Mapping relevant business partners and investors
During the research process, I identify companies that may be relevant to the project based on specific industry, size, and geographic criteria. The goal is to define a filtered target group built on strategic considerations. The resulting list provides a solid foundation for outreach. Through communication and follow-up, it quickly becomes clear which companies and investors show genuine interest, and I organize the first professional discussions with them.
For whom?
For executives, business owners, and investors who want to identify and engage relevant companies and investors — both domestically and internationally.
How does it help?
The process ensures that outreach to potential companies and investors is conducted in a structured way. A list is created based on predefined criteria, providing the foundation for targeted outreach. With interested parties, I organize the first professional discussions. The entire process is documented and transparent: outreach, responses, and statuses are clearly traceable, allowing further decisions to be based on reliable information.
What does the owner receive?
Structured longlist about relevant companies and investors, based on pre-agreed criteria.
A relationship map with relevant decision-makers and - where possible - direct email contacts.
Note: I do not provide financial analysis, valuation, or legal due diligence; the research is preparatory and designed to support deal flow.
How do I work?
Alignment on objectives and criteria:
at the outset of the project, the strategic objectives and the criteria forming the basis of the research are defined and agreed.
Research and longlist preparation:
based on the defined criteria, I identify relevant companies and investors and map the associated decision-makers.
Outreach and follow-up:
based on the research results, I initiate initial outreach, manage responses, and track expressed interest.
Support for discussions and next steps:
if interest is confirmed, I organize the first discussions.
Results and Next Steps
Based on the longlist created during the research process, outreach begins with the relevant stakeholders. If the response is positive, I support the organization of the initial discussions.
Quality, transparency, confidentiality
The research and outreach process is based exclusively on publicly available information and is conducted in accordance with the client’s guidelines and expectations.
The entire process is documented in a transparent and traceable manner; where confidentiality is required, activities are conducted pursuant to a separate agreement.
Delivery format
Excel / Google Sheets – with standardized fields
Frequently Asked Questions
What does the identification of companies and investors include?
The purpose of the service is to determine which market participants may be relevant to the project’s objectives. Based on predefined criteria, companies and investors are selected where outreach is worth initiating. The resulting list enables targeted outreach and the preparation of discussions, while incoming responses are handled in a structured manner.
Do you also prepare a shortlist?
No. The outcome of the research is a longlist that serves as a basis for decision-making.
Do you also conduct outreach to the target companies?
Yes. Based on the research, I initiate the first outreach, manage the responses, and track the process.
Do you participate in organizing the meetings?
If genuine interest emerges during the outreach process, I support the organization of the initial discussions.
What information is the research based on?
The research is based exclusively on publicly available information, in accordance with the client’s guidelines.
Where confidentiality is required, I act pursuant to a separate agreement.
In what format will I receive the results and status updates?
The research and outreach process is documented in a structured and traceable manner.
Deliverables and status tracking are provided in a pre-agreed format (e.g., a shared spreadsheet), using standardized fields and status indicators.
Does the service include financial analysis, valuation, or legal due diligence?
No. The service is focused on research and decision support.
Financial analysis, valuation, and legal due diligence are not part of the scope of work.