A Structured Intake, Not a Sales Call

The form captures the information we need to give you a useful, specific response — not a generic deck. We'll review your mandate profile and reply within one business day with a preliminary outline of what coverage would look like for your thesis.

1
You submit the form
Share your mandate criteria, role, and deal focus. Takes 3–4 minutes.
2
We review and respond
Within one business day with a preliminary outline of what first-month coverage looks like for your thesis.
3
Qualifying call (30 min)
We align on mandate, scope, and deliverables. No obligation until you're comfortable with the engagement structure.
Origination engine starts
Mandate brief documented. Market mapping begins. First monthly report delivered at the 30-day mark.
Engagement Facts
Core retainer Retainer-based engagement
First responses expected 30–60 days
Success fee At LOI + close
Deal size focus $3M–$20M EV

Aligned Incentives. No Conflicts. No Noise.

Aligned Incentives

Success fees apply at LOI and close — so our incentives are directly tied to deals that advance, not just activity.

No Generic Outreach

Every outreach is mandate-aligned. We don't send volume without thesis fit — ever.

No Broker Representation

We don't represent clients in securities transactions, set valuations, or negotiate terms.