Private Credit · Investment Banking · M&A

Deal flow.
On autopilot.

We build outbound systems just for private credit firms, investment banking boutiques, and M&A advisory firms. We find you deals nobody else is seeing. LBOs, MBOs, partial recaps, debt raises, platform add-ons.

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Active Mandate
Senior Secured · $30–150M · Industrials · HC Svcs
2,847
companies scanned
Live Signal Feedlive
✓
✓
✓
✓
Qualified Deal
Est. EBITDA
Sector
Trigger
Structure
Est. need
Bilateral · No competing process detected
The Problem

Most deal flow is
broken by design

Private credit firms, IB boutiques, and M&A advisory firms all use the same three methods. They all fail. And none of them get better over time.

(01)

Referrals dry up

Warm intros are unpredictable. One good quarter, then silence. You can't build a firm on something you can't control.

feast or famine
(02)

Bankers charge carry

Every deal you get through a banker comes with competition, fees, and inflated multiples. Everyone is looking at the same paper. The real edge is finding deals before they hit the market.

no proprietary edge
(03)

Internal BD won't scale

Hiring BD in house is expensive and takes months to ramp up. Most BD hires don't really understand deal structure or mandate nuance either. So the conversations they bring you aren't worth having.

costly & inconsistent
What ScaleSquare Is

Not an agency.
Not a SaaS.

We are a deal origination system built just for finance. We plug into your firm like a growth engine. Not a vendor you manage.

(01)

Buyer Intelligence & Targeting

We map your entire target universe. Firms, funds, founders. All scored against your mandate before we send a single message.

Arcton Credit · Direct Lending · $500M+Fit: 96%
Meridian IB · M&A Advisory · MMFit: 91%
Harrowgate Capital · Unitranche · $1B+Fit: 87%
Stonebridge Partners · LBO mandate · MMFit: 82%
Nordic IB · Debt Advisory · $200M+Fit: 74%
312
Firms mapped
94%
Avg mandate fit
(02)

Outbound Engine & Execution

Messaging written for finance. Whether it's an LBO target, a debt raise, or a sell side mandate. All built to protect your brand in a world where relationships are everything.

187
Reached
54
Replied
29%
Reply rate
22
Booked
(03)

Qualified Conversation Delivery

We check every reply against your mandate before it reaches you. You show up to conversations. Not inboxes.

James Whitfield · Arcton Credit · LBOCall Booked
Priya Mehta · Meridian IB · Sell sideQualified
Oliver Chen · Harrowgate · UnitrancheResponding
How We Work

Every email written
for one person.

We don't use templates. Each contact gets a message built around who they are, what their firm is doing, and what just changed. It reads like a handwritten note. Because essentially, it is.

Signal profilewriting now
Trigger
Sector
EBITDA est.
Deal type
Outbound message
— [Your name]
ScaleSquare
0copy-paste templates used
3–5personalisation signals per email
1 of 1every message is unique
How It Works

Four phases.
One outcome.

From mapping the market to booking qualified calls. The system runs. You just show up.

(01)

Market & Buyer Intelligence

We map your entire target universe. Every relevant firm and decision maker scored against your mandate before any outreach begins. Deal type, credit structure, sector, deal size. All factored in. This becomes your proprietary dataset.

Mandate mappingLBO & buyout signalsDeal type scoring
Mandate fit analysis
Credit mandate fit94 / 100
Deal size range$50M – $500M
SectorBusiness services · Industrials
Proprietary signalActive
(02)

System Build & Infrastructure

We build the outreach infrastructure. Domain setup, deliverability, and messaging sequences written for finance. All designed to protect your brand in a world where reputation is everything.

Domain setupDeliverabilitySequence design
Infrastructure health
Deliverability98%
Inbox placement94%
Open rate61%
(03)

Conversations Generated

Outreach goes live. Replies start coming in. We check every response against your mandate before it reaches you. You only talk to people worth talking to.

Reply handlingQualificationScheduling
Conversation pipeline
Replied with intent54
Mandate qualified31
Calls scheduled22
Avg. days to first call14
(04)

Optimise & Scale

Weekly reporting. We keep refining the targeting and messaging. The target universe grows as the system learns. Deal flow builds on itself over time.

Weekly reportingA/B testingPipeline expansion
Month-over-month
Month 1 · Calls booked8
Month 2 · Calls booked14
Month 3 · Calls booked22
Growth rate+175%
Client Results

Results that speak
for themselves.

