Case studies
What the engine has delivered.
Mandates
Recent work
Add-on origination for a private equity firm
Nine add-on categories worked at once. At full capacity the engine contacts 3,000 owners a month; at this mandate’s rate that is about 55 owner conversations a month for the deal team, every one at or above the size floor. Three letters of intent in the first two months.
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Accounting roll-up for a family office
The whole United States market of accounting and tax practices built from public records on the client’s own cloud, every firm researched and scored against the criteria, and outreach to the fits run from inside their CRM.
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A deal platform inside a family office’s CRM
The origination engine kept inside Salesforce, extended with a recruiting module for the platform’s hires, and run by a team of three without a developer on staff.
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Next step
Bring the thesis. We bring the owners.
Thirty minutes with the managing partner on your criteria, the markets we would work, and what the first conversations look like.
