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An investment adviser's desk with a client brief and a market screen

Investment advisory origination

A client hands you a brief. Hyper answers it from the whole register in days, not months.

Jude takes the brief your client gave you, resolves it against every business on the register, and opens each door with an approach that respects the owner it's written to. Your advisers hand the client a shortlist in days.

Below is one brief, answered, from the shortlist to the close. Both sides shown, so you can see exactly which parts stay with your advisers.

Illustrative example
  1. A Hyper segment view. The brief line reads, typed as a sentence: buy-side brief, UK precision manufacturers, owner past sixty, no successor on the record. 26 businesses found, and Rathlin Precision has lifted and holds among the rows.

    A client brief goes in. A shortlist comes out, from the whole register.

  2. Rathlin Precision, researching. Three magenta signal lines: twenty-two years trading with accounts current and margins steady, the owner is the only director, and no successor anywhere on the record.

    A sound business with one question nobody has asked yet.

  3. The same three signal lines, now dimmed from magenta to grey, sitting above an email and a landing page generating side by side. The email closes on the worded link how a quiet conversation about value works. The page carries Rathlin Precision's own name. 26 sent.

    The engine saw the gap. The email respects the man.

  4. An Outlook inbox. A reply from Arthur Wemyss is open, saying his accountant has been telling him to think about this for two years and he did not ignore this note, and asking who the buyer is and whether they would keep the name, with the original email Hyper sent quoted underneath.

    The owner replied because the question was put with respect.

  5. A Teams chat with Jude. Three messages: Arthur has replied, Hyper matched Rathlin to the brief on twenty-two years trading, steady margins and no successor on record and Arthur has now raised the succession question himself, and a draft reply is in Outlook drafts.

    Jude briefs you with the evidence, privately.

  6. Jude's draft open in Outlook, labelled Drafted by Jude. Elspeth has replaced a phrase in it describing the buyer with a personal assurance that the buyer is a family firm like Rathlin and that keeping the name is in their interest too, with the Send button below.

    Elspeth adds the judgement Jude could not make.

  7. The CRM record for Rathlin Precision. The stage has moved to In conversation, a new activity line reads reply sent by Elspeth Muir and logged by Jude, the brief field reads shortlist of 26 with 1 in conversation, and the next action is an NDA, then the first meeting.

    The brief keeps its own score.

Read the transcript

A client gives you a brief, and the honest answer used to be months of lists and cold calls.

Hyper answers the brief from the whole register in days: a shortlist with the evidence behind it, and a respectful way in to each owner.

Your advisers run the deal and keep the client. The brief keeps its own score. Days, not months.

Hyper answered the brief. Your advisers ran the conversation it opened.

01 / THE ENGINE

A written brief, resolved against the whole register.

A client's brief usually turns into a list built by hand, then a run of cold calls that reach the wrong person as often as the right one. The businesses that fit are already on the register; the work is reading all of it against the brief rather than a sample of it.

Hyper reads that. Your advisers decide which businesses are worth the first approach, and the approach never quotes the owner's own circumstances back at him.

What Hyper found

The shortlist and the record

  • Every business on the register matching the brief's own terms, counted and listed for review.
  • The evidence behind each one, read from the public record rather than asked for.
  • An email and a landing page, generated together, carrying each business's own name, and never naming the reason the approach was made.

What your team decided

The buy-side brief

  • The brief: UK precision manufacturers, owner past sixty, no successor on the record.
  • The tone of the approach, and the worded link the email closes on.
  • Which of the twenty-six was worth a held row and a closer look first.

02 / THE ADVISER'S WORLD

The owner writes back. Jude's already read the record.

The reply arrives in the tools your advisers already have open, between a compliance reminder and a valuation call. What happens in the next few minutes decides whether the brief gains a conversation or loses a week.

Jude reads it, checks the record and drafts an answer, restating the evidence privately rather than putting it on the page. Your Director adds the one thing Jude could not know and presses send.

What Jude prepared

The private brief and the draft

  • Confirmation the reply is from the business the campaign reached, with the withheld signals restated in full, privately, in Teams.
  • A drafted reply that answers what can be said before an NDA and proposes a first conversation.
  • The owner's own two questions flagged as the thing the reply has to respect.

What your team decided

The reply that was sent

  • Replaced Jude's general description of the buyer with a personal assurance, in the adviser's own words, about who the buyer is and why the name would survive.
  • Approved the meeting shape and pressed send under their own name.
  • The stage and the next action, which the record keeps on its own once the reply is out.

How the work splits

The work Jude takes off your advisers' plate.

  • The search. A written brief becomes a counted shortlist from the whole register in days, with the evidence behind every name, so your advisers start at the interesting part.
  • The approach. Every email arrives drafted and respectful, and it waits on a person on your team before it goes out under their name.
  • The record. The brief keeps its own score, the stages move themselves, and the client can be updated from the record rather than from memory.

Your advisers bring the judgement, the terms and the client relationship. Jude brings the shortlist, the evidence and the record, read early enough to matter.

Answer your next brief

See what Hyper would build for a brief your firm already carries.

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