A sample of what we have generated for clients. Capital raises, M&A introductions, enterprise deals, and more. Client names removed where NDAs apply.

0M+
Capital raised across mandates
0
Qualified M&A introductions in 30 days
0+
Founder conversations per month
Private Equity · M&A Advisory
22 introductions
Generated 22 qualified founder conversations for a mid-market M&A advisory firm within the first 30 days of launch.
Timeline: 30 days
Written for finance
Mining · Institutional Capital
$450M closed
Connected Amak Mining with 11 institutional investors, resulting in a $450M fund round closed from a targeted outreach campaign.
11 investor connections
Institutional targeting
Health Tech · Enterprise
$16M contract
Pharmacy Formulation secured a $16M partnership contract with Johnson & Johnson through a single targeted enterprise outreach campaign.
1 enterprise client
Enterprise deal
Early Stage · Capital Raise
$3.2M raised
Connect AI, Vaxchain, and Squircle collectively raised $3.2M in pre-seed capital through investor introductions generated via ScaleSquare.
3 startups · 1 campaign
Investor origination
Health Tech · Market Expansion
34 suppliers
Ayati connected with 34 EU suppliers to establish a European market presence — entire supplier pipeline sourced through targeted outreach.
European expansion
Market entry
Health Tech · R&D
$800K pipeline
Mimyk generated an $800K qualified sales pipeline within 90 days, enabling the R&D team to forecast revenue for the first time.
90 day timeline
Pipeline generation
Why ScaleSquare

Built for finance.
Nothing else.

Generic agencies work across 30+ industries. We only work in private credit, investment banking, and M&A advisory. We speak deal. They don't.

ScaleSquare
Generic Agency
BD Hire In House
Finance industry expertise
✓ Native — Private credit, IB, M&A
✗ Generic
Varies
Understands mandate & thesis
✓ Built in
✗ Needs briefing
Slow to learn
Proprietary deal origination
✓ Core capability
✗ Not specialised
✗ Network limited
Brand protection in outreach
✓ Built for finance
Generic templates
Person-dependent
Time to first qualified meeting
✓ ~14 days
30–60 days
✗ 3–6 months
Fully managed execution
✓ Fully managed
✓ Yes
✗ Requires management
Scales without headcount
✓ System driven
Limited
✗ Hire more
Questions

What firms
always ask.

Finance is a relationship business. A bad message to the wrong founder or family office can do real damage. Every sequence we write is short, specific to your mandate, and never generic. We also run all outreach through a separate domain setup so your main domain stays protected. You approve everything before it goes out.
A qualified conversation fits your mandate. Right deal type, right credit structure, right EBITDA range, right sector. If you're a direct lender running unitranche mandates in business services, we're not sending you a software startup looking for ARR financing. Every reply gets checked against your thesis before it reaches you. If it doesn't fit, we handle it.
A BD hire costs $80K to $150K a year, takes 3 to 6 months to ramp, and is one person who can quit. ScaleSquare is a system. It runs targeting, messaging, and qualification at the same time. You get the output of a full team without the overhead. And we already understand private credit mandates and IB deal flow. Unitranche, LBO sourcing, sell side origination. No onboarding needed.
Most clients get their first qualified meeting within 14 days of launch. The first week is setup and targeting. No outreach yet. Week two we go live. Depending on your market and mandate, some clients get meetings in the first week of sending.
Yes. This is what makes us different from a generic agency. We only work in private credit, investment banking, and M&A advisory. We understand direct lending mandates, unitranche structures, IB deal flow, and why proprietary origination matters. You don't need to explain what a proprietary deal is. We already know. We help you find more of them.
Private credit firms, investment banking boutiques, and M&A advisory firms. Specifically the ones that need consistent proprietary deal flow. That includes direct lenders sourcing unitranche and senior secured deals, IB and M&A advisory firms running buy side or sell side mandates, and credit funds looking at LBOs, MBOs, partial recaps, or distressed situations. If your deal type is clear and your deal size is meaningful, we can build the system.
Ready to start

Your deal flow.
On autopilot.

Book a 30-minute call. We'll map your target universe, show you what the system looks like for your firm, and confirm it's a good fit before anything starts.

Private credit · IB boutiques · M&A advisory No commitment required First meeting in ~14 days
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