Case studies
The record, in full.
Measured in capital and revenue, not activity. Every engagement below is reported by what it moved for the firm: capital raised, markets opened, and the decision-makers who came to the table.
Selective about who. Systematic about how.
We only take firms we are sure we can bring qualified demand to, and we decline more than we accept. Once we start, the same system runs every time: tools do the watching, people own the approach and the judgment.
Capital markets
$29MRaiseview Capital
Funded, with $340M in mandate pipeline.
102 introductions in a single quarter
Energy
$50MThermorefinery Technologies
Raised for 2 plants in Greece, and licensing conversations opened in other countries.
Inside 90 days
Staffing
96Orion Placement
Qualified opportunities for a staffing and recruiting firm.
In a single month
Education
373A national children's book company
Decision-maker conversations, at a 22.72% peak reply rate.
Lending
$4.1MFora Financial
Growth capital issued through more than 30 loan packages, for small businesses from retail to construction.
100+ qualified companies engaged, under 60 days
Real estate
$3.3MP11
Annual pipeline added for a real estate branding firm, in multifamily, senior living and luxury residential.
28 qualified opportunities in 90 days
M&A
$57MPlayers Capital
Off-market deal flow, sourced and qualified before it reached the open market.
14 days
A referral network retires with its partners. An engine is an asset.
Referrals will keep coming, on their own timing. A second revenue engine runs alongside them, on yours, and it stays with the firm when people move on. When your firm is valued someday, it prices like infrastructure.
What happens next
The conversation
30 to 45 minutes, no deck, no pitch.
Our evaluation
Our own diligence. We tell you if it doesn't clear the bar.
The engagement letter
We sign, and the build starts immediately.