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A shortlist that can close.
Not a mailing list.

Most capital raising fails at the same step: the wrong investors see the deal. Our matching process exists to make that failure structurally impossible — every approach is justified by mandate fit, documented, and approved by you before it happens.

The Process

Four steps between your mandate and a term sheet.

STEP 01

Mandate defined

Technology, capacity, geography, capital sought, structure preference, timeline. Agreed in writing before any approach is made.

1
agreed brief
STEP 02

Universe screened

Our investor database is filtered against your parameters — mandate criteria, ticket size, stage appetite, live allocation status. Data narrows; it doesn't decide.

100s
profiles screened
STEP 03

Shortlist agreed

Partner judgment on top of the data: who is genuinely deploying, who re-trades, who moves in your timeline. Each name comes with a written rationale.

8–15
approaches, approved by you
STEP 04

Approach & close

Partner-led introductions, coordinated process, competitive tension without a broadcast auction. Term sheets negotiated through to signing.

1
closed transaction
Data & Judgment

What the system does. What the partners do.

Data-assisted screening

The machine's job

  • Maintains mandate profiles: technology, geography, ticket, stage, return threshold, structure
  • Tracks allocation signals — fund closes, deployment pace, stated strategy shifts
  • Filters the universe against your brief in hours, not weeks
  • Flags saturation: which investor types are overweight your asset class this quarter
Partner judgment

The humans' job

  • Knows which committees actually clear deals — and which stall at IC
  • Reads counterparty behaviour: who re-trades, who honours exclusivity
  • Decides sequencing, framing and timing of every approach
  • Negotiates the terms. No system does this, and none should

A note on the word "AI". Plenty of advisors now claim AI-powered fundraising. Our claim is narrower and verifiable: structured data on investor mandates, systematically screened, so that partner time is spent on judgment and negotiation rather than list-building. The shortlist rationale we put in front of you is the proof — ask to see one.

For Investors

The other side of the same discipline.

Registering a mandate takes one conversation. From then on you see only opportunities that fit your criteria — screened by people who understand both sides of the table. No teaser spam, ever. When we call, it's because the fit is real.

Investor Matching

See a shortlist rationale before you commit to anything.

We'll walk you through a real (anonymised) matching output from a closed mandate — what the screen produced, what the partners changed, and why the deal closed.