Case study · Practice Group
Six mandates, four acquirers, one platform
Practice Group runs acquisition mandates on behalf of buyers. Running several at once is where spreadsheets stop being merely annoying and start losing deals.
The problem with running several
A firm that is wrong for one buyer is often right for another. Kept in separate spreadsheets, that means the same practice gets researched three times, approached twice by people who do not know about each other, and passed over for a reason nobody wrote down.
- One universe, scored separately against every mandate
- A firm can be tier A for one buyer and excluded for another, with both reasons recorded
- Suppression is global — ask us to stop and every mandate stops
- Each acquirer sees only their own deals, in their own portal
The contact-data problem, measured
The single thing that governs how much outreach is possible is how many firms you can actually reach.
254 → 771
Verified email addresses, after crawling the universe and proving each site belonged to the firm before believing anything on it.
440 → 1,316
Firms whose website is proved — the firm's own name plus its postcode or town on the page, not a name that happened to rank.
255 → 625
Tier A and B deals that can actually be written to. That number, not the size of the universe, is what caps a campaign.
What it replaced
Origination in a spreadsheet, outreach in a mailbox, letters in a documents folder, and the state of any given conversation in whoever's head last spoke to the firm. The platform is not faster at any one of those. It is that there is no longer a handover between them.
Where it stands
Six mandates live, first outreach wave sent, nothing completed yet. The claim here is about how the work is run rather than about a track record of exits, and we would rather say that than dress a pipeline up as a result.
See it on your own mandate
The most useful demo is against a real brief — what you are buying, where, and at what size. You will see your own long list, not a demo account.
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