"$3,500/month. Core Coverage. Below the benchmark for outsourced origination — without success-fee conflicts."Aligned Profit · Pricing
A fixed retainer at a fraction of in-house origination costs. Predictable economics. Clear deliverables. No broker fees. No success-fee conflicts.
The Core retainer is built for boutique advisors and lean corp dev teams. Add capacity as your mandate expands.
Our pricing starts at $3,500/month — accessible to boutiques and lean corp dev teams, while aligning with established outsourced origination pricing norms.
Typical monthly work fee in a formal M&A advisory engagement — often credited against success fees.
Dedicated origination infrastructure — systematic market mapping, founder engagement, qualification, and transaction preparation — executed as a structured layer, not a platform subscription.
Compensation range for origination manager / BD director roles. Does not include benefits, ramp time, or overhead.
"The right question isn't what origination costs — it's what systematic, mandate-aligned origination produces. A consistent pipeline compounds. One qualified opportunity advanced to LOI more than covers the annual engagement cost."
Most are platforms, not services. The key differentiation: we operationalize origination and prepare transactions. Tools alone don't run.
| Competitor | Category | Pricing Signal | vs. Aligned Profit |
|---|---|---|---|
| Aligned Profit | Done-for-you service | Core Coverage: $3,500/month | Origination + transaction prep, mandate-driven, full execution layer |
| Axial | Private deal network platform | Success fee (~2% on $10M deal) | Provides deal flow access; doesn't run outbound origination for you |
| PrivSource | Buyer discovery platform | $300/month (buyers) | Useful for lists; not a done-for-you sourcing and readiness layer |
| DealStream | Deal marketplace | $40/month Pro Buyer | Low-cost marketplace; lower control and fit; not institutional origination |
| Grata | Data platform | ~$15K/year (est.) | Strong data layer; still requires execution capacity to convert to conversations |
| SourceScrub | Deal origination platform | Quote-based | Common tool choice; we provide hands-on execution and prep on top of data |
| Intapp DealCloud | CRM / workflow | Quote-based | System of record; we feed DealCloud with qualified opportunities and readiness notes |
This is leverage, not replacement. Most origination roles explicitly require mapping, outreach, and pipeline reporting — the repetitive capacity layer. We absorb that workload so your team focuses on IC-level work and LOIs. Think of it as adding a fractional associate without the hiring risk or ramp time.
This is infrastructure, not brokerage. The market has shifted toward recurring engagement fees precisely because deals take longer and frequently die before close. A predictable retainer keeps the origination engine running regardless of timing. Success fees create alignment problems when serving multiple clients — we avoid them intentionally.
Platforms are valuable, and many of our clients use them. But data vendors themselves note that building effective data capability requires real resources. The missing piece is execution: turning targets into qualified conversations, maintaining follow-up discipline, and preparing opportunities so your team isn't starting cold.
We understand the concern, and it's legitimate. We operate as a controlled extension of your firm: mandate-fit target lists, professional messaging, thesis-specific language, and documented qualification at every stage. No volume-based spray-and-pray. Every outreach is reviewed against your mandate before it goes out.
Exactly why transaction preparation is bundled. Poor-quality financials and missing documentation are a cited reason deals fail and retrade. We reduce that friction by organizing baseline materials early — before your execution team invests meaningful time — not after they've already spent weeks on a dead end.
Correct — and we don't claim otherwise. We guarantee process deliverables: market maps, outreach activity, pipeline reports, and readiness workflows. Deal outcomes depend on market conditions, thesis fit, and timing. Early responses typically appear within 30–60 days; meaningful readiness-qualified opportunities compound over 2–4 months.
No. We don't represent clients in the sale of securities, set valuation, or negotiate definitive terms. We provide origination and preparation support that helps your team execute its own process. Our work is upstream of formal deal execution.
No. We guarantee process deliverables — maps, outreach activity, reporting, and readiness workflows. Deal outcomes depend on market conditions, thesis specificity, and timing. We are transparent about this from day one.
Expect early responses in the first 30–60 days. Meaningful readiness-qualified opportunities typically compound over 2–4 months depending on thesis specificity, sector fragmentation, and founder timing dynamics.
Yes. We focus on fragmented, founder-led sectors where outreach and relationship-building are the primary sourcing channels — not auction-driven processes. Healthcare services, home and field services, industrial services, and specialty business services are core verticals.
Yes. Pipeline reporting is designed to be compatible with DealCloud, HubSpot, Salesforce, and other common systems. We can deliver structured data exports or update your preferred CRM directly depending on access arrangements.
We work on a monthly retainer basis. We recommend a minimum of 3–4 months to see the origination engine compound — pipeline quality improves with relationship history and follow-up cadence. We discuss commitment structure on the qualifying call.
Core Coverage: $3,500/month. Clear deliverables. Predictable origination infrastructure. No broker framing. No success-fee conflicts.