Pipeline

Research to retainer

Every live mandate on one board. Advance a card as the conversation moves.

£91k

Open / mo

£11k

Retained / mo

Research2

Vellum Publishing52

Hugh Vellum · Chair

Confirm the mandate is live

£6.5k/mo

Aldermarsh Holdings48

Fiona Alder · Principal

Qualify against ideal client profile

£6k/mo

Qualified2

Caldera Energy71

Rachel Okoro · Operating Partner

Commission research brief

£8k/mo

Peregrine Aerospace63

Claire Denton · Chief Executive

Map decision makers

£7.5k/mo

Briefed2

Kessler Chemicals84

Ben Marsh · Operating Partner

Approve outreach to Ben Marsh

£10.5k/mo

Trentham Foods68

Ray Trentham · Founder

Draft approach to Ray Trentham

£7k/mo

Outreach1

Stanmore Logistics76

Nadia Rahman · Value Creation Partner

Follow-up scheduled to Nadia Rahman

£9k/mo

In conversation2

Meridian Care Partners82

Priya Nandra · Chief Executive

Priya replied — propose two call slots

£8.5k/mo

Northlight Software74

Dan Whitfield · Founder & CEO

Dan asked for a call next week

£6.5k/mo

Discovery call1

Harwell Industrial Group88

Eleanor Voss · Operating Partner

Discovery call Thursday with Eleanor Voss

£9.5k/mo

Proposal1

Brookmoor Retail91

Geoffrey Brook · Founder & Chair

Retainer proposal with Geoffrey Brook under review

£12k/mo

Retainer1

Ashcombe Family Office95

Sir Alan Ashcombe · Principal

Onboarded — first shortlist in progress

£11k/mo