Our work
Judge us on what happened next.
- A buyer of insurance agencies closed an acquisition from the first round of outreach we ran for it.
- A defense components maker that answered our outreach signed a letter of intent, and its quality of earnings check came back clean.
- Our diligence caught a sponsor's own model compounding the preferred return quarterly when the term sheet said annually.
Source Deals
Buying companiesUnderwrite and Diligence
Underwriting a deal or loanGrow Revenue
Winning customers and partnersRaise Capital
Raising a fundBy service
Every other result
Source Deals
A defense sponsor signed a letter of intent with a components maker that answered our outreach.
- What they needed
- The sponsor needed owners of defense electronics makers who would talk about selling.
- What we did
- We listed the makers that fit, wrote to their owners and passed every owner who wanted to talk to the sponsor.
- What happened
- One components maker that answered our outreach signed a letter of intent with the sponsor a year or more after our first approach. Its quality of earnings check came back clean and a lead investor signed on. The close is not confirmed.
The sponsor told us this company came through our outreach, and in June called our latest leads among the best it had seen in a while.
- Signed letter of intent
Source Deals
An insurance agency roll-up bought an agency our first round of outreach reached.
- What they needed
- The buyer needed a steady run of agency owners willing to talk about selling.
- What we did
- We listed the agencies that fit across several states, wrote the outreach and passed every owner who wanted to talk to the buyer's deal team.
- What happened
- Nine months after we started, the buyer closed its third acquisition. Seventeen months in, it told us one of its three open letters of intent also came from our outreach; that close is not confirmed.
The buyer told us the agency it bought was on the very first round of outreach we ran for it.
- Done
- Signed letter of intent
Underwrite and Diligence
A credit fund's own estimate fell inside our value range, and we flagged a flood risk it had not known about.
- What they needed
- A credit fund looking at a delinquent apartment loan wanted to know what the property was worth as it stood.
- What we did
- We valued the property and read the documents behind it. Our as-is range: $18MM to $28MM.
- What happened
- The manager's own estimate, $22MM to $23MM, sat in the middle of that range.
The manager wrote back that the work was strong and that the flood zone we flagged was news to him.
- The client's own read
Grow Revenue
A cancer diagnostics company turned one answer to its outreach into a joint research study.
- What they needed
- The company wanted partners in drug development and research.
- What we did
- We ran its outreach to the drug developers and research groups that fit.
- What happened
- One answer led to a joint study with a global lab instrument maker, presented at a major cancer research meeting.
The company told us the study began with our outreach, and that an earlier round of our outreach had paid for itself.
- Done
Raise Capital
A venture capital manager's outreach reached 12,064 investors in about ten weeks, and 235 asked to talk.
- What they needed
- The manager needed conversations with investors who fit the new fund.
- What we did
- We built the list of investors who fit and wrote to each one under the manager's name.
- What happened
- In those weeks, 571 investors wrote back, and we answered each one.
A first commitment, $25MM, came in meanwhile; the manager has not said it came through us, so we do not count it.
Another fund manager, with us for three years, ranks us among the best tools it has seen for raising capital and referred another fund to us.
- Interest shown
- The client's own read
Every other result, and how far each one went.
| Client | What happened | Stage |
|---|---|---|
| Source Deals | ||
| The defense sponsor above | A second manufacturer from our outreach was far along in talks, by the sponsor's account. | In talks |
| The same sponsor, the year before | The sponsor credited our outreach with a government services company and made an offer for it. | Offer made |
| Underwrite and Diligence | ||
| The same sponsor, under letter of intent | Our diligence caught its returns model compounding investors' preferred return quarterly where the term sheet said annually. Our check of the target's overseas shipments against customs records was new to its team. | The client's own read |
Market maps and thesis reports end in a finished report rather than a deal, so that work is shown on its own page.
What this page does not claim.
A fund's total belongs to the fund. We count an investor or a company as ours only when the client tells us it came from our work, and we say so when it did not. Each result stops where the facts stop: a letter of intent is shown as a letter of intent, not a close.
Real engagements, client names withheld.
Sources and dates
| Figure | Where it comes from | As of |
|---|---|---|
| 20,030 owners reached, 1,655 wrote back, 559 wanted to talk | Our outreach record for the sponsor's first year. | July 2024 |
| Letter of intent, quality of earnings, lead investor | The sponsor's own words on three calls with us; close not confirmed. | October 2026 |
| Third acquisition at nine months; letter of intent at seventeen months | The client's own words on calls with us, dated against our engagement letter. | May 2026 |
| $18MM to $28MM, $22MM to $23MM and the flood zone | Our as-is valuation of one property; the manager's estimate and the flood zone from his written reply. | August 2026 |
| Joint study and the earlier round of outreach | The client's own words on calls with us; the presentation from the client's public release. | 2026 |
| 12,064 investors reached, 571 wrote back, 235 asked to talk | Our outreach record for one venture capital manager's raise, from July 2026. | September 2026 |
| First commitment, $25MM | The manager, on a call with us; the investor is not attributed to our outreach. | September 2026 |
| Three years and a referral | Our engagement records for one fund manager, and its partner's words on a call with us. | October 2026 |
| Second company in talks | The sponsor, on a call with us. | August 2026 |
| Government services offer | The sponsor, on calls with us. | July 2025 |
| Returns model and customs check | Our diligence memorandum and the sponsor's written replies. | August 2026 |
Ask for the references behind these results.
Once we start, you get a call every week or two and a short written summary after each one: approaches made, people reached, conversations started, meetings and next steps.