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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

A defense sponsor signed a letter of intent with a components maker that answered our outreach.

From owners reached to one signed letter of intentThree bars drawn to one scale: the owners reached in the first year, the far shorter bar of those who wrote back and the shortest of those who wanted to talk; under them, a half filled square for the one company that signed a letter of intent. 20,030 owners reached in the first year 1,655 wrote back 559 wanted to talk One signed letter of intent
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.

From our start to a closed acquisition and a letter of intentA line of seventeen months, one tick for each month: an open ring where our work began, a filled square at month nine for the closed acquisition and a half filled square at month seventeen for the letter of intent the client reported. One tick, one month Letter of intent reported We start Acquisition closed
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.

Our value range for one property, and the manager's own estimateAn open band drawn to scale for our as-is value range, with a filled slice inside it where the manager's own estimate falls, four tenths of the way along; under the high end, a small building over three wavy lines for the flood zone. The manager's estimate Our range Flood zone
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.

One answer that became a joint study, then a presentationAn open ring for our outreach opens into a wide wedge; one ink line leaves it to a small dot for the one answer, then runs to two overlapping squares for the joint study and on to a filled square on a plinth for the presentation. Our outreach One answer Joint study Presented
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.

Investors who asked to talkTwo hundred thirty five ink dots, one for each investor who asked to talk, in five rows of forty seven. Asked to talk, one dot each
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.

Other client results, by service
ClientWhat happenedStage
Source Deals
The defense sponsor aboveA second manufacturer from our outreach was far along in talks, by the sponsor's account.In talks
The same sponsor, the year beforeThe 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 intentOur 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
Sources and dates for this page
FigureWhere it comes fromAs of
20,030 owners reached, 1,655 wrote back, 559 wanted to talkOur outreach record for the sponsor's first year.July 2024
Letter of intent, quality of earnings, lead investorThe sponsor's own words on three calls with us; close not confirmed.October 2026
Third acquisition at nine months; letter of intent at seventeen monthsThe client's own words on calls with us, dated against our engagement letter.May 2026
$18MM to $28MM, $22MM to $23MM and the flood zoneOur 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 outreachThe 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 talkOur outreach record for one venture capital manager's raise, from July 2026.September 2026
First commitment, $25MMThe manager, on a call with us; the investor is not attributed to our outreach.September 2026
Three years and a referralOur engagement records for one fund manager, and its partner's words on a call with us.October 2026
Second company in talksThe sponsor, on a call with us.August 2026
Government services offerThe sponsor, on calls with us.July 2025
Returns model and customs checkOur 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.