Origination systems

The engine, built for your team.

AI systems built on your own cloud that map your market, research and score every company against your criteria, and run outreach into the CRM you already use. Our developers build and maintain it. You own the infrastructure, the data and the IP.
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The engagement

Terms, stated plainly

Build fee
One time, scoped to the markets, data sources and integrations
Maintenance
MonthlyUpdates, new data sources, new features, our developers on call.
Tool seats
Opened in your nameSending, enrichment and CRM seats are yours from day one.
Success fee
On deals sourced from the system, at closing
Timeline
Operational within the first monthRefined over the following two.
Ownership
Infrastructure, data and code transfer outrightNothing accumulates in a vendor’s account.
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What you receive

What the system does for the deal team

  • The whole market

    Public registries, filings and records structured into one searchable market for your thesis, re-ingested on a schedule so it stays current.

  • Research and scoring

    Every company researched, given a revenue estimate and a fit score, and tiered 1 to 5 against your criteria with a cited memo.

  • Outreach by category

    Email, LinkedIn and phone sequences on dedicated domains, with a review step before anything is sent in your name.

  • Inside your CRM

    Salesforce or HubSpot as the system of record. Replies land with the research attached and engagement syncs back automatically.

  • A morning brief

    Who replied, who is interested, who to follow up with, every day, before the team opens the inbox.

  • Your cloud

    Built in your AWS account with your enrichment and sending systems connected. We hold no keys you cannot revoke.

How it runs

From scoping to the first conversations

  1. 01Week 0

    Scoping

    Markets, criteria, data sources, the CRM and the channels your owners actually read.

  2. 02Weeks 1 to 2

    Data layer

    Your account provisioned, the market scraped and structured, owners identified and enriched. Domains warm for two weeks.

  3. 03Weeks 3 to 4

    Live

    Scoring, research and the first campaigns running; replies in the CRM; the daily brief in your inbox.

  4. 04Months 2 to 3

    Refinement

    Criteria tuned on real replies, new categories added, integrations finished. Then maintained and extended for as long as you run it.

From a mandate

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.
  • Registry records ingested1,180,704
  • Accounting and tax firms mapped380,704
  • Decision-makers identified596,000

A fit for

Who this engagement is built for

  • Deal teams that want the pipeline inside their walls

    The market, the research and the outreach as an asset of the firm, not a subscription.

  • Sponsors running several platforms

    One system, many categories, each platform’s criteria kept apart.

  • Family offices with a long hold

    A small team that wants volume it can throttle, and nothing it cannot switch off.

  • Platform add-ons

    The system built inside the portfolio company, feeding its own deal team and CRM. The sponsor sees the pipeline without running it.

What we will not do

Said once, so there is no surprise later

  • We do not sell software. The system is built for you and transferred to you.
  • We do not hold your data. It lives in your account, under your keys.
  • We do not put automation on live owner conversations unless you ask for it. People take over at interest.
  • We do not replace your deal team’s judgement. Negotiation and diligence stay with you.

Questions

Asked on most first calls

All questions

  • 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.

  • 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.

Also

The other ways to engage

  • Retained search

    A managed origination mandate built around your criteria. We reach the owners, qualify the fit and deliver the conversations to your calendar.

    Read more

  • Success-fee introductions

    When a company we know fits your criteria, we introduce the owner to your team under an introduction and fee agreement signed up front. No retainer; the fee is earned only when a transaction closes.

    Read more

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.

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