Prepared for BlackRose Group

Origination,
quietly engineered.

You said the one thing you need is cold inbound. So that is the only thing this builds. An engine that finds profitable owners inside your bands, reaches them the day the signal lands, and puts the ones who will talk on your calendar. You cover what it costs to run. We are paid only when a seller signs and you collect.

Send five names from your market. We run the sourcing against them and show you what comes back, before any money moves.

Scroll
What you told us

We built it around
your own words.

"What we really need help with is cold leads inbound."

Matthew Griffin

"If the agentic flow you've built is competitive, you guys could be making money with us next week."

Matthew Griffin
The engine, assembling

Five layers.
One motion.

The mandate, as we heard it

Owner-run, profitable, two to twenty million a year in profit. Industrials, manufacturing, maintenance, critical infrastructure and HR services first. Geography as you set it. Correct any line and the engine is built to the corrected one.

01

Source

Profitable owner-run businesses inside your EBITDA band and your sectors, scored before anyone is contacted.

02

Qualify

Ownership, earnings range, industry and decision authority. Your gates, applied before a call is placed.

03

Approach

The day the signal lands, on the one subject most owners have never said out loud. Handled gently, or not at all.

04

Introduce

The ones who will talk arrive on your calendar with the recording and the notes already attached.

05

Sign

Your principal does what your principal is good at. This is the only step we are ever paid on.

How it actually runs

Three channels.
One qualification.

Email, call and SMS work the same owner from different angles, and every one of them lands back at the same gate. Nothing reaches your calendar that has not passed it. A signal is a dated change on the ownership side, a tenure or age band crossed, or no named successor, not a list rotation.

How the engine runs, end to end A signal is enriched, then worked by email, call and SMS, which all converge on one qualification gate before a meeting reaches your calendar. Only the final two steps, signed and earned, pay us. The whole motion, end to end SignalOWNERSHIP + SUCCESSION EnrichOWNER + NUMBER EmailWARMED DOMAINS CallSAME DAY, GENTLE SMSSCRUBBED, OPT OUT QualifyYOUR FOUR GATES CalendarWITH RECORDING SignedWE ARE PAID EarnedWE ARE PAID How the engine runs, end to end A signal is enriched, then worked by email, call and SMS, which all converge on one qualification gate before a meeting reaches your calendar. Only the final two steps, signed and earned, pay us. The whole motion, end to end SignalOWNERSHIP + SUCCESSION EnrichOWNER + NUMBER EmailWARMED CallSAME DAY SMSSCRUBBED QualifyYOUR FOUR GATES CalendarWITH RECORDING SignedWE ARE PAID EarnedWE ARE PAID

Everything before the two rose boxes is work. Only the two rose boxes pay us.

What the owner actually sees

Written for
one owner at a time.

Illustrative, not a screenshot. The copy below is the real sequence we would send, shown on the devices an owner would see it on. The names are invented, because yours do not exist yet. An owner who has been pitched by twenty brokers can tell the difference in one sentence, so there is no hype, no valuation bait, and an exit offered in the first message.

(512) 555 · 0134Text message
Morning Ray, this is Anna, BlackRose’s AI assistant. We are an M&A firm in Austin and we work with owners in industrial services. Reply STOP and I am gone for good.Tue 9:14
The one question I had: when you do step back from the business, do you have a plan for who takes it on?Tue 9:14
Honestly no. My son isn't interested. Why?Tue 11:02
That is the most common answer I get, and it is usually the one that costs the most later. Would a fifteen minute call with our principal be a terrible idea? He will tell you what a buyer would actually look at, before you ever have to decide anything.Tue 11:04
Sure. Thursday afternoon works.Tue 11:31
Delivered · scrubbed against DNC and litigator lists before send
SMS, illustrative. Opt out offered in the first line, before the ask. Sent only to numbers that cleared the scrub.
mail · inbox
Anna · origination desk, BlackRose Group
Thu 8:05 AM
One question about the business

Ray,

I work the origination desk for BlackRose Group, as the firm’s AI assistant, a boutique M&A firm in Austin. We represent owners of profitable industrial and infrastructure businesses when they decide to sell.

I am writing because most owners we meet have no plan for what happens to the business when they step back, and the ones who do end up with materially better outcomes. If you already have that mapped, ignore this and I will not write again.

If you do not, a fifteen minute call with one of our principals will tell you what a buyer would ask of the business and how long the runway usually is. Nothing goes to market without your say.

