Thesis
Investment fit
The sectors, business models and deal characteristics that belong in the campaign.
Private equity deal origination
Put an owner-calling motion behind the investment thesis.
Coseek turns the thesis into a callable market, reaches business owners directly, qualifies against the agreed criteria and sends the deal team the meeting with owner context.
Discuss the mandate01 / Market construction
Turn the thesis into a market the team can call.
Sector, geography, size, ownership, fragmentation, add-on logic and exclusions become a practical sourcing brief.
Target
Company evidence
Revenue, footprint, services, ownership signals and likely fit with the platform or mandate.
Owner
Direct path
Current owner-operators and the phone coverage required to reach them.
02 / Direct owner outreach
Add calling capacity without building another origination team.
A named Coseek rep works the target pool. The manager reviews the calls and the GTM engineer improves the market as owner feedback comes back.
Operating ownership
Coseek operates
01Target-account mapping
02Owner research and mobile coverage
03Direct calling
04Call review and rep management
05Qualification and meeting context
Mandate ownership
The deal team controls
01Investment thesis
02Hard exclusions
03Qualification boundary
04Diligence questions
05Meeting feedback and deal outcome
03 / Qualified handoff
The meeting arrives with the context behind it.
The deal team receives the owner, company fit, conversation notes, relevant qualification and the agreed purpose of the meeting.
Fit
Why the company belongs
The target evidence tied back to the acquisition criteria.
Owner
What the owner said
Interest, timing, context, questions and any stated constraints.
Meeting
What happens next
The attendees, time, invite and purpose of the conversation.
04 / Operating fit
The mandate has to be specific enough to call.
Direct owner outreach works when the target evidence is observable, the owner universe is large enough to support coverage and the deal team can continue qualified conversations.
Target evidence
Know what belongs
Translate the thesis into company, ownership, geography, size and operating evidence that can be applied consistently.
Owner universe
Enough market to cover
Build a finite target pool with a direct owner path and clear suppression rules before daily calling begins.
Deal-team capacity
Take the next conversation
The team owns relationship development, diligence, valuation, structure, negotiation and close after the handoff.
05 / Mandate routes
Choose the owner-calling motion closest to the mandate.
Each route uses the same direct owner-calling operation with different market evidence, ownership questions and deal-team context.
Review route
Off-market deal sourcing
Build an uncovered owner universe and reach owners before a broad process starts.
→Review routeLower-middle-market origination
Turn a fragmented market into observable company evidence and direct owner coverage.
→Review routeSearch fund deal sourcing
Move market construction and daily owner calling off the principal's calendar.
→06 / Deal-team questions
Questions buyers ask before owner outreach starts.
The practical questions created by the mandate, target universe, owner-calling motion and qualified handoff.
01Can Coseek work from a confidential thesis?
Yes. The campaign needs enough criteria to source and qualify correctly. Sensitive detail can be restricted to the people operating the campaign.
02Do you only call founder-owned companies?
The campaign can target founder-owned, family-owned, independent or other ownership profiles when the thesis calls for them.
03What counts as a qualified PE meeting?
The contact matches the agreed role, the company matches the agreed target criteria, a specific date and time are confirmed, and the calendar invite is sent.
04How do you avoid duplicating our existing outreach?
Coseek works from agreed suppression and ownership rules, then records the target, call outcome and next action in the operating workflow.
05Can you source add-ons for a portfolio company?
Yes. The campaign can be built around a platform's add-on thesis, with the sponsor or portfolio leadership setting the criteria and feedback loop.
Put one acquisition market under direct owner coverage.
We review the thesis, target universe, owner path, qualification and deal-team capacity, then define the first calling campaign.
Discuss the mandate