Why Usage-Based Tools and Decision Engines Like Octum Outperform Static Investor Databases
Legacy investor platforms are stuck in the past, selling you “seats” like it’s 2005, locking your team into bloated annual contracts, and handing over a glorified spreadsheet dressed up with filters. It’s clunky, dated, and often about as interactive as Encarta on a CD-ROM (remember that?). You’re not buying outcomes. You’re buying access. And that access comes with noise, gaps, and guesswork. These platforms don’t just fall short on delivery; they fail to provide actual insight. There’s no intelligence, no context, and no way to get the answers you need in the moment you need them. Want to know how CalPERS approaches global equity allocations? Good luck digging through outdated PDFs. Need to understand a pension’s ESG exclusions or identify which consultant covers a Texas endowment? You’re stuck piecing it together manually.
Octum changes that. You don’t search—you ask.
Our users query the platform in plain language:
- What’s the investment policy of CalPERS on global equities?
- Which sovereign wealth funds are allocating to private credit in Asia?
- Compare these two fund managers for a healthcare foundation.
- Who advises large Midwest pensions?
It’s time to flip the model.
Stop paying for seats. Start paying for results.
Why Static Platforms Fall Short
Most institutional sales teams are still using tools designed for volume, not value. The model is simple:
Buy multiple seats.
Pull big lists.
Start dialing.
But the ROI rarely holds. Why?
- The data’s outdated
- The contacts aren’t qualified
- Everyone on your team is calling the same names
- And your competitors are using the exact same platform
- There is little to no context
You’re not gaining an edge. You’re spinning your wheels.
Octum = Outcome-Based Fundraising
Octum isn’t just a list. It’s a decision engine that in one aspect was built to surface the most relevant, timely, and actionable paths to capital.
We believe you should only pay for usage (tiered usage), not seats you may never use. So we built a smarter, more efficient model.
But that’s just the start.
Ask Questions. Get Answers. Take Action.
With Octum, your team isn’t stuck endlessly filtering and guessing.
They can ask Octum questions—just like they would a real analyst.
- “Which allocators in Australia are active in private credit right now?”
- “Who are the consultants covering $5 billion plus AUM endowments in the Midwest?”
- “Which European sovereign wealth funds have ESG exclusions on fossil fuels?”
- “Compare these two global macro hedge fund managers for a public pension client.”
Our platform doesn’t just give you rows of data. It gives you intel—on the allocators, their mandates, the consultants they work with, and the service providers behind the scenes.
Precision > Volume
Every second your team spends sifting through irrelevant names or chasing cold leads is a second they’re not building relationships, booking meetings, or closing capital.
Octum helps you:
- Identify the right investors at the right moment
- Understand the strategic context (mandates, structures, geography, consultants)
- Compare opportunities and competitors with real-time insights
- Make better decisions, faster
Legacy Systems Sell Access. Octum Delivers Outcomes.
We don’t care how many seats you buy. We care about what you get out of the platform.
It’s not about scaling outreach. It’s about scaling accuracy.
If you’re done overpaying for platforms that make you do all the work, it’s time to try something purpose-built for the realities of today’s capital-raising landscape.
Ready to Equip Your Sales Team With Actual Intelligence?
Book a demo with Octum and experience what it’s like to stop buying seats, and start buying outcomes.