Worth a short conversation?

Anna · origination desk, BlackRose Group
Anna is an AI assistant. A reply reaches a person at the firm. Reply REMOVE and you will never hear from us again.
Reply with the word REMOVE and you will never hear from us again.
Email, illustrative. A different owner, two days later. One channel opens, the others follow only if it goes quiet, which is the opposite of a blast. Sent from separate warmed domains registered in BlackRose’s name, so your primary domain’s reputation is not the one being spent.
What you see

Your desk,
every morning.

Illustrative, not live data. This is the spec of what you would be looking at, not a screenshot of a running account. Every owner, business and number below is invented. What is real is the structure: what gets captured, and what you can audit later.

desk.blackrosegrp.com
BLACKROSE
PipelineConversationsRecordingsSignedSourcesTeam
Pipeline
Sample view · month one, nothing signed yet
1,000
owners reached
38
conversations
9
on the calendar
0
signed
OwnerBusinessEBITDAStageLast touch
Owner A, sampleSample Holdings$4.2MBooked WedCall · 14:02
Owner B, sampleSample Mechanical$6.8MBooked ThuCall · 09:41
Owner C, sampleSample Fabrication$3.1MBooked FriCall · 06:12
Owner D, sampleSample Facility Svcs$11.4MIn conversationEmail · replied
Owner E, sampleSample Controls$2.6MIn conversationSMS · replied
Every row is auditable. First contact, channel, timestamp and the artifact, the recording for a call or the thread for an email or SMS, are stored against the owner, which is also exactly how we prove whether a deal was engine sourced.
The working

How the numbers
were arrived at.

You have a development background, so here is the working rather than a summary of it. The four windows below are real: the volumes are what a month actually covers, the trace numbers came out of tracing your own logo for this page, and the compliance list is what gets bought before a dial. The invented things on this page are the two message mockups and the desk, each labelled as such.

Cost model · what a month covers
# at 1,000 owners, from month two enriched owners 1,000 connected minutes 1,500 sms segments 1,500 ownership + succession feeds email stack, domains, inboxes dedicated server + DIDs recordings + transcripts, stored compliance, in the window below -> $7,500 a month, from month two 2,500 owners ~ $9,000 5,000 owners ~ $11,000 projections, not a commitment # cost per meeting is a divide, not # a forecast. if 2 in 100 owners take # a meeting, an assumption we have # not measured, the divide per tier is 1,000 owners / 20 mtgs $375 2,500 owners / 50 mtgs $180 5,000 owners / 100 mtgs $110 -> our fee on each of those is $0
Buildout · two tranches
# stood up, and thirty days live BUILDOUT, ALL IN 16,000 60% at signing 9,600 40% at the live gate 6,400 no separate month one invoice # day 5: the gate, on a live screen 100 sourced owners, in your bands one connected call, end to end the log entry behind that call the scrub receipt, every record -> short of all four by day 5? the second tranche does not move -> tranche two clears: live in 72h, then thirty days running
Your mark, traced
# the rose on this page is yours, not ours source rose-gold.png 394x394 alpha opaque 25.6% midtone edge 1.5% alpha 64..192 contours found 13 points kept 271 after RDP e=1.1 -> traced to vector, drawn as an engraving, then used as the mask the ink shows through
Compliance, before a single dial
# non negotiable, inside the monthly DNC + litigator scrub every record line type validation before dial A2P 10DLC brand registered sending domains separate inbox warmup 21 days opt out honoured immediately AI voice disclosed in the opener persona and sign-off you approve complaints stop list, logged # consent basis and who carries what # are written into the agreement -> your primary domain never sends, so its reputation is not spent
Proof of work

The build log,
defects included.

You are being asked to release a first tranche before anything is running, so here is how the thing in front of you was actually built. These are counts we can produce on request, out of the build log for this page, not a description of them. Every defect below was found by us, on our own work, before you ever saw it.

