Services
Custom sourcing solutions built to your firm's investment strategy, deal flow requirements, and operational constraints.
Core Service
Highly Curated Sourcing
Qualitative & Quantitative Screening
Data-driven filters combined with human expertise to ensure every company meets your criteria
Custom Criteria Matching
Revenue ranges, growth rates, geography, industry verticals—we screen for what matters to you
Continuous Refinement
We learn from your feedback to improve list quality over time
What You Receive
- —Detailed company profiles with key metrics and contact information
- —Investment thesis for each company explaining why they fit your criteria
- —Prioritized lists ranked by fit and opportunity
- —Regular updates with new companies as they emerge in your target markets
Strategic Intelligence
Market Map Generation
Comprehensive visibility into any market space. We map out key players, emerging trends, funding dynamics, and white space opportunities to help you make informed investment decisions.
Maps are delivered as structured data and clear visualizations—ready for internal discussions, board presentations, or thesis development. We cover both established sectors and emerging subsectors before they become crowded.
Common Use Cases
- —Exploring new sectors or verticals for investment
- —Understanding competitive landscape before making an investment
- —Identifying white space and emerging opportunities
- —Board presentations and strategic planning sessions
Alpha Generation
Investment Thesis & Alpha Discovery
Uncover promising investment areas before the market catches on. We help develop actionable investment theses based on emerging trends, structural shifts, and your field interests.
Research is grounded in data, validated through market analysis, and articulated clearly for internal alignment. We prioritize opportunities based on market size, growth trajectory, competitive dynamics, and entry barriers.
Emerging Sector Identification
Spot high-growth sectors and subsectors before they become crowded
Thesis Development Support
Articulate and validate investment theses with data and market insights
Opportunity Prioritization
Rank opportunities based on market size, growth potential, and competitive dynamics
Scale & Personalization
Personalized Email Outreach
Scale your outreach without sacrificing personalization. We research each target company and craft tailored messages that reference specific business details, recent milestones, and relevant value-add.
Messages are written in your firm's voice, A/B tested for response optimization, and tracked for performance. Follow-up sequences feel natural, not robotic. The result: 3-5x higher response rates compared to generic outreach.
Key Differentiators
- —Deeply personalized messages referencing company-specific details
- —Natural, conversational tone that doesn't sound automated
- —A/B testing to optimize response rates over time
- —Follow-up sequences that feel personal, not pushy
Bespoke Solutions
Custom Solutions
Unique sourcing challenges require bespoke approaches. We build custom workflows, API integrations, and data enrichment pipelines tailored to your firm's processes. If you can envision it, we can build it.
API Integrations
Connect our sourcing engine directly to your CRM or deal flow management systems
Data Enrichment
Enrich your existing portfolio or prospect lists with additional data points
Custom Workflows
Build sourcing workflows that match your firm's unique investment process
Discuss Your Requirements
Every firm has unique needs. Schedule a call to discuss how we can tailor our services to your investment strategy and deal flow process.