Investor Interaction

Our Goal

It is our goal to provide investors a unique service with a minimum of disruption. For the time that investors spend with cap intro providers, they deserve the courtesy of being shown quality managers that fit their investment parameters. That is the sole objective of Regiment Cap Intro when working with an investor. Regiment Cap Intro will only present investors with information on managers that fit their allocation criteria.

It is a given that the investor must always remain in control of the cap intro process. At no point until the investor consents to a meeting does Regiment Cap Intro communicate the contact details of the investor to the manager. Investors working with Regiment Cap Intro experience the benefits of Regiment Cap Intro filtering out managers who do not fit their parameters.

Streamlining the Feedback Process

To streamline the feedback process between Regiment Cap Intro and the investor, Regiment Cap Intro uses an automated process to solicit feedback as the introduction is made.

Investors taking advantage of this process rid themselves of the annoying follow-up phone calls from cap intro teams looking for feedback on manager profiles which were recently sent.