A simpler way to manage post-meeting momentum.
In alternatives, relationships don’t move in a straight line.
A good first meeting is only the beginning. Diligence, materials, touchpoints, and timing are what move a relationship forward.
The challenge: most tools used to track this process weren’t built for this industry.
- Spreadsheets are manual and break the moment someone forgets to update.
- Generic CRMs require setup, fields, workflows, and teams rarely keep them aligned.
- Email threads get buried.
So the question becomes: where does post-meeting momentum actually live?
Today, it lives inside iConnections. with Pipelines.
What makes Pipelines different
Most platforms offer lists.
Most CRMs offer contacts.
Pipelines offers motion. And it sits exactly where allocator–manager interactions already happen.
Inside the same ecosystem where you schedule meetings, share documents, and build network relationships
- Purpose-built for alternatives, not generalized sales workflows
- No setup required. Pipelines are created with your existing meetings and connections
How Pipelines Work
Imagine your meetings, contacts, notes, and follow-ups: all on a visual board.
- Move relationships forward as diligence progresses
- Add quick notes while details are fresh
- Set reminders so no deal or conversation goes cold
- See the full history of interactions with each contact
That’s it.
No heavy onboarding. No configuration. No manual data entry.
Built for Real Alternative Workflows
Every allocator and manager has experienced this problem:
- Great meeting → busy schedule → lost follow-up
- Materials shared → no reminder → stalled conversation
- Interest on both sides → no clear tracking → momentum dies
Pipelines solves that in the simplest possible way:
- Everything in one board
- Nothing gets lost
- Next steps are visible
- Teams stay aligned
More Than Events
iConnections may be known for global events, but Pipelines isn’t an event-only feature.
It works just as well for:
- Roadshows
- Quarterly outreach cycles
- Strategy-specific watchlists
- Re-engaging historical connections
- Ongoing fundraising or manager selection
Curious about how Pipelines can work for you?
Every great relationship starts with a conversation.
The real work is everything that comes after. Pipelines helps you keep that work moving.
Want to see how it fits your workflow?
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Welcome to iConnections—where the alternative investment industry comes to connect, learn, and grow. iConnections’ Global Alts is the world’s largest cap intro event, hosted at the Miami Beach Convention Center. This premier gathering features insights from top minds in investment, finance, and economics, while giving attendees exclusive access to the global alternative investment community.
But we’re more than just events. iConnections is a platform built to connect allocators, managers, and the alternative investment industry year-round. Through innovative technology and curated connections, we make it easier than ever to network, schedule meetings, and grow your business—all in one place. Join us as we transform the way the alternative investment world connects and collaborates. Let’s shape the future of the industry together.
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