Proprietary relationship origination for fund managers

The right allocators for your mandate, introduced peer to peer.

We do not run ads or sell lists. We find the allocators and capital partners who fit your mandate, open the conversation in your name, and hand you a warm introduction. You run the raise. We are not a placement agent.

Book a working session → How it works

Introductions, not solicitations · you run the raise.

Allocator profileIllustrativeMatched · yours
Allocator
TypeSingle-family office
MandateLower-mid private credit
Check size$5M – $15M
GeographyNortheast
SignalReviewing the space now
Matched to your mandateOne firm per lane
The problem

Why the right capital is hard to reach.

The allocators who fit your mandate ignore cold outreach and are not on any list. The only way in is a warm, peer-level introduction. That is what we originate.

I · Cold

Cold outreach to allocators goes nowhere

Allocators ignore unsolicited pitches. Without a warm, peer-level introduction, you never get the meeting, no matter how good the fund is.

II · Hidden

The right allocators are not on any list

The family offices and mandates that fit yours are not in a database. Their check sizes, timing, and appetite are known through relationships, not bought lists.

III · Mismatched

Most introductions waste everyone’s time

A generic list gets you meetings with allocators who were never going to fit. We map the ones whose mandate actually matches yours, and open the door.

Who we introduce

Built around your mandate.

You set the mandate: strategy, stage, check size, allocator types, and geography. We find the capital partners who fit and open the conversation. We do not solicit; we introduce.

Family offices
Single and multi-family
Registered advisors
RIAs, wealth platforms
Fund-of-funds
Primary and co-invest
Endowments & foundations
Long-horizon allocators
Insurance & pension
Institutional capital
Independent sponsors
Deal-by-deal capital
High-net-worth syndicates
Curated investor groups
Strategic LPs
Sector-aligned capital
Emerging-manager programs
First-time-fund allocators
Private banks
Gatekeepers and platforms
Outsourced CIOs
OCIO and consultants
Sovereign & institutional
Large mandate holders
The mechanism

It finds the allocators, opens the conversation, and keeps them warm.

We build one origination system inside your firm and run it for a single fund manager per lane. When the engagement ends, it is yours to keep.

01 · Signal

It finds the allocators whose mandate fits yours

We read what a list cannot: who is actively allocating to your strategy, whose check size fits, and whose timing is now. Every allocator is checked against your mandate first. We identify fit; we do not solicit.

02 · Reach

It opens the conversation, peer to peer

We make a warm, professional introduction in your name. No deck blasted out, no cold solicitation. You take the meeting and run the raise.

03 · Pipeline

It keeps every relationship warm

We track every allocator after the first conversation. Those who are not allocating yet stay in your pipeline until their timing turns, in one live pipeline your firm owns.

The record

Exactly what you get, for every allocator.

Every allocator we introduce arrives as a complete, screened profile. No mystery data, and nothing you have to chase down.

We originate every relationship ourselves, off-market and in your name. Nothing is bought from a list or resold. You set the mandate, and every profile is screened against it before it reaches your firm. We introduce; you run the raise.

  • Originated by us, off-market. Every profile comes from relationship origination we run, not a bought LP list.
  • Qualified on the mandate. Strategy fit, check size, and timing, checked before we open a conversation.
  • Yours alone. Introduced for a single firm, tagged with a private reference, and shared with no other manager.
Allocator record · sampleIllustrative
Warm introduction · sole delivery
AllocatorFamily office
TypeSingle-family officeNortheast
GeographyChicago, ILMidwest
MandateLower-mid private creditFit
Check size$5M – $15MPer fund
TimingAllocating this quarterActive
SignalReviewing the spaceWarm path
Fit to your mandateScreened87%
Ref · OP-9B24EOne firm only
How it works

Three steps, and how long it takes.

What we run, what your firm does, and how long it actually takes. We would rather set the expectation than sell you speed we cannot deliver.

Step 01

Define your mandate

One working session: strategy, stage, check size, allocator types, and geography, and the story you take to capital.

Step 02

We map and open

We map the allocators whose mandate fits yours and open the conversation, in your name. This is where the weeks go, and it is the part no list can shortcut.

Step 03

Warm introductions land on your calendar

Screened on your mandate, briefed, and introduced. You take the meeting and run the raise, with your own counsel on every step.

