Deal origination

QUANTUM / DEAL ORIGINATION

Deal origination & qualified dealflow

Targeted company research and outbound deal origination for investors and lenders with defined investment mandates.

How it works

From your mandate to qualified dealflow.

A focused research and outreach pipeline connects your investment criteria with companies worth evaluating.

01Sector & geography02Company profile03Cheque size & investment criteria

Translate the mandate

Define the sector, geography, company profile and deployment criteria that make an opportunity relevant to your investment team.

Where to focus

What moves this forward.

An investment mandate is only useful when it connects to relevant opportunities. Quantum helps investors and lenders research and engage companies that match their criteria, bringing a disciplined outbound approach to dealflow development.

Translate the mandate into criteria

Define sector, company profile, geography and investment requirements so research and outreach reflect the opportunities your team actually wants to evaluate.

Readiness & fit

Is this the right fit?

Published client criteria focus on healthcare and technology investors and lenders, typically with at least $100 million AUM, initial cheques of at least $5 million and a focus on North America and Western Europe. Discuss your mandate with the team.

Book a Free Consult

Investment mandate & geography

A documented investment mandate and geographic focus.

Common questions

Questions we hear often.

Read our service disclaimer

Can a narrow investment mandate work?

The target universe must be large enough to support a meaningful campaign. Quantum’s existing criteria reference parameters that produce a prospect pool of at least 200 companies.

Explore further

Related services.

Explore all services

Venture financing & capital raises

Data-driven fundraising strategy, investor research and managed outreach for technology and healthcare companies.

Explore the service