Origination and distribution at volume
Brokerage throughput is limited by how many opportunities a team can put in front of the right counterparties, and how reliably it follows up. Most of that work is drafting, list-building, and record-keeping — which is exactly the work that automates well.
Each of these is scoped as its own workflow. Most engagements start with one and extend from there.
Manual today
Each teaser is written by hand from the underlying information memorandum and financials, anonymised manually, then reformatted for every recipient group.
What we build
Drafts generated from source documents against your house template, with anonymisation rules applied consistently and a partner review gate before anything is released.
Manual today
Counterparty lists assembled by hand for every mandate, each approach personalised individually, and no reliable record of who received what.
What we build
Lists assembled from your CRM and external sources, personalised against the specific opportunity, with scheduling, suppression rules, and a complete send record.
Manual today
Chasing non-responders from memory, inconsistent cadence across the team, and interest going cold because the second touch never happened.
What we build
Sequenced follow-ups keyed to recipient behaviour, drafted replies to routine questions, and escalation to a person at the point where genuine interest appears.
Manual today
CRM accuracy decays because updating it is nobody’s priority after a call, so the pipeline view the partners rely on is quietly wrong.
What we build
Agents write back to the CRM from email, calendar, and call notes, keeping records current without analysts doing data entry.
Recurring manual work we see across firms like yours. Not every one of these will apply — establishing which do, and which are worth automating first, is what the Operating Diagnostic is for.
Three to four weeks to establish where the leverage actually sits in your workflow, and what is worth building first. You keep the assessment either way.
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