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Institutional Website Barometer Intake
Structured the way LPs actually scan and interpret fund websites. 

This intake collects the factual inputs required to assess your website relative to institutional standards and relevant peer managers.

 

Where strategies, structures, or geographies are intentionally broad, the Barometer reflects how that breadth is typically interpreted by institutional readers rather than attempting to reconcile it into a single narrative.

 

Your responses are used to generate a constrained, stage-appropriate website baseline focused on institutional clarity, compliance awareness, and comparability — not promotion.

Upon submission, you’ll be directed to your private Barometer Pack page, where an immediate generated version is available. Language-sensitive sections are reviewed and delivered shortly after.

Institutional website barometer™
intake

 

Typically 25–40 minutes. Designed to be completed in one sitting

This intake mirrors the information an allocator implicitly looks for when evaluating a fund website.

Progress:▮▯▯▯▯▯▯▯ Confirmations 

Section 0 of 7 : Please Confirm 3 statements

Progress:▮▮▯▯▯▯▯▯ Website Inputs 

Section 1 of 7 : Website Information

Please provide the public URLs you would expect an allocator or advisor to review.

Progress:▮▮▮▯▯▯▯▯ Manager Segment 

Section 2 of 7 : Manager Segment Information 

These questions help place your website in the appropriate peer and institutional context.

Progress:▮▮▮▮▯▯▯▯ Scale & Fundraising Context

Section 3 of 7 : Stage Context 

This information helps ensure stage-appropriate comparisons and recommendations.

Progress:▮▮▮▮▮▯▯▯ Institutional Context & Objectives

Section 4 of 7 : Institutional Context 

These questions help focus the assessment on what matters most to your intended institutional audience.

Primary investor audience(s) Required
What is the primary objective for this Barometer?

Progress:▮▮▮▮▮▮▯▯ Constraints & Compliance Sensitivities

Section 5 of 7 : Known Constraints 
Select all that apply. These constraints are used to limit — not expand — generated language.

Please indicate any constraints that should be respected when reviewing your website.

Are any of the following constraints relevant?

Progress:▮▮▮▮▮▮▮▯ Peer Context

Section 6 of 7 : Peer or Reference Websites
Providing peer or reference websites allows the Barometer to contextualize interpretations relative to observed conventions. If no reference set is provided, institutional conventions are used as the baseline.

Progress:▮▮▮▮▮▮▮▮Contact & Delivery

Section 7 of 7 : Contact & Delivery Details 

This information is used only to deliver your Barometer Pack and related updates.

Your information is used solely to generate your Barometer Pack and related updates.

For diagnostic and preparation purposes only.

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