20
Deploys, each verified live
29h
Elapsed, 30 Aug to 1 Sep, MDT
271
Points kept from your mark
4
Defects found and fixed, 1 review discarded
30 Aug · 19:15
The page did not exist.Your mark was a flat PNG. It was traced to vector, redrawn as an engraving, and became the shape the ink shows through. Thirteen contours, 271 points kept. The working is in the window above.
30 Aug · 21:15
A microphone failure leaked audio contexts.In the voice demo below, a denied microphone reset the button but never tore the audio context down. Enough refusals and playback dies with no error. One line, but it would have failed silently in front of you.Found and fixed
31 Aug · 16:17
The pricing table had no phone rule.The amount column refused to wrap, so on a phone the copy beside it was crushed to a seven character ribbon and ran off the edge. Caught by measuring a 390px viewport.Found and fixed
1 Sep · 00:18
One of the reviewers made its findings up.Three independent reviews were run on this page. One returned confident line numbers for stylesheet rules that do not exist in the file. It was caught by checking every claim against the real source before acting on any of it.Caught, discarded
1 Sep · 00:20
Every heading on this page was invisible.Twelve of them at the time. The animation library stores a pixel offset and a percentage offset separately, so animating the percentage to zero left the pixel offset untouched and each heading stayed hidden inside its own mask. The page rendered as a stack of empty gaps. Root caused, fixed, and a sweep now forces anything still hidden into place so this class of failure cannot blank a page again.Found and fixed
1 Sep · 00:22
The rose ran 202 pixels off the screen.Measured. At a common laptop width the mark was cut off, on a tablet it spanned the full width behind the text, and the phone mockup sat off the grid everything else shares. A logo that is clipped does not read as a bleed, it reads as broken.Found and fixed

This is the same discipline that will run your desk: measure it, do not assume it, and report the defect before the client finds it.

The terms

You cover the engine.
Paid after you are.

There is no fee per meeting, per lead, per dial or per minute. We do not want our share tied to activity, because activity is easy to manufacture and you have been sold it before. Two events pay us, and money reaches your account first in both.

$16,000buildout, all in

Build it, and run the first month on it. Engine to your ICP, disqualify logic, dashboard and back office, telephony and caller ID in your name, compliance registration, and thirty days live. Split 60 / 40 against a live gate. Five days from signing to the gate, 72 hours from the second tranche to fully live, then thirty days running, all inside this number. None of it buys our time. The build hours, the working models and the IP behind them are what we put in, and they are not on your invoice.

$7,500per month, from month two

Run it. Month one is already paid for inside the buildout. From month two, $7,500 covers up to 1,000 enriched owners a month. The rungs above it are projections, not a commitment: $9,000 at 2,500, $11,000 at 5,000. You set the volume and we move with it, up or down, in writing, month to month. Nothing escalates on its own and there is no minimum term. Thirty days notice either way, and an owner mid-conversation on the day notice lands is finished properly, never dropped.

10%of the engagement fee

A seller we sourced signs with you. Ten percent of the engagement fee only, payable when you collect it. Nothing is owed on a meeting or a proposal. If a mandate is signed and the engagement fee clears, that share stands whatever happens next. The success share is owed only if the deal closes.

10%of the success fee

The deal closes and you earn your success fee. Ten percent of that fee, payable when you collect it. Two separate bases, never twenty percent of one pool. If a year of conversations produces no signed mandate, we have earned nothing here.

$0per meeting

Not one dollar for activity. Every other channel in your inbox is paid most for sending the most meetings. We are paid nothing until one of them signs.

The 60 / 40, and what sits between them

The rest moves
after you have seen it.

$9,600 at signing, and the clock startsSixty percent. It buys the engine itself: your ICP encoded, the ownership and succession feeds wired, disqualify logic, the dashboard and back office, the voice trained on your pitch, and compliance registration filed. Delivered to the gate within five days. This is the tranche the third-party purchases come out of.
Day 5: the gate, on a live screenWithin five days of signing we run it in front of you against your real market. It passes when four things are on the screen: at least 100 sourced owners inside the bands you signed off, one connected call with one of those owners that you can listen to end to end, the log entry behind that call with timestamp and channel, and the scrub receipt for every record dialled. Anything short of all four and the second tranche does not move. We get one 72 hour cure. If it still fails, you keep everything built, the numbers, the domains and every record, and we walk away from the second tranche.
$6,400 when the gate passes, live in 72 hoursForty percent, released only after you have watched it work. Within 72 hours of it clearing, the remaining channels, caller ID reputation and the desk are live in full, and the thirty days of running start that day. There is no separate month-one invoice, because it is already inside this number.
Then $7,500 a monthFrom month two, and only from month two. Month one is the thirty days after the second tranche clears. Month two is invoiced on day 31, in advance, and every month after it the same way. Volume is set in writing before each invoice, never a tier you are locked into. The projections above are how we expect it to move, not what you are signing.
Day 0Sign. $9,600 clears.
Day 5The gate, on a live screen.
+72 h$6,400 clears. Fully live.
30 daysRunning, inside the buildout.
Day 31$7,500 a month begins.
Before you weigh the ten and ten

What each side
puts in.

