Most outreach fails before it starts — because the list is wrong, the message is generic, or the follow-up never happens.

Founder engagement is where most origination programs break down. The list exists. The intent is there. But one-time sends to poorly screened targets, with no follow-up system, produce nothing. We run the engagement cadence as a sustained operation — not a campaign.

Every outreach message is thesis-specific: aligned to your mandate, your sector language, and your positioning. We operate as a controlled extension of your firm — your message, your brand standards, professional execution.

Responses that indicate interest are immediately escalated with context notes — who responded, what they said, and what the recommended next step is.

Brand protection: "Outreach can hurt our brand" is the most common concern. Our answer: mandate-fit lists, professional messaging, and documented qualification. No outreach goes out without thesis alignment — and every message is reviewed before it's sent.

Start the Conversation
Sample Outreach — Boutique Advisor

Subject: Proprietary LMM pipeline + readiness support

Hi [Name] — I help boutique advisors build mandate-fit seller pipeline across healthcare, dental, and trades/services sectors and prep interested owners for early diligence, so your team spends less time on dead-end processes.

If I could deliver a monthly target map aligned to your ideal mandate, qualified owner interest notes, and a readiness packet you can hand to the execution team — would that help you stabilize pipeline this quarter?

Sample Outreach — Corp Dev

Subject: Add-on pipeline coverage without adding headcount

Hi [Name] — saw your role involves market mapping + outbound target engagement. I run a fractional origination & prep layer that expands coverage without pulling your team off LOIs. Typical monthly output: updated market map, founder engagement + qualification notes, document request + readiness summary when a target wants to explore.

Office
"We function as a fractional origination layer — market maps, founder qualification, and readiness summaries every month."
Tyler Murdock · Founder, Aligned Profit

End-to-End Engagement Management

  • Initial owner outreach via email and LinkedIn
  • Structured follow-up cadence — not one-time sends
  • Thesis-specific messaging for each target segment
  • Response management and routing to your team
  • Objection-handling language aligned to your positioning
  • Engagement notes logged per target in pipeline system
  • Interested responses escalated with context and next-step recommendation

How a Typical Sequence Runs

1

Initial Outreach Sent

Mandate-fit, personalized message to screened target. Sent from a monitored address.

2

Follow-Up Sequence

Systematic follow-ups at defined intervals — adding context, not restating the same message.

3

Response Captured & Classified

All replies logged: interested, not now, wrong contact, or no fit. Each has a defined routing path.

Interest Escalated to Your Team

Qualified response delivered with contact summary, engagement notes, and suggested next step.

The Full Origination Stack

Let's Define Your Mandate

Tell us your target profile — EBITDA range, geography, sector — and we'll outline what the first month looks like.

Begin the Conversation