Transparent Financial Advisors

We build a custom off-market deal sourcing process, that you own.

Learn How

Our Process

Build
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Construction

Build the tech infrastructure.

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Automation

Integrate the tech stack.

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Optimization

Ongoing testing and monitoring.

Operate
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Lead generation

Locate leads.

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Enrichment

Get contact details.

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Qualification

Keep conversations relevant.

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Deployment

Craft personalized messages with AI.

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Triage

We reduce the administrative noise; you only see interested parties.

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Construction

Build the tech infrastructure.

Automation

Integrate the tech stack.

Optimization

Ongoing testing and monitoring.
Operate
Image

Lead generation

Locate leads.

Enrichment

Get contact details.

Qualification

Keep conversations relevant.

Deployment

Craft personalized messages with AI.

Triage

We reduce the administrative noise; you only see interested parties.
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What we do

200+

Emails sent daily

$0.00

In transaction fees

10x

Leads, meetings & deals

Frequently Asked Questions

Onboarding is painless as we build and operate the infrastructure. Therefore, it’s as simple as a workflow meeting where we discuss how you would like the process to flow, then we build it. We can be up and running in as little as two weeks.
No, this is a hybrid model. We build and operate the tech, but the vision is ultimately yours. We work alongside your team every step of the way to ensure the outreach is indistinguishable from you doing it yourself.
No, our process is a support system that can be bolted on alongside your current processes to further enhance them. Think of us as a new tool in your toolbelt, no need to buy a new belt.
Our core value-add is in reducing your time commitment. We absorb the operational and administrative burden a direct outreach platform inherently brings. So, our pricing structure is an ongoing retainer for labor + limited product fees for the systems you will own. We don’t charge success fees on new business we generate in tandem.
An ongoing weekly 15-minute meeting with someone from your team so we may ensure the direct outreach remains on task and on target.
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