What you get

What comes with the engagement.

It all comes standard. We do not buy lists, we do not tier features, and we take no fee tied to the capital you raise.

Exclusive, matched allocators
Every allocator matches your mandate, introduced for one firm per lane, and never shared with another manager.
The full allocator profile
Type, mandate, check size, timing, geography, the signal we read, and a unique origination ID.
Screened before your firm
Strategy fit, check size, and timing, checked against your mandate before we open a conversation.
Your live pipeline
Every allocator and open relationship in one pipeline your team works from, synced to your stack, and owns.
Warm, briefed introductions
A full allocator brief before every conversation, introduced in your name onto your calendar.
A dedicated senior operator
One operator owns your engagement. No account layer, no hand-offs, no one to explain your mandate to twice.
Weekly reporting
Every approach, reply, and warm introduction, on the record, so you always know what is in flight.
Your side of the table
We introduce; you raise. We are not a placement agent, we do not solicit or place, and we take no fee tied to capital raised.
The asset stays yours
The map, the method, and the pipeline remain with your firm when the engagement ends.
The guarantee

Every allocator fits, or we make it right.

We screen every allocator on your mandate before we open a conversation. If one still misses, we replace it or credit it, and there is no long-term contract keeping you here either way.

The fit guarantee
If an allocator we introduce lands outside the mandate we agreed, wrong strategy, wrong check size, or wrong timing, we replace it or credit it. No claim forms, no argument.
No long-term contract
Start with a short proving engagement, then continue month to month. No lock-in and no minimum term. You stay because the introductions are worth it, not because a contract says so.
Fit check

Who this is a fit for, and who it isn’t.

We take one fund manager per lane and will not take a competing mandate. No allocator we originate for you is ever introduced to another manager.

Best fit
  • +An established fund manager or sponsor with a live raise, or building relationships ahead of one
  • +You can run the raise and take the meetings yourself, with your own counsel
  • +You can work a steady flow of warm allocator conversations as they arrive
  • +You want warm introductions you own, not a bought LP list
Not a fit
  • ×You need capital committed in the next 48 hours
  • ×You expect us to solicit investors, market the fund, or place the raise
  • ×You want a cheap LP list to blast, not warm origination
  • ×The economics do not support a senior, exclusive engagement
Straight answers

Questions, answered.

01Do you run ads?+
No. We originate allocator relationships directly, off-market, in your name. Nothing is bought, scraped, or resold. There is no ad account and no aggregator between you and the allocator.
02How fast is the first introduction?+
Weeks, not hours. A bought list is instant because it was already for sale to everyone. A warm introduction takes time because we build the relationship and the positioning first. If speed is the only thing that matters, we are the wrong call.
03Is there a guarantee or a contract?+
Every allocator is screened on your mandate before we open a conversation. If one still lands outside the mandate we agreed, we replace it or credit it. There is no long-term contract: you start with a short proving engagement and continue month to month.
04Are you a placement agent or broker-dealer?+
No. We are not a placement agent, not a broker-dealer, and not a finder. We do not solicit investments, market or offer securities, negotiate terms, or handle any part of the transaction. We map and introduce allocator relationships that fit your mandate; you run the raise, and you and your counsel handle all solicitation, disclosure, and compliance. We take no fee tied to capital raised.
05How is exclusivity guaranteed?+
One firm per lane. We will not take a competing mandate, and no allocator we originate for you is ever introduced to another manager. Your mandate and your mapped relationships are yours alone.
06Who can you introduce us to?+
Family offices, registered advisors, fund-of-funds, endowments and foundations, insurance and pension capital, independent sponsors, and other capital partners, matched to your strategy, check size, and timing. You set the mandate. We open the conversation.
07What does it cost?+
Scoped to your mandate and lane, and shared on the working session. We anchor against what you already spend on investor relations and sourced lists. There is no per-introduction price and no fee tied to capital raised, because we are not a placement agent.
Book a working session

One fund manager per lane. See if yours is open.

We take one fund manager per lane. Grab a time and we will walk your mandate, your strategy, and whether we can originate for you. We are not a placement agent; you run the raise. If your lane is taken or we are not the right fit, we will tell you before you commit.