Mandate Platform

Your Deal Origination Depends on Luck, Not Process

While you're waiting for referrals, competitors with systematic deal origination infrastructure are already engaging with companies that match your exact mandate.

82%

Referral Dependency Rate

Most boutique investment banks lack the infrastructure to systematically target companies matching their mandates

86%

Marketing Failure Rate

Traditional marketing approaches fail to deliver qualified new clients matching your exact EBITDA and sector criteria

$16M+

Competitor Advantage

Annual transaction value being captured by investment banks with systematic deal origination while you wait for referrals

The Mandate Platform Advantage

Our deal origination infrastructure systematically identifies and engages acquisition targets matching your specific requirements.

Traditional Methods

Unpredictable Referrals

Inconsistent deal flow and quality of mandate opportunities

Failed Marketing Agencies

Generic approaches lacking investment banking expertise

High Cost Per Lead

$1,200+ per qualified lead with conventional paid media channels

Poor Mandate Alignment

Mandate opportunities fail to match your specific investment criteria

Result: Unreliable deal origination and limited scalability

Enterprise-Grade Infrastructure

100+ servers with dedicated domains for investment banking outreach

Tailored to Your Mandates

Precision targeting of companies meeting your investment criteria

Predictable Scaling Capability

Systematically fulfil mandates consistently enabling strategic growth

Speed & Cost Efficiency

10-25x more cost-effective than conventional paid media channels

Result: 1+ new client per month matching your criteria

Complete Infrastructure + Implementation

Mandate Platform provides the critical deal origination infrastructure and offers you a choice: work with our vetted implementation partners for end-to-end deal flow management, or launch campaigns in-house with our platform.

How It Works

Our enterprise deal origination infrastructure allows you to fulfill more mandates predictably through a proven process

1

Subscribe to Mandate Platform

Subscribe for $999/month to begin setup and access onboarding

2

Onboarding call to assess volume

We consult on volume required for your acquisition targets and prepare the infrastructure accordingly

3

Deploy the Infrastructure

We configure the custom infrastructure critical to successful deal origination that scales predictably

4

Launch and Scale Campaigns

Our implementation partners or your in-house team launch targeted outreach campaigns

Predictable, Systematic Results That Drive Mandate Fulfillment

The Mandate Platform delivers the consistent performance metrics that transform boutique investment banks from referral-dependent to systematically scalable. Enabling you to fulfill mandates on demand.

1%+

Positive Reply Rate

From strategically targeted prospects matching your mandates

30%

Meeting Booking Rate

Pre-qualified prospects with genuine sell-side interest

90%

Meeting Show Rate

Decision-makers and business owners attend meetings

20%

Deal Closure Rate

From initial meeting to signing engagement letters

*results may vary based on implementation partner

Expected ROI Calculator

See the potential impact of implementing systematic lead origination

Monthly Outreach Volume

5,000 25,000 50,000

Average Mandate Size ($MM)

$2MM $50MM $200MM

Your Fee Structure (%)

1% 2% 5%

7.5

Mandates fulfilled Per Month

Based on your outreach volume

$7.5M

Monthly Revenue Potential

Based on your fee structure

$90M

Annual Revenue Potential

From your new predictable deal flow

The Infrastructure Advantage Behind Today's Fastest-Growing Investment Banks

Leading boutique firms are building systematic deal origination capabilities as their competitive differentiator. Establishing predictable mandate flow that positions them as preferred execution partners for institutional investors while traditional firms remain constrained by referral networks.

Jonathan Reynolds

Managing Director, Summit Capital

"In the first 90 days, Mandate Platform helped us fulfil on 6 mandates with qualified opportunities that perfectly matched our investment criteria. We closed one $85M deal that we would not have discovered through our traditional channels."

★★★★★

Verified Client

Elizabeth Chen

Partner, BlueSky Investments

"After working with five different marketing agencies that failed to deliver, Mandate Platform created a predictable pipeline of acquisition opportunities. The ROI has been exceptional."

★★★★★

Verified Client

Marcus Williams

Founder, Momentum Capital

"We've grown from $6M to $18M in revenue in 8 months since implementing Mandate Platform. The infrastructure they've built gives us complete confidence in our ability to scale predictably."

★★★★★

Verified Client

Enterprise Infrastructure Pricing

Transparent pricing for predictable deal origination at any scale

Deal Origination Infrastructure built for Investment Banking

Finance-specific email infrastructure
Hundreds of enterprise-grade servers
Dedicated domains per campaign
Mandate-specific targeting
Scale up predictably
Implementation partner options

$999/mo

+ $0.09 per email sent

One-time deployment fee applies

Tailored to your expected monthly volume. We scope this together before deployment. No surprises.

Subscribe

Implementation Options

Choose how to operate the Mandate Platform infrastructure:

Certified Implementation Partners

Work with our vetted implementation partners who specialize in financial services outreach campaigns using the Mandate Platform infrastructure.

You'll be matched with an implementation partner during your onboarding call

In-House Management

Manage campaigns with your internal team using our deal origination infrastructure.

Comprehensive onboarding
Platform admin training
Strategy consultation
Ongoing technical support

Frequently Asked Questions

Common questions about our deal origination infrastructure

Turn your Deal Origination from Luck into a Reliable, Scalable Process

Go from unpredictable referrals to a systematic deal flow that delivers mandate opportunities consistently. Schedule a deployment call for consultation on how our investment banking specific infrastructure ensures reliable mandate fulfilment at any scale.

Book Deployment Call → Assess Deal Capacity

No long-term contracts • Scale up or down as needed • Results guaranteed

Scale Your Deal Origination Beyond Referrals For Your Mandates

Deal Origination Dashboard

Your Deal Origination Depends on Luck, Not Process

The Mandate Platform Advantage

Traditional Methods