Mandate architecture
Sectors, geographies, check size, ownership preference, exclusions, and review criteria translated into a working search map.
Engagement Scope
What a 30-day Founding Desk delivers.
Meridian engagements begin with a narrow mandate test. The goal is not volume — it is to prove whether the desk can produce principal-ready decisions faster than an office can build internal coverage.
Private company universe
90–140 mapped companies aligned to the mandate — not a generic database export.
Screened shortlist
12–18 names with fit tags, source confidence, and explicit remove/watch logic.
Principal memos
6–8 concise memos with rationale, risks, unknowns, and next decision.
Meridian OS workspace
Mandate, pipeline, memos, source trails, and review notes in one private engagement room.
Review call
Principal or CIO review session to decide whether to extend into standing Private Desk coverage.
- Mandate-led research and screening
- Source-trailed shortlist and memos
- Meridian OS access for the engagement
- Flat-fee retainer structure
- Investment advice or securities recommendations
- Brokerage, negotiation, or transaction execution
- Success-fee or transaction-contingent compensation (starter structure)
- Guaranteed allocations or deal outcomes