Initial Consultation & Criteria Definition: We begin with an in-depth consultation to understand your specific investment thesis, target company profiles, and strategic objectives. This includes detailed discussions about your preferred:

• Revenue ranges and growth rates
• Technology stack and product focus
• Target markets and customer segments
• Desired maturity stage and business model
• Specific exclusion criteria

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Proprietary Scoring System: We employ a proprietary scoring methodology that evaluates potential deals against 20+ parameters aligned with your criteria. This ensures that only opportunities with high strategic fit reach your desk.

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Industry-Specific Due Diligence: Our team includes former SaaS executives and technical specialists who conduct preliminary technical and business model assessments before presenting opportunities to you.

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Quality Control Checkpoints: Each potential deal passes through multiple review stages, including technical validation, market positioning analysis, and financial health assessment.

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Feedback Loop Integration: We continuously refine our sourcing approach based on your feedback about presented opportunities, creating a learning system that improves match quality over time.

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Unlike volume-focused agencies, we measure our success by your acquisition rate, not just the number of leads generated.

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Our deal origination process is distinctively tailored to the unique dynamics of the B2B Enterprise SaaS ecosystem, powered by a state-of-the-art technology infrastructure that represents a significant investment in cutting-edge tools:

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Enterprise-Grade Technology Stack: We're investing over $2,000 monthly in premium tools across multiple categories to create an unmatched deal sourcing engine:

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• Multi-Channel Outreach Infrastructure:
  • Advanced private email sequencing with deliverability monitoring
  • Premium LinkedIn automation with sending enablement
  • Intelligent cold calling systems with auto-dialer and lead management
  • Omnichannel workflow automation
• Comprehensive Data Intelligence Platform:
  • Enterprise-level company intelligence databases
  • Look-a-like list generation capabilities
  • Specialized SaaS and Private Equity databases
  • Advanced contact validation and enrichment
• Predictive Analytics & Intent Signals:
  • LinkedIn engagement tracking
  • Website visitor identification
  • Competitor following monitoring
  • Advanced web scraping and data extraction
• AI-Powered Capabilities:
  • Claude 3 Sonnet advanced language model for personalized outreach
  • GPT-4 implementation for market analysis
  • Custom-built AI for pattern recognition in deal qualification
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Our deal origination process is distinctively tailored to the unique dynamics of the B2B Enterprise SaaS ecosystem:

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Specialized SaaS Network: We've built relationships with over 5,000 Enterprise SaaS founders, executives, and industry insiders over the past decade, giving us access to opportunities before they reach the broader market.

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Technical Depth: Our team includes former SaaS product leaders who can evaluate technical architecture, scalability, and innovation potential - critical factors in Enterprise SaaS valuations that generalist agencies often miss.

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Multi-Channel Sourcing Strategy: We employ a diversified approach combining:

• Proprietary outreach campaigns targeting specific SaaS verticals
• Monitoring of early signals (leadership changes, funding patterns)
• Engagement with SaaS-focused accelerators and incubators
• Relationships with specialized SaaS advisors and consultants
• Advanced data mining of SaaS performance indicators
• Relationships with a network of Investment Bankers

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Enterprise Buyer Psychology Expertise: We understand the complex dynamics of enterprise software procurement, allowing us to identify companies with strong customer relationships and expansion potential.

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Customized Deal Narratives: For each opportunity, we develop comprehensive investment narratives that highlight strategic value beyond financial metrics, including technology moats, integration potential, and market positioning.

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Continuous Market Intelligence: Our dedicated research team maintains real-time tracking of Enterprise SaaS trends, valuation multiples, and competitive landscapes, ensuring our targeting remains cutting-edge.

This specialized approach results in a significantly higher percentage of actionable opportunities compared to generalist M&A sourcing firms.

