Case Study: Waterloo Associates streamlines private fund database distribution with eVestment Omni

Waterloo Associates gets 2 inbound inquiries in 90 days with eVestment

Waterloo Associates, a boutique private real estate firm, faced the challenge of increasing its visibility with potential investors and streamlining the time-consuming process of submitting its data to numerous private fund databases. To address this, they turned to Nasdaq eVestment and its Omni for Private Funds service to enhance their passive fundraising and distribution efforts.

Using eVestment Omni, the firm's data was efficiently distributed across multiple databases, significantly reducing administrative workload. The solution from eVestment led to two unsolicited inbound inquiries from a consultant and an RIA within the first 90 days. Additionally, centralizing their data for Omni made their RFP application process easier, providing a strong foundation for long-term growth and increased brand awareness.

Waterloo Associates