What it does
Investor Lookalikes takes a single reference PE firm and returns a ranked list of peer firms that look like it — on sector mix, deal type, and target geography. Each peer gets a 0–100 fit score. A Size Pivot lets you ask the question in four directions relative to the seed firm: peers of the same tier (default), peers one tier larger, peers one tier smaller, or any size.
When to use it
BD outreach. Drop in a known client or active prospect to expand the pipeline with firms that share the same posture.
Graduation candidates. Pivot to Smaller to surface the firms one tier down that are likely targets for your next-tier services or co-invest opportunities.
LP peer benchmarking. Build a true peer set for performance comparison — not the obvious-but-wrong "all megafunds" group.
Fundraising reference checks. Find peer GPs with comparable strategies whose LPs you might also reach.
Where to access it
How to use it
1. Pick a reference PE firm in the search box.
The Reference Profile populates automatically — sectors, deal types, target geography.
2. Set the Size Pivot — Smaller / Same Tier (default) / Bigger / Any — relative to the reference firm's size tier.
3. (Optional) Drop a dimension by clicking the − button next to Sectors, Deal Type, or Target Geo. The weight redistributes across the remaining dimensions. Use this when one signal isn't relevant to the lookalike question you're asking.
4. Click Find Lookalikes. Results return ranked by fit score, with each row showing the matching dimensions and a link to the firm's profile.
Tips
Scoring uses the full distribution, not just the top 5 chips. Don't add chips manually; the chips are display-only context.
Drop a signal when it's noise. If you're looking for co-investors and don't care about geography, drop Target Geo — the score will weight Sectors and Deal Type more heavily.
Pivot is the key mechanic. Same Tier finds direct competitors; Smaller finds graduation candidates; Bigger finds reference checks or aspirational peers; Any returns the full peer-shape regardless of size.
Pair with Compare. Use Investor Lookalikes to find the peer set (1 seed → ranked list), then take the top 2–3 into Compare for a deeper side-by-side.
Pair with Trading Partners. A high-scoring lookalike that's also a repeat trading partner of your reference is a strong relationship signal.
FAQ
Q: How is the fit score calculated?
The reference firm's portfolio is reduced to weighted distributions across sectors, deal types, and target geographies (last 10 years by default, with fallback to all-history if sparse).
Q: What does "Size Pivot" actually do?
It restricts the candidate pool by size tier relative to the seed. Same Tier returns firms in the same Mergr size tier (Small / Middle-Market / Large / Mega). Smaller and Bigger return one tier off in each direction. Any removes the size filter entirely. Score logic is the same in all four modes — only the candidate pool changes.
Q: How does this differ from Compare?
Compare requires you to already know 2–4 firms you want to stack. Investor Lookalikes generates the peer set from a single seed. Workflow: use Lookalikes to find the peers, then take the top few into Compare for the deeper side-by-side.