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1. Exclusivity Options:
   • We offer sector-specific exclusivity arrangements for clients who require complete protection in particular verticals
   • These arrangements prevent us from representing other buyers in the same specific segment
   • Exclusivity is available at both broad category levels (e.g., "Healthcare SaaS") or narrow subsegments (e.g., "Radiology Workflow Solutions") for a fee
2. Non-Exclusivity Safeguards: For non-exclusive relationships, we implement robust protections:
   • Separate deal teams with distinct personnel handling different clients
   • Information barrier protocols enforced through system-level access controls
   • Conflict checking procedures before new opportunity presentation
   • First-look rights based on which client first established specific criteria

Transparent Disclosure Framework:

• Clear documentation of our conflict management policies in all client agreements
• Proactive disclosure of potential conflicts before they arise
• Regular conflict audits by our compliance team

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Deal Allocation Methodology: When a potential opportunity matches multiple clients' criteria, we follow a structured allocation process:

• First-in-time priority for clients who specifically identified the subsector
• Rotation systems for opportunities in generally competitive areas
• Opportunity-specific opt-in process where appropriate
• Consideration of strategic fit and probability of successful execution

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Client-Directed Preferences: We work with each client to understand their specific sensitivity to different types of conflicts and tailor our approach accordingly.

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Ethics Committee Oversight: Our internal ethics committee reviews all potential conflict situations and provides binding determinations when necessary.

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Customized Integration Models: We offer flexible integration approaches tailored to your existing processes:

1. Full Outsourcing Model: We manage the entire top-of-funnel process, delivering only qualified opportunities ready for your team's due diligence.
2. Augmentation Model: We function as an extension of your existing deal sourcing team, following your established processes and reporting structures.
3. Parallel Processing Model: We operate our specialized sourcing function alongside your internal efforts, with coordinated handoff points for qualified opportunities.

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Practical Integration Elements:

• Process Mapping: We conduct detailed mapping of your existing workflows to identify optimal integration points and minimize disruption.
• Technology Integration: We can integrate with your existing CRM, deal management platforms, or data rooms through secure APIs or manual processes as preferred.
• Communication Protocols: We establish clear communication channels, meeting cadences, and reporting structures aligned with your internal practices.
• Team Alignment: We arrange introduction sessions between our specialists and your key team members to build relationships and understanding of working styles.
• Knowledge Transfer: We implement structured processes to share institutional knowledge about sectors, companies, and historical interactions.

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Collaborative Approach:

• Feedback Loops: Structured mechanisms to capture and implement learnings from deal outcomes.
• Shared Access: Appropriate visibility into pipeline and activity data for all stakeholders.
• Complementary Expertise: We position our team's specialized Enterprise SaaS knowledge to complement your internal capabilities.

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We accelerate qualified deal flow significantly faster than building an in-house operation - a critical advantage in the competitive B2B enterprise SaaS investment landscape.

Our process begins immediately, with the first two weeks dedicated to developing your investment thesis-aligned strategy - including precise deal criteria, sector-specific messaging, targeted outreach protocols, customized communication templates, proprietary prospect lists, and all essential components to secure qualified meetings with promising SaaS opportunities.

Following this preparation phase, we immediately execute our plan, sourcing leads and providing transparent reporting with actionable insights on a weekly or bi-weekly basis to continuously optimize our approach. This allows your investment team to focus exclusively on deal evaluation and execution rather than sourcing logistics.

What sets us apart is our ability to leverage proprietary data analytics and enterprise SaaS-specific expertise to identify high-potential targets before they reach broader market visibility with our proprietary database of over 500,000 SaaS founders in the industry.

Our PE and investment firm clients typically see initial meetings with qualified SaaS companies scheduled within 3-4 weeks of engagement, with a consistent pipeline of investment-ready opportunities developing by month two. This accelerated timeline means your firm can evaluate more deals with less operational overhead, ultimately increasing both deal velocity and investment efficiency while your competitors remain bottlenecked by traditional sourcing methods.

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Factors Affecting Timeline:

• Specificity of Criteria: Highly specific criteria (e.g., narrow industry focus, tight revenue bands) may extend timelines but yield higher-quality matches
• Market Conditions: Macroeconomic factors and sector-specific dynamics can impact seller readiness
• Competitive Landscape: Less competitive niches typically yield faster results than heavily targeted segments
• Flexibility on Parameters: Clients willing to consider adjacent sectors or slightly different profiles often see faster results

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Acceleration Strategies: For clients requiring faster results, we offer several acceleration options:

• Expanded Outreach: Increasing the volume and frequency of outreach activities
• Network Activation: Conducting targeted campaigns to our advisor and founder networks
• Warm Introduction Campaigns: Leveraging your existing networks alongside ours for faster trust-building

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