Insights
Field notes on origination.
Working notes from the people who run the engine: how a thesis becomes machine-readable targeting, why deliverability is the hidden floor under every outbound number, and the line between work AI can scale and work an experienced operator has to own. Shared with our parent, Danish Lead Co.
What we are writing about
Working notes drawn from the questions PE firms, M&A advisors, and boutique banks ask us most. The first pieces are below, with more added as we publish. For short, direct answers to common origination questions, see our answers library.
Sourcing vs auctions
Auctioned deals are priced. Sourced deals are won.
By the time a business reaches an auction, the price is the deal. Origination is the only lever left. How PE firms and advisors win on access and relationship instead of on the last turn of leverage.
Read the piece →AI and operators
The honest version of AI in deal sourcing
What our AI actually is, and is not: 16+ databases plus custom scraping, 0-100 thesis-fit scoring on 50+ signals, trigger detection, and agentic outreach checked by operators. AI does the work that scales; operators do the work that matters.
Read the piece →Trigger detection
What actually signals a founder is ready to sell
Ownership, succession, hiring, funding, and growth signals tell you who is worth a conversation now. Why you cannot find readiness in a database, and why volume plus relationship is what makes you the known name when an owner is finally ready.
Read the piece →More pieces are added as we publish. In the meantime, the answers library covers the recurring questions in short form.
Listen instead
The Revenue Equation
Longer conversations on deal sourcing, outbound, and building origination as infrastructure, with operators and the people who run real mandates. Shared with Danish Lead Co.
Have a thesis you want covered?
Thirty minutes on your mandate, your current origination coverage, and the conversations this system would open in your market. If we are not confident it fits, we will say so.
Confidential, and handled by the team that would run your mandate. Or read how the engine works first.