Your side
$16,000
in two tranches, gated

Real money out the door before a single owner is called. It buys the data, the carriers, the infrastructure and thirty days live, and the engine as built for you is yours at the end of it. It does not buy an hour of our time. One signed mandate returns the whole thing many times over.

Our side
$10,000
around 100 hours, billed to nobody

The engine, the ICP logic, the voice, the dashboard, the compliance plumbing. Roughly a hundred hours at a hundred an hour, our estimate. The buildout buys the data and the infrastructure, never our time. The hours, the working models we already own and the experience behind them are what we invest beside your cash. They sit on top, uninvoiced, and we do not get them back on the monthly or on a deal that dies.

Neither of us is paid for effort. You risk cash, we risk the build, and both are made whole at the same moment.

Three ways to get the same conversation

Rent it, hire it,
or own it.

You are already buying seller conversations. The question is not whether to spend, it is what you hold at the end of the spending. Below is the arithmetic on all three, with the assumptions written out so you can change them and watch the answer move.

What you do today
$250
per qualified meeting, all in
  • Paid per meeting, so the incentive is volume of meetings, not quality of seller.
  • The vendor holds the source. The same owner can be sold to the firm across the street.
  • Stops the day you stop paying. Nothing accrues.
You own nothing.Twelve months of spend leaves you with a calendar history and no asset.
Hire it and do it by hand
$5,600
per month, one caller, loaded
  • Roughly 1,400 dial attempts a month at 65 to 70 a day, one channel, business hours only.
  • One conversation at a time, and no recording or log unless you buy that too.
  • Ramp is six to ten weeks. When they leave, the ramp starts again from zero.
You own the person, until you don’t.Salary, tax and tooling. The knowledge walks out with them.
Own the engine
$7,500
per month, from month two
  • 1,000 enriched owners worked across voice, SMS and email. Roughly 3,000 touches a month.
  • Every call recorded, transcribed and logged against the owner. That log is what settles any argument later.
  • Reaches them the day the signal lands.
You own the engine as built for you.The ICP logic, every enriched record and transcript, the recordings, the numbers and the sending domains stay yours if we part ways. The working models underneath are ours, brought in, not sold, and licensed to you for as long as the instance runs.

Where the vendor wins. On pure cash in year one, a per-meeting vendor can come out cheaper if your volume stays low. What it cannot do is leave you owning anything, and it is paid most for sending you the most meetings. We are paid nothing per meeting and ten percent only when a seller signs and you collect.

If you start now

Three months.
Six. Twelve.

Not a forecast of how many sign. This is what is arithmetically true at each mark for the volume you are buying, and what it has cost to get there.

03Months
Owners worked3,000
Touches placed9,000
Cash out, cumulative$31,000
06Months
Owners worked6,000
Touches placed18,000
Cash out, cumulative$53,500
12Months
Owners worked12,000
Touches placed36,000
Cash out, cumulative$98,500

Twelve months of one hired caller is about $67,000 for roughly 16,800 dial attempts on a single channel, and you own nothing at the end of it. The same year on the engine is $98,500 for roughly 36,000 touches on three channels, every one recorded, and the engine as built for you, the data and the numbers are yours. On cash alone the engine costs $1,900 a month more than the caller from month two, and about $31,500 more over the year. What that buys is three channels instead of one, about 1,000 owners a month worked instead of about 1,400 dial attempts, every touch logged, and an asset that is still yours when the year ends.

Assumptions, stated so you can argue with them. Caller loaded cost is salary plus payroll tax, benefits and tooling. Dial rate is 65 to 70 attempts a day over 21 working days. Engine figures are the 1,000 owner tier held flat for twelve months, three touches per owner, and the $16,000 buildout in month one. Volume assumes a national mandate. A single-state mandate at these bands is a few thousand owners in total, and the monthly is set to what the feed surfaces, not to 1,000. Change any input and we will rerun it in front of you before you sign anything.

So nobody argues later

What counts as
engine sourced.

