Every opportunity that reaches your team has met the standard you set, its seriousness confirmed and a next step already agreed.
Introductions at companies like these each met the standard our clients set
We assess relevance before anything reaches your team.
See why outcomes are the measureA booked meeting can be missed, and a held meeting proves contact, not commercial fit.
A cost to your pipeline
How we address it
Committed to accepted qualified opportunities, not to meetings booked.
Every unqualified conversation is time taken from the opportunities your team could close.
A cost to your selling time
How we address it
Every response is assessed on your behalf before it reaches your team.
Early or out-of-scope interest takes up a first conversation before there is anything to discuss.
A cost to your standing
How we address it
We confirm the requirement and its timing before anything is handed over.
Before launch we agree with you, in writing, what a qualified opportunity is for your business: the accounts, the situations and the decision-makers that count. The target profile written with you names your ideal counterparties and grades every dimension as ideal, acceptable or out of scope.
For a private equity mandate in the middle market, the profile might define a band for assets under management, name the Managing Partner as the decision-maker and limit the mandate to co-invest or LP opportunities.
Accepted by your team on the evidence behind it.
Read what a mandate commits us to
The organization recognizes the problem you solve. The conversation starts from a reason to talk rather than from persuasion.
It is in a position to fund a solution. The conversation turns on fit rather than on whether there is budget behind it.
It matches the size set out in the target profile agreed with you. Size counts where it changes the ability to buy or your ability to serve.
It sits inside the markets, segments and situations your team can serve. It also fits the pace agreed with you.
Its interest is confirmed by our team. Early interest is recorded as early and is not presented to you as ready.
At any point there may be a dozen responses pending review, from a private credit fund, a specialty lender, a growth equity fund or a family office.
Each is assessed on fit, readiness and next step, and has to pass all three before it reaches your team.
Qualification protects your team from noise without discarding what the market is telling us. What does not qualify still informs the mandate each quarter.
Opportunities that meet the standard
Responses outside the scope you set
Which segments are pursued
The evidence behind each one
Early interest, recorded as early
What is said
The context of the situation
Responses without a next step
Which channels are used
A defined next step
Anything your team need not review
When the market is approached
Deal flow was irregular and dependent on referrals. There was no systematic origination channel.
Within twelve months the platform had a governed origination channel and 14 term sheets issued.
Results from one completed 12-month mandate. The figures describe work already done.
Qualification is where coverage narrows most deliberately. On one representative mandate, about one in four engaged accounts went on to qualify.
These are qualified opportunities, counted before your team reviews them against the written standard. The figures describe past work.
Our team, on your behalf. The infrastructure we operate organizes and tracks every response, and we read each one against your profile, confirm fit and readiness and deal with counterparties directly.
Not after the fact. An opportunity is judged against the standard you approved. Where results point to different priorities, any change to the scope is agreed with you before it applies.
Yes, where they materially change commercial viability. One or two may be added to the five, such as check size, geography, regulation, an active project or channel fit, and they are written into the standard before launch.
Each opportunity is reviewed within a written window, set before launch. Silence after the window counts as acceptance.
Every dimension graded, and all of it agreed before any approach is made.
Read the article
Full visibility of every account, from first assessment to qualified conversation.
See qualified coverage
Established B2B companies where one new client carries significant value.
See who we work withEach engagement is committed to accepted qualified opportunities, measured against the standard you approve. Tell us what a credible opportunity looks like for your team; where there is alignment, we begin with a working session.
We assess whether your market can deliver before any engagement.
If your market cannot deliver, we tell you early, and why.
Where there is alignment, initial drafts for your team to review.
