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Market and buyer intelligence.

A clear view of where demand is forming in your market, and which organizations have reason to act now: a refinancing, an acquisition, an expansion. It decides who we approach on your behalf, and which opportunities reach your team.

Intelligence like this has led our clients to decision-makers at companies like these

Glass towers rising into cloud, looking up

Demand that conventional channels do not reach.

Evaluated continuously: markets, accounts, decision-makers.

See the seven steps
A field of glass cubes, a few raised above the rest

Our proprietary intelligence network combines multiple layers of commercial intelligence. It includes relationships and indications of demand that traditional methods miss.

The intelligence includes markets your current channels cannot reach. The accounts in view are no longer limited to the ones you already know.

The network prioritizes the organizations with a reason to act now, such as a refinancing or an acquisition. It does so without noise or volume tactics.

Our team reviews everything the intelligence surfaces. Each situation is weighed against the profile agreed with you before any approach is made.

Where demand formed in one week.

The situations the intelligence identified in one week, on one representative mandate.

Read the market commentary
Situation, counterparty and source, on one mandate
SituationWhoSourceTiming
Refinancing a retail portfolio, seeking a non-bank senior lender.CRE sponsorProprietary intelligenceUrgent
Building pipeline with CFOs of industrials in the Midwest.ConsultancyDirect engagementIn market
Evaluating co-GP partners for a healthcare platform roll-up.Family officeNetwork intelligenceEarly
Expanding into specialty finance, seeking deal flow partners.LenderProprietary intelligenceIn market
Seeking acquisition targets in HVAC services.PE-backed roll-upDirect engagementUrgent
2,847Accounts in market
127Qualified introductions
34%Moving to mandate

A representative week from one completed mandate. The figures describe past work, and no client or counterparty is named. Urgent situations are approached first, and only qualified counterparties reach your team.

Five kinds of counterparty, mapped against your mandate.

Our intelligence network maps you and your mandate against target accounts, strategic prospects, ecosystem platforms, channel partners and existing customers.

Each type of counterparty is read against its relationship history and its present commercial relevance, so attention goes first to the accounts that matter now.

  • Relationship history read for every account
  • Present commercial relevance weighed first
  • Attention on the accounts that matter now
You receiveEarlier sight of who is in market
See how we access the market

What the network maps

Five kinds of counterparty

Your mandate

Target accountsStrategic prospectsEcosystem platformsChannel partnersExisting customers

Each one layered with

  • Relationship history
  • Current relevance

Read again as the market moves.

Who belongs in your pipeline, and what reaches your team.

The intelligence shows who is in market. The target profile written with you, and the standard agreed with you, then decide what deserves your attention.

Target definition

Who belongs in your pipeline.

Each account is measured against a codified target profile, written with you and held at every later step.

  • Each dimension graded
  • Strict in-scope rules
  • Low-quality volume kept out

You receiveA written target profile, enforced at every step.

Read what a target profile contains

Your standard

What reaches your team.

Nothing reaches your team until it has qualified on fit, readiness and next step against the standard agreed with you.

  • Which accounts warrant attention
  • Urgent situations approached first
  • The rest goes no further

You receiveOnly qualified counterparties, never low-quality volume.

See guardrails and standards
A long row of translucent glass panes

Your market, sized as it really is.

Before a commitment is set, the market is counted as it can actually be worked: the accounts that can be reached, and real access to the buyer inside them. The scope holds the commitment we can defend, not an inflated market size.

What remains must be deep enough to sustain the engagement and a second round, without exhausting your market.

  • Duplicates removed
  • Existing relationships set aside
  • Unreachable accounts taken out
  • Companies you cannot serve taken out

Earlier sight of who is in market.

Once built, the intelligence runs continuously and alongside your existing channels. Referrals, warm networks, partnerships and internal teams continue as they are.

Every situation is weighed against the profile written with you, so attention goes first to the accounts that matter now.

1,500+Transactions behind the intelligence
5Kinds of counterparty mapped around each mandate
40+Industries
200+Sub-verticals

Questions about the intelligence.

What does the intelligence look for?

Commercial situations that give an organization a reason to act now: refinancing and capital needs, acquisitions and roll-ups, expansion into new segments, partnerships and co-investment, and pipeline being built in a new market.

Who reviews what the intelligence surfaces?

Our team. Everything the intelligence surfaces is reviewed and weighed against your target profile before any approach, and nothing outside the profile is pursued.

Are the figures on this page live?

No. The week shown is from one completed mandate and describes past work. No client or counterparty is named.

How soon do we see who is in market?

In an example engagement, the intelligence and the market-access plan follow in weeks three and four, and the intelligence then runs continuously. Timings vary by mandate.

More on the capability behind the intelligence.

Downtown towers from above

Market commentary

Where demand formed in one representative week

One representative week surfaced five moments that gave a reason to act.

Read the article
Blue glass towers under a clear sky

Capability

Every opportunity measured against your standard

Every opportunity assessed on fit and readiness, with a next step agreed.

See qualification
Glazed footbridge tunnel

How we work

When the intelligence is built, and what follows it

Four stages, from first insight to qualified conversation.

See the engagement

See the markets where we read demand.

Eight markets share one buying problem, and the intelligence works the same way in each. Tell us about yours; where there is alignment, we begin with a working session.

Diligence at no cost

We assess whether your market can deliver before any engagement.

A clear answer on fit

If your market cannot deliver, we tell you early, and why.

A draft scope

Where there is alignment, initial drafts for your team to review.