Sourced means one specific thingThe first contact came from the engine, evidenced by a timestamped entry in the log showing the channel and the artifact: the recording for a call, the thread for an email or SMS. No log entry, no claim. That log is the only thing either of us argues from.
Your book, snapshotted at signingOn day one you give us every owner you hold a signed letter with, plus any owner with a dated conversation on your CRM, matched on the business and the owner. It is frozen and dated and excluded for the term and the tail. Referrals into the firm, repeat clients, and anyone who reaches you through Ken’s planning book or your buyer network are excluded whenever they arrive, whether or not the engine touched them first. Where both happened, the referral wins, and you tell us so in the same ten-day note.
24 months, with the usual tailEngagements signed within 24 months of the engine’s first contact with that owner, whether we are running it or you are. Every owner already in the log on the day we part ways stays inside the ten and ten for the full 24 months from that contact. After that tail closes, the engine is yours to run with nothing further owed. Standard non-circumvention applies, the same clause your own engagement letters carry.
Exclusive to youAn owner the engine sources for you is never worked for anyone else, by us or by any engine we run. That obligation runs from us to you, in the same letter the tail runs from you to us.
Two fees, defined onceEngagement fee means every retainer, work fee or monthly fee the owner pays you under the engagement letter, each instalment as it clears. Success fee means the transaction fee you actually collect at close, after any credit for the engagement fee already paid and after any split with a co-adviser, so the credited portion is never counted twice. Break fees and referral fees you collect on that owner count as success fee. Our ten percent sits on your share only. If your compliance side cannot pay a share tied to a closing, the second share is restated as a fixed amount per signed mandate, agreed in the letter. The structure moves; the principle, paid only after you collect, does not.
You tell us, we can checkA one line note within 10 days of any engagement letter signed with an owner in the log, and a copy of the fee section when the fee clears. Once a year an accountant of your choosing confirms the list against your engagement letters. We never see your other clients. The log is mirrored to a read-only copy we hold for the term and the tail.
What an enriched owner isOne owner-run business inside your bands with the owner named, ownership confirmed against the feed, and a direct number that passed line-type validation, loaded to your board. $7,500 covers up to 1,000 of them a month. A short month is credited forward.
Who carries whatThe scrub, the registration, the opt out and the disclosure are ours to get right. What your principal says after the handover is yours. The allocation, and the consent basis for each channel, are written into the agreement.
Collected, not invoicedBoth shares fall due within 10 days of cleared funds reaching your account. Never on invoice, never in advance. If a client stiffs you, we wear it with you.

If it is unclear whether a deal was engine sourced, it is not.

What we need from you

Six things,
most of them once.

Every one of these is a reason the gate slips if it is missing, so here they are in the open. Nothing else is asked of your time.

1. The mandate, in writingEBITDA band, sectors and geography, signed off once. The gate is checked against it.
2. The frozen book, on day oneSigned letters and dated conversations, matched on business and owner. Dated, then excluded.
3. Your EIN, a signatory, and one page on your siteFor the SMS brand registration and the caller ID in your name. The page carries messaging terms; we draft it, you host it.
4. The persona and the scripts, approvedWithin five working days of receiving them. Silence past that is not approval, it is a slipped gate.
5. A calendar and a nameThe calendar the engine books into, and the person whose name the invite comes from.
6. Who picks up when an owner calls backThe number is in your name. Either a person of yours answers it, or it routes to Anna and she books. Decide once.
Before you decide

Be the owner.
Let her call you.

Tap the rose. She opens the way she would open on one of your targets. Allow the microphone, then push back the way an owner would. Tell her you get asked this every week. Tell her you are not selling. Headphones help; over laptop speakers her own voice can interrupt her. This call is recorded and transcribed the same way a live one would be, so you hear exactly what an owner would.
Where this goes

Start with
five names.

Five real target names out of your market. We run the sourcing against them and show you exactly what comes back, before any money moves.

A demo you can falsify is worth more than any screen on this page. You have been pitched a dozen lead channels this quarter and every one wanted to own the source and rent it back. This hands you the engine and earns nothing at all until a seller signs with you and you collect the fee.

NDA first, then the agreement. Volume is set in writing each month before it runs, and the monthly is the monthly.

Timeline: sign, and within five days the gate is on a live screen. Voice starts as soon as numbers and scripts are approved. SMS starts when the carriers approve the brand registration we file on day one. Email needs a 21 day inbox warmup, so that channel joins inside month one rather than on day one.