Appointment Stack
Appointment Stack
We help Investment Banks and Capital Raising Firms close 3X more Deals
White-Glove Deal Origination Services. Pre-Qualified Meetings. Deal-Ready Prospects.
We help Investment Banks and Capital Raising Firms close 3X more Deals
White-Glove Deal Origination Services. Pre-Qualified Meetings. Deal-Ready Prospects.
You have
world-class
services, But…
The leads are inconsistent, referrals have slowed and your marketing team can’t do more than make things look pretty. Then there’s Cold calls, LinkedIn, Upwork, Instagram, YouTube, SEO, ETC. What to do?
That's where we come in!
We book you meetings with your ideal clients. You tell us the type of clients you want. We find them no matter where they are in the world, we tell them how your solution can solve their problems and we lock in meetings with those who are interested and qualified. All that left for your team to do is close.
That's where we come in!
We book you meetings with your ideal clients. You tell us the type of clients you want. We find them no matter where they are in the world, we tell them how your solution can solve their problems and we lock in meetings with those who are interested and qualified. All that left for your team to do is close.
About Us
Our Story
At the intersection of capital and opportunity, we exist to help investment banks, M&A advisors, and capital raising firms secure consistent, high-quality deal flow, without relying on unpredictable networks or outdated sourcing methods.
Founded by Alex Ely, a seasoned M&A entrepreneur who has personally sourced and structured hundreds of millions of dollars in deal flow for his own leveraged buyout initiatives, our firm was built on firsthand insight: the biggest bottleneck in corporate finance isn't capital - it's consistently identifying qualified opportunities.
That’s where our White Glove Deal Origination service comes in.
We do the sourcing, the research, the filtering and deliver pre-screened, criteria-matching meetings with decision makers, straight to your calendar. No fluff. No admin. Just qualified, deal-ready conversations delivered on a silver platter.
We’re not in the business of leads. We’re in the business of real, strategic introductions that close.
About Us
Our Story
At the intersection of capital and opportunity, we exist to help investment banks, M&A advisors, and capital raising firms secure consistent, high-quality deal flow, without relying on unpredictable networks or outdated sourcing methods.
Founded by Alex Ely, a seasoned M&A entrepreneur who has personally sourced and structured hundreds of millions of dollars in deal flow for his own leveraged buyout initiatives, our firm was built on firsthand insight: the biggest bottleneck in corporate finance isn't capital - it's consistently identifying qualified opportunities.
That’s where our White Glove Deal Origination service comes in.
We do the sourcing, the research, the filtering and deliver pre-screened, criteria-matching meetings with decision makers, straight to your calendar. No fluff. No admin. Just qualified, deal-ready conversations delivered on a silver platter.
We’re not in the business of leads. We’re in the business of real, strategic introductions that close.
Key Services
Why Us!
High-Intent Prospects
We find and qualify high quality prospects actively looking for an investment or exit.
Consistent Deal Flow
Our solution provides a steady stream of meetings with capital worthy businesses month after month.
High-Intent Prospects
We find and qualify high quality prospects actively looking for an investment or exit.
Consistent Deal Flow
Our solution provides a steady stream of meetings with motivated sellers month after month.
Quick Execution
We are able to build an enriched data base filled with 1000's of target companies within a week.
AI Powered Data Base
We build high-tech AI solutions that effectively analyze and identify companies that match your ICP.
Quick Execution
We are able to build an enriched data base filled with 1000's of target companies within a week.
AI Powered Data Base
We build you a high-tech AI data base that you can use to generate insights.
White-Glove Services
We can handle everything from lead sourcing to appointment booking, so you can focus on closing, not chasing.
Global Reach
We find qualified prospects anywhere in the world, from your local market to Silicon Valley.
Done For You Services
We can handle everything from lead sourcing to appointment booking, so you can focus on closing, not chasing.
Global Reach
We find qualified prospects anywhere in the world, from your local market to Silicon Valley.
Key Services
Why Us!
High-Intent Prospects
We find and qualify high quality prospects actively looking for an investment or exit.
Consistent Deal Flow
Our solution provides a steady stream of meetings with capital worthy businesses month after month.
High-Intent Prospects
We find and qualify high quality prospects actively looking for an investment or exit.
Consistent Deal Flow
Our solution provides a steady stream of meetings with capital worthy businesses month after month.
Quick Execution
We are able to build an enriched data base filled with 1000's of target companies within a week.
AI Powered Data Base
We build high-tech AI solutions that effectively analyze and identify companies that match your ICP.
Quick Execution
We are able to build an enriched data base filled with 1000's of target companies within a week.
AI Powered Data Base
We build high-tech AI solutions that effectively analyze and identify companies that match your ICP.
White-Glove Services
We can handle everything from lead sourcing to appointment booking, so you can focus on closing, not chasing.
Global Reach
We find qualified prospects anywhere in the world, from your local market to Silicon Valley.
White-Glove Services
We can handle everything from lead sourcing to appointment booking, so you can focus on closing, not chasing.
Global Reach
We find qualified prospects anywhere in the world, from your local market to Silicon Valley.
Case Studies
How we got HelpCare Ai 4 dream healthcare clients for their high-ticket software solutions
HelpCare Ai delivers advanced, custom AI solutions to improve patient care and streamline operations in the healthcare industry. With a high-ticket, enterprise-grade offering, they needed a way to connect with the right decision-makers. We partnered with them to launch a personalized outbound strategy and helped them
secure 4 high-value healthcare clients.
How we got Fabulingua 5 major clients in 48 days
Fabulingua is an educational platform that teaches languages to kids through interactive storytelling. They partnered with us to accelerate client acquisition and move beyond slow, ad-based growth. In just 48 days, our meetings booked meetings that led to 5 education centers signing up adding hundreds of new users each.
How we got Hippocratic Ai 2 new healthcare partners in 60 days
Hippocratic Ai is a healthcare tech company that builds AI solutions to help hospitals improve patient care. They partnered with us to move beyond slow inbound efforts and connect directly with the right decision-makers. In just 60 days, we helped them close $35,000 in new business through our proprietary system that got them directly in front of decision makers.
