Osmosis Frequently Asked Questions

The math: One $100M mandate at ~1% fees = ~$5M over five years. That's 1,000× our annual cost. Our users regularly source $100M+ opportunities and see ~20% presentation hit rates (vs. ~5% industry norm).

The difference: While your competitors are reading last month's minutes, you're referencing yesterday's IC discussion.

• 8:30 AM — Email alert: "Texas Teachers IC discussing increased private credit pacing from 5% to 8%. CIO wants options by next meeting."

• Includes video clip + exact timestamp

• Shows who said it (CIO vs consultant vs staff)

8:45 AM — Check relationship map:

• IC chair: Former Goldman, knows your senior partner
• Consultant: Aksia, recently recommended similar strategy
• Staff PM: Published paper on credit diversification

9:00 AM — Execute with our talk track:

• Reference exact quote from meeting
• Align pitch to stated constraints
• Loop in partner who knows IC chair
• Week 2 — Meeting booked (they're impressed you knew their timeline)
• Month 3 — RFP issued; you're already in dialogue

Power users:

• Relationship managers hunting for warm leads
• PMs who want to know who's actually deploying capital
• RevOps teams who operationalize signals into pipeline

You're ready for Osmosis if:

• ✓ You find out about mandates after competitors have pitched
• ✓ Your team works from static databases, not live signals
• ✓ Your presentation hit rate is stuck at 5-10%
• ✓ You're losing to firms that "somehow knew" about opportunities first

Allocation types we track:

• New commitments and re-ups
• Pacing changes and strategic shifts
• Manager graduations and emerging manager programs
• Consultant recommendations and searches
• Co-investment opportunities

Databases (Library): Great for looking up last year's commitments

Osmosis (Radar): Great for knowing who's committing next quarter

Real example:

Monday: Oregon IC discusses increasing PE allocation

Monday afternoon: Osmosis alert to relevant managers

Tuesday: First movers scheduling calls

3 weeks later: RFP released

6 weeks later: Database updates show "considering PE increase"

The outcome shift:

Before: Read about mandates → Chase RFPs → 5% hit rate

Now: Hear signals → Call first → 20% hit rate

Keep them for what they're great at:

• Historical commitments and benchmarks
• Contact information and fund performance
• Quarterly reports and analysis

Add Osmosis for what they can't do:

• Preqin tells you who manages $10B → Osmosis tells you who's deploying $500M next quarter
• PitchBook shows you contact info → Osmosis shows you what that contact said yesterday
• Dakota lists consultant relationships → Osmosis alerts when consultants recommend your strategy

• Plus, we see teams using Osmosis consistently outperform those who don't, even when both have access. Why? Because most firms still take weeks to act on intelligence. If you can move in days, you win.

What we capture today:

• Public pension board and investment committee meetings (live + same-day video)
• CIO and staff interviews in public forums
• Consultant presentations at public sessions
• Public filings and documents tied to allocation decisions

Coverage scope:

• 360+ US public plans monitored continuously and increasing on a weekly basis
• 4,000+ meetings per year captured
• Any allocator speaking publicly worldwide (including endowments, foundations, SWFs when they publish)

What we never capture:

• Closed-door sessions
• Material non-public information (MNPI)
• Embargoed or privileged materials

Specifically:

Endowments/Foundations: Captured when they publish meetings or speak at conferences

Sovereign Wealth: Covered when they release reports or officials speak publicly

Family Offices: Limited to public statements (rare but included when available)

How we ensure quality:

Speaker attribution: We know who said it (CIO vs consultant vs trustee)

Source links: Click through to exact timestamp or document page

Confidence scoring: We flag when we're uncertain

User verification: "Report Issue" button with rapid review

Your data is yours:

• Customer watchlists and notes are ring-fenced
• Never shared between clients
• Not used to train models (unless you explicitly opt in)
• Full audit trail of who sees what

Week 1 timeline:

• Minute 1-2: Setup complete
• Hour 1: First relevant alerts arrive
• Day 1: Team trained on signal interpretation
• Week 1: First meeting booked from signal
• Week 2-4: Measurable pipeline impact

Instant (no setup):

• Email alerts with source links
• Web app with search and filters

(Coming soon) CRM Integration (1-hour setup):

Salesforce/HubSpot: Push signals as custom objects, auto-create tasks, track as "Allocator-Sourced"

Other CRMs: Weekly CSV export or webhook to middleware

What gets pushed:

• Allocator name and strategy interest
• Signal type (pacing change, new search, consultant rec)
• Exact quote with source link
• Suggested talk track
• Relationship map

What customers tell us:

• "Paid for itself in the first month"
• "One meeting covers the annual cost"
• "Should be 10× the price based on value"

Level 1 - Reactive (Industry norm):

• □ Learn about mandates from RFPs or news
• □ ~5% presentation hit rate
• □ 18-month fundraising cycles

Level 2 - Aware:

• □ Manually check meeting minutes
• □ ~7-10% hit rate
• □ Some proactive outreach

Level 3 - Proactive (Osmosis users after 30 days):

• □ Alerts drive daily priorities
• □ ~12-15% hit rate
• □ Faster qualification

Level 4 - Predictive (Osmosis power users):

• □ Signals auto-route with talk tracks
• □ ~20%+ hit rate

• Who else presented at recent board meetings

• Which managers consultants are recommending

• What strategies are gaining/losing favor

• When competitors get mentioned in meetings

What you won't see: Private interactions, closed-door discussions, or anything that wasn't said publicly

• 4,000+ allocator meetings monitored yearly

• 360+ public plans tracked continuously

• 160+ opportunities surfaced monthly

• 47 signals generated this week alone

• 1. 15-minute preview — We'll show you today's signals for your strategy

• 2. Free coverage check — See exactly what we track for your focus areas

• Contact us to get started.

Security posture:

• Encryption in transit and at rest
• Role-based access control with SSO
• Full audit logging
• Annual penetration testing

Compliance framework:

• Public information only (no MNPI)
• Source verification for every signal
• Customer data segregation
• GDPR/CCPA compliant
• SEC marketing rule aligned

Documentation available:

• Security overview
• DPA execution
• Technical controls checklist
• Vendor assessment questionnaire