How we capture companies for your thesis

Add-on velocity needs a steady flow of thesis-fit, owner-willing companies — the band that does not clear a banker process. Those owners already exist: profitable regional SMEs with thin coverage, succession-ready founders, operators who never hire a sell-side process. The service’s job is to find them, contact them under your brand rules, and convert willingness into desk-ready packs.

We do not run: national spray advertising that names you without thesis filtering; scraped lists contacted before must/kill scoring; public “companies for sale” boards as the product; or any path that lets an agent send a pack to your desk without QC.

Every name is scored against the live thesis before contact. Hard rejects never enter a sequence. Owner willingness is confirmed via structured intake (or a documented call) before a pack is treated as desk-ready.

1. Universe from discover + enrich in the thesis geo × sector.
2. Score with live version; rank pass set; suppress conflict-list hits.
3. Sequences drafted under brand rules; human approval on wave copy before scale.
4. Replies route to intake or call; unwilling or misfit → polite close, logged.
5. Owner-willing → intake chase → packwright → analyst QC → your desk.

Spanish is the default for ES owner copy unless you specify otherwise. Naming you in the first touch is a brand-rule setting, not a product default.

We measure reply rate, call rate, and conversion to QC pack — not emails sent. Replies with zero thesis-fit owners is a list or thesis problem, not a “send more” problem.

1. Touch logged (outbound sequence id).
2. Owner willingness recorded.
3. Intake ref issued; structured fields + document checklist.
4. Chase playbook for missing items.
5. Packwright draft with citations when completeness threshold met.
6. Analyst QC → your desk or return with reasons.

Days-to-pack from first willingness is an operating KPI. Same hard gates every time: owner intent · analyst QC · your IC.

• Partner naming in first touch off unless brand rules say on.
• No implication that IC has pre-approved any company.
• No public listing of targets.
• Owner personal data purpose-limited to evaluating fit for the thesis corridor.
• Kill switch pauses outbound the same day.

1. Days 1–14 — Corridor map; conflict list ingested; brand rules; first universe slice.
2. Days 15–45 — Outbound wave 1 on pass-set; first intake refs; chase cadence.
3. Days 46–75 — Steady outbound; QC packs; weekly capture readout.
4. Days 76–90 — Measure path quality; tighten thesis or sequences; decide next geos or sectors.

When pack quality and cycle time clear your bar, capture expands by publishing another thesis corridor or lane — not by opening a public marketplace.

Operating detail: blueprint S2D-BP-01. Offer: S2D-PP-01. Contract: S2D-OA-01.