How a mandate runs

01Mandate · days 1 to 14

Acquisition criteria, written and ranked

Your sector and geography lane, reserved for one fund at a time

Exclusions agreed in writing, starting with companies or investors you already know

The reasons this lane could produce no meetings, written before any approach

Approach messaging, agreed with you

02Groundwork · days 15 to 45

Sending domains warmed in your name for about 30 days, so your own deliverability is never at risk

A universe built from filings and registries, not from a database

Each company or fund screened against your thesis or your round

Dated signals tracked for each target

03Approach · from day 45

Direct approaches in your name, only where the rules allow it

Replies handled until a meeting is set

Meetings booked in your calendar

For a round under Rule 506(b) or for a fund raise, no approach at all: the map and the materials only

04What counts as a qualified meeting

The company or fund fits the thesis you validated

An owner, shareholder or decision maker is in the room

The meeting actually takes place

The counterparty was not already known to you

You confirm within 7 days. A meeting that misses any of the four is not billed.

05The brief

Before every qualified meeting, a note on a single page: who the counterparty is, the figures we could verify, the fit with your thesis, and why now, as a dated fact rather than a guess.

06What you see each month

Counterparties in the universe, screened, approached, replied and met

Meetings qualified, and the ones that were not, with the reason

The tiers that produced nothing, and what we changed

If a lane produces nothing, we tell you by the end of the second month

07How we are paid

A setup fee, a monthly retainer, then a fixed fee each time a dated event happens, agreed before we start. Never a percentage of any transaction or of any capital raised.

Read a fee as an incentive. A fee on closing pays an intermediary to want any deal. Ours are paid on steps you can check.