Zenith · Financial Intelligence
The right introduction is worth more than any pitch deck.
A curated introduction service into Zenith's vetted network — family offices, PE funds, institutional investors, and enterprise decision-makers you cannot reach cold.
The right introduction is worth more than any pitch deck.
Who It's For
For founders, funds and BD leads who keep running into gatekeepers instead of decision-makers.
- Founder or BD lead, growth-stage business ($2M–$50M revenue)
- Targeting family offices, PE funds, institutional investors, or enterprise procurement
- Has tried reaching tier-1 investors independently and failed
- Has a credible business — just lacks the trusted relationship layer
- Funds or corporates entering the US market needing a trusted intermediary
- Growth-stage companies seeking PE or family-office growth partners
What We Hear
The exact words owners use.
On access
- "I've emailed the family office three times. Nothing."
- "I can't figure out who actually makes decisions at that firm."
- "I went to a networking event and met 200 people who can't help me."
- "My product is perfect for these investors — but I have zero contacts there."
On cold outreach
- "LinkedIn, cold email, events — nothing converts in this market."
- "I've been told 'send me your deck' and then radio silence five times."
- "Consultants say they know everyone. They know no one."
- "The gatekeepers are everywhere. I can't get past them."
On trust & culture
- "I'm pushing when I should be patient."
- "Every deal here takes twice as long. I don't know what I'm missing."
- "It's about who you know. I just don't know those people."
- "A local partner promised an intro to a family office. It never happened."
The moat
- "Every closed deal deepens our relationship with the counterpart."
- "Decision-makers pre-clear our intros because we only vouch for what we believe in."
- "We know which family office is actively looking for what — that information has no public source."
What You Get
Not networking. Curated, vouched access.
Zenith's name and relationship are on the line with every intro — which means every intro is pre-qualified on both sides.
01
Week 1 · Intake & Mapping
- 90-minute session to understand exactly who you need to meet
- Mapped against our live network: family offices, PE, institutional investors, corporate procurement
- Honest brief: which intros are achievable, which are not — no false promises
02
Week 2 · Preparation
- 1-page client brief for each intro (investor-facing, relationship-optimised)
- Conversation guide: how to behave, what to ask, what to avoid
- We vet the ask — if you're not ready, we say so before burning a relationship
03
Week 3+ · Intro Activation
- Warm email or WhatsApp from Lavine or a Zenith senior advisor
- Endorsement is explicit: 'I know them, I vouch for this conversation'
- Meetings typically scheduled within 5–7 business days
04
Ongoing · Post-Intro Support
- Debrief after each meeting: what happened, what's next
- Deal navigation — Transaction Advisory available if a term sheet emerges
- Relationship maintenance to keep momentum and prevent deals dying in follow-up
Pricing
Transparent structure.
| Structure | Amount | When paid |
|---|---|---|
| Monthly retainer | $3,000–$5,000/month | Upfront, monthly |
| Per-intro fee (standalone) | $2,500–$5,000/intro | On delivery |
| Success fee (optional) | 1–2% of deal closed | At close |
| Minimum engagement | 3 months retainer or 1 intro | — |
Example economics
- Retainer model: 5 clients × $4,000 = $20,000/mo recurring
- Plus success fees: 1–2 deals/quarter @ $3M avg = $30–60K
- Per-intro: 3 family office intros = $10,500
- One closes a $5M deal at 1.5% = $75,000 success fee
How to think about it
Volume is capped — minimum 2, maximum 5 qualified intros per month. Quality over quantity. Our reputation is the product.
Why Now
The market is moving.
Already operational with paying clients — not theoretical.
The US has thousands of single-family offices. The capital exists; the access gap is the product.
Acquisition School buyer pool: a curated, vetted network no competitor can replicate.
Lavine's track record: closed advisory transactions across multiple markets.
Trust precedes transaction. Every operator knows it.
Network compounds — the 10th year of this product is dramatically more valuable than the 1st.