Studio Setups
In high-stakes brokerage and advisory, your network is your asset class. We build a bespoke "matchmaker architecture" that handles complex, multi-party deal flow—removing the reputation risk of "double-handling" and ensuring no high-value introduction ever leaks.
Best For: M&A Advisory Financial Brokers Private Consulting
The Matchmaker Brain
Stop searching and start matching. Build custom "Mandate Engines" within Attio that automatically cross-reference buyer criteria against your seller database, highlighting the strongest potential deals the moment a new asset or lead enters your ecosystem.
Deep Segment Logic
Intermediaries need more than just names; they need nuanced data. We design in-depth sorting frameworks for both sides of the deal, allowing you to sift through thousands of contacts by industry, liquid capital, or specific acquisition appetite in seconds.
Bespoke Network IP
Your firm’s value lies in its connections, not just its transactions. This setup prevents "Network Decay" by tracking every touchpoint and introduction, ensuring that the collective intelligence of your team is captured and protected as a long-term commercial asset.
Deal Orchestration
Managing the "Three (or more)-Party" dance requires a flexible architecture. We build the pipelines that carry you from initial intro and NDA through to the final close, automating the "Admin Drag" so you can focus on the high-level negotiation rather than the paperwork.
