FAQ
Questions, answered.
What an engagement includes, what it costs, how long it takes and who owns what. Written for private equity firms, independent sponsors and family offices. Anything not covered here is covered on a call.
01
The engagement
Qualified conversations with the owners of companies that fit your criteria, delivered to your calendar with financials, research and verified contacts attached. You set the thesis. We run the origination. You close.
Nothing is bought off a list. We map the whole market for your thesis, research and score every company before an owner is contacted, and only the conversations that qualify reach your team. The research travels with every thread, so your team starts each call informed.
Setup takes two to three weeks: the market mapped, scored and made contactable, and the outreach prepared. First qualified conversations typically surface within four to six weeks of launch, and the flow compounds from there.
Each mandate is built around one thesis, and nothing is shared between clients: the market, the scoring and the research exist only inside your engagement. We do not resell your market.
Your team does. Every company is scored against your criteria before anyone is contacted, outreach to a named owner is gated by you, and the research stays attached to the thread from first contact to signed letter of intent.
02
Fees
Retained search is a monthly fee plus a success fee on closed transactions. An origination system is a one-time build fee, monthly maintenance, and a success fee on deals sourced from it. Success-fee introductions carry the success fee alone. Fees are scoped to the mandate and set out in writing before any work starts; we walk through them on the introductory call.
It is earned only when a transaction closes, calculated on transaction value on a standard sliding scale written into the engagement letter or the introduction and fee agreement. There are no other variable fees.
An introduction and fee agreement signed before the first introduction. When a company we know fits your criteria, we introduce the owner to your team. There is no retainer; the fee is earned only when a transaction closes.
03
Systems and data
The same engine we run on retained mandates, built for your team on your own cloud: market data, research, scoring, outreach and CRM integration, then maintained and extended by our developers. Infrastructure, data and IP are yours.
You do. On a retained mandate the market exists only inside your engagement. On a system build the infrastructure, data and code transfer outright. Nothing accumulates in a vendor’s account and nothing is shared between clients.
Qualified conversations land in Salesforce or HubSpot with the research attached, and engagement syncs back automatically. If your system of record is something else, we wire into it.
Outreach runs on dedicated sending domains, never your primary domain, each authenticated and paced to its own warming curve. Email follows CAN-SPAM; SMS and voice operate within TCPA and FCC guidance.
Still open
Ask on a call, or write.
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.
