Recent successes.

The challenge

Deal flow was irregular and dependent on referrals. There was no systematic origination channel.

What we built

• A governed intake process, from submission to mandate, term sheet and funding
• Coverage across 50+ industries
• 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.

The challenge

The network relied on referrals and had no repeatable way to reach decision-makers.

What we built

• Proprietary distribution infrastructure
• Account-level intelligence and targeting
• A C-suite messaging framework

The outcome

The mandate created a repeatable route to C‑level conversations across eight locations, alongside the network’s existing referrals. Account intelligence established which decision-makers mattered.

The challenge

The company had to reach the schools and PTOs market within a strict timeline, the fall and spring windows, with limited availability. Schools are hard to reach and hold to strict compliance standards, and PTO members often have as little as five minutes a day during the school season.

What we built

• Staged approaches to principals, PTOs and librarians, within the fall and spring windows
• Messaging written separately for each of them
• Progress reviewed every week, with targeting adjusted on how each group responded
• Earlier conversations picked up again later in the term

The outcome

The school term set the window. Across eight campaigns, the strongest, timed to the season, produced 155 of the 373+ qualified opportunities on its own, and a later one that picked up earlier conversations added 83.

The challenge

The company was raising a $5M seed round and needed targeted investor access beyond its own network.

What we built

• Strategic investor targeting across specialist investor networks
• Seed-round positioning and narrative
• Pipeline management and facilitation

The outcome

Targeting reached specialist investor networks beyond the company’s own, and a lead investor was secured.

The challenge

That network generated mandates and opportunities, but the pace depended heavily on when others brought deals forward; its best existing channel produced about 60 qualified introductions a quarter. The firm wanted a repeatable way to reach investors, meet relevant buy-side groups, and uncover funding mandates without waiting for referrals.

What we built

• Market intelligence that shaped who to approach and when
• Concise messaging suited to investor audiences
• Proprietary distribution infrastructure, built for scale
• A commitment of at least 1.5x the firm’s best existing channel, measured against its own benchmarks

The outcome

Measured against those benchmarks, the program delivered 1.7x: 100+ new buy-side groups. It sourced sell-side opportunities across solar, acquisition, fleet financing, and aviation, contributing to a $300M+ mandate pipeline, and $25M+ in funded transactions, worth approximately $290,000 in net-new revenue to the firm.