We operate a single proprietary sourcing infrastructure, applied in two directions. Institutional buyers use it to surface thesis aligned deal flow. Growth stage companies use it to open structured conversations with aligned capital partners. Fixed monthly fee. Zero success fees. Every engagement.
Explore Services ↗Built for private equity firms, family offices, independent sponsors, and boutique investment banks. We build and operate a systematized sourcing capability that delivers proprietary, thesis aligned opportunities directly to your deal team. Your firm gains a repeatable origination engine that surfaces qualified targets before they reach the broader market.
For founders and operators seeking growth equity, strategic capital, or structured financing. We map a target investor universe by thesis, stage, and check size, sharpen the narrative for investor psychology, and open structured conversations with partners actively deploying into your space. Securities related activity is executed through our registered broker dealer partner.
Engagements are structured to move quickly. Most clients see their first approved outreach live within two weeks and their first qualified meetings within the first month.
We start with a deep session on thesis, criteria, and fit. Sector, size, geography, check structure, platform versus add on, business model, and explicit exclusions are documented with example companies. If the engagement is capital side, we align on narrative, stage, and investor profile.
Our team builds the criteria aligned dataset using layered research and enrichment. Technical infrastructure is provisioned for deliverability, compliance, and brand alignment. You review and approve the target list and the messaging framework before any outreach goes live.
Multi channel outreach runs under your brand. We analyze engagement continuously, tune messaging, and expand or contract segments based on response signal. Qualified meetings route to your calendar. You evaluate. We keep the engine running.
Weekly reporting on pipeline activity, qualified meetings, and response velocity. Monthly strategy reviews to pressure test criteria, refresh segments, and adjust targeting as the thesis evolves or market conditions shift.
A thirty minute conversation is usually enough to know whether we are a fit. We will walk through your thesis, your current sourcing motion or capital goals, and exactly how a fixed fee, zero success fee engagement would be structured.