Case Study · Private Credit

How Flat Rock Global booked 5x more investor meetings per week.

Flat Rock Global, a private credit and CLO fund manager with $1.6B in AUM, needed a scalable way to meet RIAs and institutional investors. Accelerain Training built an outbound go-to-market system that generated 5x more investor meetings per week with 20%+ reply rates. Flat Rock has raised roughly $300M+ in new AUM since.

By Accelerain TrainingIndustry Private CreditBuyer RIAs & institutional investorsOutcome Raised capitalUpdated
5xmore investor meetings per week
20%+reply rates
~$300M+new AUM raised since

Flat Rock Global case study at a glance

ClientFlat Rock Global
What they doA private credit and CLO fund manager with $1.6B in assets under management
ProblemNeeded a scalable way to generate meetings with RIAs and institutional investors
SolutionAn outbound go-to-market system for its private CLO fund
Outcome5x more investor meetings per week with 20%+ reply rates
Company milestone~$300M+ in new AUM raised since

What problem was Flat Rock Global facing?

Flat Rock Global needed a scalable way to generate meetings with RIAs and institutional investors.

How did Accelerain Training solve it?

Accelerain Training developed and implemented an outbound go-to-market system for Flat Rock's private CLO fund.

What results did Flat Rock Global achieve?

Flat Rock generated 5x more investor meetings per week with reply rates above 20%, quadrupling its internal meeting generation.

Flat Rock Global has raised approximately $300M+ in new assets under management since.

Frequently asked questions

What results did Flat Rock Global get from working with Accelerain Training?

Flat Rock generated 5x more investor meetings per week with reply rates above 20%, quadrupling its internal meeting generation.

What does Flat Rock Global do?

Flat Rock Global is a private credit and CLO fund manager with $1.6B in assets under management.

What problem did Flat Rock Global need to solve?

Flat Rock Global needed a scalable way to generate meetings with RIAs and institutional investors.

What happened to Flat Rock Global after working with Accelerain Training?

Flat Rock Global has raised approximately $300M+ in new assets under management since.

What is a CLO fund?

A CLO (collateralized loan obligation) fund invests in pools of senior secured corporate loans, packaged into tranches with different levels of risk and return.

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