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Qualified coverage.

We build and track your pipeline of qualified opportunities for you, with full visibility of every account from first assessment to qualified conversation.

The coverage we build and track has reached thousands of companies like these

Octagonal city blocks seen from above

What a coverage figure has to prove.

A count of activity says little about whether the right buyer engaged, whether your market can sustain more than one round, or which accounts were ever in market.

01The challenge

Activity counted as progress

Approaches, replies and booked meetings are inputs, with no proof the right person engaged.

A problem of measurement

How we address it

Coverage counted through to the qualified opportunity, not activity.

  • A booked meeting is never the measure
  • Every response assessed before it counts
See what an engagement commits to
02The challenge

A market spent in one round

Too few reachable accounts, and demand runs out before a second round can begin.

A problem of depth

How we address it

The reachable market is tested for a second round before any commitment.

  • Duplicates and existing relationships removed
  • Accounts you cannot serve left out
See when a market is too small
03The challenge

Few records of who is in market

In complex markets data is scarce, and the accounts in market are rarely obvious.

A problem of visibility

How we address it

An intelligence network that sees what traditional methods miss.

  • Several layers of commercial intelligence
  • Who is in market, without volume tactics
See market and buyer intelligence

Coverage at every stage, drawn to scale.

One representative mandate, from the market assessed against the profile written with you to the opportunities that qualified.

Assessed against your profile

1,247

accounts assessed

100% of the market assessed

Before anything is built, the market is assessed against the target profile written with you.

Mapped as in market

342

accounts mapped

27.4% of accounts assessed

Our intelligence network identifies where demand is forming and which accounts are in market.

Engaged

87

accounts engaged

25.4% of accounts mapped

Each account is approached by seniority and prior response, with guardrails on every approach.

Qualified

23

qualified opportunities

26.4% of accounts engaged

Every response is assessed against the criteria agreed with you before it reaches your team.

Qualified opportunities handed to your team for discovery, proposal and close.

One representative mandate, from past work. Every bar is the share of the stage before that moved forward.

See the steps behind each stage
A grid of glass tiles, a few of them tinted blue

Qualified has a fixed meaning.

Every prospective counterparty is measured against the target profile written with you, and every response is assessed against the same three checks, in the same order. The standard holds for the life of the mandate.

An example profile from one mandate: middle-market private equity firms with $500MM to $2B in assets under management, the managing partner as the decision-maker and co-investment or LP mandates. Each dimension is graded ideal, acceptable or out of scope.

  • Fit: inside the target profile agreed with you
  • Readiness: seriousness confirmed by our team
  • Next step: a meeting or an intro call defined

Results from engagements we have led.

See every result
Wall Street towers looking up

Capital markets · 12 months

A private credit platform builds a $19B mandate pipeline.

The challenge

Deal flow was irregular and depended on referrals, with no systematic origination channel.

What we built

  • Coverage across 50+ industries
  • A governed intake process, from submission to mandate, term sheet and funding
  • A global investor network, activated

The outcome

Referral-led deal flow gave way to a governed origination channel. Of a $19B mandate pipeline, 14 term sheets were issued and $200M+ was funded.

Read the case
$19BMandate pipeline
14Term sheets issued
$200M+Funded

Results from one completed 12-month mandate. The figures describe work already done.

From qualified to accepted, on the evidence.

Coverage ends at the qualified opportunity, but an engagement is committed to accepted ones, each assessed against the standard you approved.

Read what a mandate commits us to

Captured and submitted by our team

Decided by your team

Settled in writing before launch

Notes and evidence from each conversation

A review within a written window

Criteria that never change after the fact

The opportunity entered into review

Acceptance, or a rejection naming a written criterion

Silence after the window counts as acceptance

A replacement for any valid shortfall

The evidence behind each rejection

A job title alone is not a reason to reject

Reported to you, quarter by quarter.

Coverage is reported at the same four stages every quarter, beside each qualified opportunity and warm introduction as it moves.

See mandate reporting
Glass bars rising like a chart

Accounts assessed, mapped and engaged, and opportunities qualified, are reported at the same stages each quarter. One quarter reads directly against the last.

As emphasis shifts toward the segments producing qualified demand, the figures move with it. Segments, messaging, channels and cadence are adjusted each quarter.

Beside coverage, you see each qualified opportunity and warm introduction as it moves. Each shows the steps engaged and the next step it is waiting on.

Coverage is aligned with your sales cycles and sits outside your internal processes. Your referrals, warm networks and partnerships continue unchanged.

Questions on coverage.

Are these figures a forecast for our mandate?

No. They describe one representative mandate and are a record of work already done, not a running total. Volumes differ with your market and your target profile.

When does coverage begin to show?

In the example engagement, earlier sight of who is in market arrives in weeks three to four, and qualified opportunities reach your team from month two. Timings vary by mandate.

What reaches our team?

Qualified opportunities, each with a defined next step such as a meeting or an intro call. Your team steps in only when an opportunity has qualified against your ideal buyer profile.

Why do so few accounts reach the qualified stage?

Because every account is measured against the target profile before any approach, and every response is assessed before it reaches you. Low-quality volume is kept out of the pipeline at each stage.

More on how coverage is built.

Mixed towers from the street, looking up

Field notes

How to read a coverage report, stage by stage

What each stage of a coverage report shows, and why the counts narrow.

Read the article

Find out what coverage your market can sustain.

Tell us about your market, your target accounts and where progress has stalled. 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.

An initial diligence call

We schedule a call with you to explore fit.