Case studies
What the agents did once they were live.
Nine firms – advisors, brokerages and investors – one pattern: the repeatable work moved to their agents, and senior time moved back to the deals.
In the field
Read the full stories.
Private equity origination
The sourcing desk the fund never had to hire
A lower-middle-market private equity firm stood up proprietary origination it had never run in-house – 5 markets screened, 904 owners researched and 2,248 personalised emails sent, without a hire.
- 904
- owners researched
- 2,248
- emails sent
- ~330h
- work absorbed
PE-backed acquirers
The capacity of a bigger team, without the hires
A boutique advisory firm now runs five times as many buy-side searches at once – outreach, follow-up and reporting handled – without adding headcount.
- 5x
- searches at once
- 0
- added headcount
- Nonstop
- follow-up
Curious what your first agent would take off the desk?
We map where the hours go across your lifecycle and come back with a prioritized roadmap and clear scope for what to build first.