meeting. I get an alert an hour later… I can send an email about that right away. That speed, super valuable.

Head of IR $150B+ AUM Fund-of-Funds

  • “I've sourced two $100M+ opportunities from Osmosis in the past month.”

    Aaron, Relationship Manager $30B Hedge Fund

  • “Raising capital is harder than ever. These insights allow our sales people to spend more time in front of the right investors getting quality at bats.”

    Chris, Capital Formation $400B Global Investment Firm

  • “The first thing I did was say, check all of my open opportunities against all of the actionable intelligence identified by Osmosis… and immediately got some interesting nuggets.”

    SVP One of the world's largest managers

TRUST

Attested the way your diligence team expects. Available where your team already works.

  • SOC 2 · Type 2

    SOC 2 Type 2 attested

    We completed a SOC 2 Type 2 examination covering Security, Availability and Confidentiality: operating effectiveness, not just design. Full report available under NDA.

    • Security
    • Availability
    • Confidentiality
  • MCP server

    Works inside Claude, Microsoft Copilot and other MCP-compatible LLMs

    Osmosis is available as an MCP server in the Claude and Microsoft Copilot stores, and works with any other MCP-compatible LLM. Ask about an allocator from the assistant your team already uses and get the same sourced answer.

    • Claude
    • Microsoft Copilot
    • Any MCP-compatible LLM

NEXT STEP

Book a demo.

Thirty minutes on your strategy and your target allocators. We'll show you what Osmosis heard about them this week.

What you'll see

  1. Live alerts on your target allocators
  2. An allocator brief built from meeting transcripts
  3. Ranked LP targets for your strategy

Tell us where to reach you

We'll confirm coverage for your strategy and come to the call with live signal on your target allocators.

SOC 2 Type 2 attested. We never ask for your investor data.