Sector, size, geography, ownership and hard exclusions
Documented
Private equity deal origination
Meet owners before the business is broadly marketed.
Coseek maps the thesis, calls owners directly, checks the company and owner against the written booking criteria, and captures fit, timing and openness when the conversation reveals them. Each brief separates confirmed facts from open diligence questions.
Platform and add-on owner coverage
Thesis fit
Direct owner callFit · timing · openness
Qualified meeting briefThesis fit and call context for the deal team
From thesis to owner meeting
We turn the mandate into daily owner coverage.
Coseek builds the account universe, identifies the right owners, calls them directly, records every outcome and routes meetings that match the written booking criteria.
Written thesisSector · size · geography
Account universePlatform + add-on coverage
Owner pathCurrent owner identified
Live qualificationFit · timing · openness
Meeting briefCriteria + conversation context
Market outcomes return to the account mapTiming / referral / exclusion / recontact
Why phone
A finite market should not be treated like a mass email list.
Direct calls reveal fit, timing and openness while the owner is still outside a process. The next pass starts with what the market already told us.
Direct owner callA live market answer
What the market said
Fitmeets the thesis
Timinglater window
Referralbetter owner path
Exclusionremove from coverage
Next calling passPrioritised by fit, timing, referral and what has already been learned.
The market becomes better understood after each pass
Qualified handoff
The deal team gets the owner conversation, not just a calendar invite.
Each meeting brief shows what the owner confirmed, what the call revealed, and what still belongs in diligence. The team enters the conversation with context.
Owner callLive market evidence
The call captures the owner's words, current position and openness to a relevant conversation.
RecordedOutcome + notes
Qualified meeting briefWhat the deal team receives
Confirmed on the call Open diligence
01Company + owner identity
02Thesis-fit evidence
03Timing + openness
04Reason for the conversation
01Financial details
02Ownership complexity
03Transaction readiness
04Any criterion not established
Coverage discipline
A finite owner market needs clear operating rules.
The mandate, target evidence, suppression rules and booking criteria are written before daily owner calling begins.
Observable reasons the company belongs in the calling market
DocumentedSuppression, ownership and current relationship boundaries
DocumentedThe company, person and confirmed next-step standard
DocumentedMarket memory
Each owner conversation improves the next coverage pass.
Account identity, owner path, call outcome, referral, meeting context and recontact status remain linked. The team does not restart from a blank list.
One linked recordaccount → owner path → call → context → next pass
Deal team inputs
You define the mandate. We convert it into operating criteria.
The better the thesis is expressed, the sharper the coverage. Coseek translates the deal team's commercial judgment into accounts, owner paths and live booking rules.
Deal teamMandate inputs
01Sector + subsector
02Revenue / EBITDA range
03Geography
04Platform vs add-on
05Ownership preferences
06Exclusions + known relationships
CoseekOperating criteria
01Account universe
02Current owner path
03Written booking criteria
04Open diligence fields
05Caller positioning
06Meeting-brief structure
07Recontact + exclusion rules
08Daily coverage priorities
Launch
From signed mandate to owner calls in a disciplined sequence.
Coseek turns the thesis into a live campaign, validates the owner universe, prepares the calling approach and begins daily coverage once the operating inputs are ready.
Market learning beginsfit · timing · referrals · exclusions · recontact
The next owner conversation
Put the thesis in front of owners before the process begins.
Bring the mandate. We will assess the account universe, owner paths, booking criteria and the right launch structure.
Coseek.com / Discuss the mandateDeal origination fit call
What we will map
- Mandate + exclusions
- Finite account universe
- Owner and gatekeeper paths
- Written booking criteria
- Launch inputs + first coverage block
Clear launch decisionand the reason behind it