BUY-SIDE EXCLUSIVEWe never run sell-side processesMID-MARKET$25M–$250M enterprise valueCOVERAGEIndustrial · distribution · B2B SaaS · tech-enabled servicesFIRST ARTIFACTReviewable in 30 minutesSENIOR-LEDSame team pitches and ships the workNDA-FIRSTMutual NDA before any data exchangeSOURCE-LINKEDEvery claim has a citationENGAGEMENTMandate retainer · per-deal · post-closeBUY-SIDE EXCLUSIVEWe never run sell-side processesMID-MARKET$25M–$250M enterprise valueCOVERAGEIndustrial · distribution · B2B SaaS · tech-enabled servicesFIRST ARTIFACTReviewable in 30 minutesSENIOR-LEDSame team pitches and ships the workNDA-FIRSTMutual NDA before any data exchangeSOURCE-LINKEDEvery claim has a citationENGAGEMENTMandate retainer · per-deal · post-close
Trust posture
Built for
institutional review.
We operate inside the buyer's regulatory perimeter. Controls map cleanly to the standards your LPs and auditors already work under.
Trust posture
Built so the buyer's compliance team doesn't have to qualify us.
We operate inside the buyer's regulatory perimeter, not adjacent to it.
NDA-first
Counterparty privilege preserved
Mutual NDA before any data exchange. Workstream access maps explicitly to engagement scope.
Mandate isolation
No cross-mandate data flow
Each engagement runs in its own isolated workspace. Findings, embeddings, and artifacts never cross mandates.
Audit-ready
Workpapers your auditor can pick up
Tie-out logs, source citations, and version history are produced as standard artifacts, not on request.
Confidentiality
Data stays where it belongs
Encrypted in transit and at rest. We do not train on client data. Material is purged on engagement close.
Bring us into the next mandate
Register a pilot, or open a 30-minute conversation.
We respond within one business day. If we are not the right fit for the thesis, we will say so on the first call.