How the 30-day Proof Sprint runs
One metro area before you commit to more. We build the universe, write to owners in your name and book the ones who want to talk. You see every step in a weekly report.
Owner Universe is an outsourced deal origination service built for PE-backed platforms, growth funds, family offices and independent sponsors that buy or invest in small, privately owned service businesses.
What you supply before day 1
Written criteria
The niche, the metro area, the size range and anything you will not buy or invest in. A qualified conversation is measured against this document, so it is written down first.
A mailbox on your domain
Outreach goes out in your name from this mailbox, and replies come back to it. Before the first message is sent, we check that the mailbox is set up so your emails land in the inbox and not in junk. We never present ourselves as a broker.
A booking link
A link owners use to book a call on your calendar once they agree to one. We never connect to your calendar.
Week by week
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Before day 1
Universe
We build the universe for your metro area from licence registries, corporate registries and acquirer announcements. Every company is marked acquired, national branch, independent or unknown, with its source. We draft the first message in your voice.
You receiveThe universe file and the draft message for your approval. The first message goes out the business day after you approve both, and that is day 1. -
Days 1 to 7
Message and first contact
Once you approve the wording, the first messages go out from your mailbox to the owners of the companies that fit your criteria. Nothing is sent before you approve it.
You receiveThe first weekly report, on day 7: who was contacted and what came back. -
Days 8 to 21
Follow-up and booking
We follow up with owners who have not replied, answer the ones who have, and book calls with owners who say they are open to a conversation. Anyone who asks not to be contacted again is not contacted again.
You receiveBooked calls on your calendar, and the weekly reports on days 14 and 21. -
Days 22 to 30
Close-out
We finish the follow-ups, book the remaining calls and count the qualified conversations against your written criteria. On day 25 we check the count against the guarantee and book your day‑30 call.
You receiveThe day‑28 report with the guarantee status, then the day‑30 close-out report with the count of qualified conversations. A call booked in the term and held after it still counts. -
If needed
The guarantee
If fewer than three qualified owner conversations are delivered in 30 days, we keep working at no charge until they are. The 30 days start with the first message to an owner.
You payNothing more. How the guarantee ends is on the pricing page; the agreement also extends the term by any delay on your side.
The weekly report
The same headings in the same order each week, so you can compare one week with the last.
- Universe
- Companies in the universe, by ownership status, and any changes since last week.
- Outreach
- Owners contacted this week and in total, and messages still to send.
- Replies
- Each reply, sorted into open to a conversation, not now, not interested and asked not to be contacted.
- Booked
- Calls on your calendar, with the company, the date and whether the call meets the qualified definition.
- Next week
- What we will do next, and anything we need from you.
What counts as a qualified owner conversation
This is the sentence the guarantee is measured against. It is written into the engagement before work starts.
“A scheduled call with an owner or a person with authority to sell, who has confirmed they are open to a conversation about a sale or investment, at a company that meets the client’s written criteria.”
- The call is scheduled, and the person on it is an owner or has authority to sell.
- They have confirmed they are open to talking about a sale or an investment.
- The company meets your written criteria.
- The call takes place, or you (the client) miss or cancel it and do not rebook within 10 business days. A call the owner misses is listed below and does not count. A call still unconfirmed by you 5 business days after its booked time is recorded as held, unless the booking record or the owner’s message shows otherwise.
These do not count
- A call with a manager or employee who cannot sell the company.
- An owner who agrees to talk but says they are not open to a sale or an investment.
- A company outside your written criteria, however good it looks.
- A reply that never becomes a scheduled call.
- A booked call the owner misses and does not rebook within 10 business days.
Where our work stops
Our work ends when the call is on your calendar. From there the conversation is yours.
We do not negotiate, value companies, advise on deal terms, represent sellers, work on software companies or take a fee tied to a transaction.
Book a first call
The Proof Sprint is $7,500CA$10,500 for 30 days in one metro area, one per client. See all 4 options.
Bookings are open
Pick a time for a first call. We will walk through the sample, your criteria and the metro area you want to test.