NEXTCAP · Leads + Call Center · Deal Origination & Capital Raising

We don't sell
the machine.
We own it.

Kevin, here's the model. Two products, the leads and the call center, working both sides: the companies raising, and the capital that raises them. And how we own the machine that runs it.

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Your question, before Monday

How do the tools become owned equity value inside a company, not a monthly service?
Here's the whole answer, in the language your partner prices on.

Your partner thinks in enterprise value, ownership, and multiples. So this is built for that: the two products, the structure, the year-one numbers, and exactly what you put in front of him.

What we actually run

Two products. Both sides of every raise.

Product 1
Leads
high-intent, sourced daily
The companies moving toward a raise, and the investors who fund them. Both found, both scored, both handed over ready to call.
Product 2
Call Center
Brooke + the setters, speed to lead in minutes
They dial fast and book the calls. Founders onto the advisor's calendar. Investors into the raise. Set, routed, and logged, so nobody chases.

Deal origination fills the pipeline. Capital raising closes it.
The same machine works both sides.

The reframe that wins the room

A service is worth about 1× revenue and dies the day you stop.
An owned IP asset that firms license is worth 4 to 10×, and it sells without you in the room.

Same work. Five to ten times the enterprise value.

What it does to his company

The multiple re-rates.
And we own the part that re-rates it.

Before · solo advisory desk
$0M
enterprise value
His hours and his Rolodex. Trades at 3 to 5× earnings with a heavy key-man discount. Effectively unsellable, it walks out the door the day he retires.
After · desk + owned engine
$0–0M
enterprise value, transferable
A machine that produces deal flow on its own and a recurring licensing layer on top. Re-rates onto a platform multiple, and it transfers without him. Modeled, not booked.
How the AI gets owned in a company

Two entities, on purpose.

You and Kevin own the IP HoldCo. It holds the engine, and it licenses that engine down into the desk, never contributes it. That single move turns a service into an owned asset.

licenses licenses You + Kevin own 100% IP HoldCo the engine · Brooke · the data · the playbooks 50 / 50 with the partner NewCo Desk his brand · his credibility · our machine license + rev-share / equity The Syndicate 60 offices, same problem, one engine

He owns 50% of the desk he can see.
You own 100% of the machine that makes it run. Both true at once.

How offices pay for it

License it monthly.
Meter the rest. Their choice.

A monthly subscription license, sold in packages. Each package includes a bundle of what matters: leads, booked calls, and call-center minutes. Past the bundle, they pay as they go, in tokens, metered however they want.

Subscription · Starter

Desk

from $2K / mo

Runs one advisor. A monthly allotment to keep the calendar full.

Included: leads + booked calls + call-center minutes
Subscription · Growth

Firm

from $5K / mo

A team bundle. Deeper lead volume, more booked calls, more time on the phones.

Included: larger lead, call & minute quota
Subscription · Scale

Syndicate

custom

The whole system across many offices, top volume, priority routing, full call center.

Included: top quota + priority
Then pay as you go · tokens · their choice
Per lead
every high-intent record delivered
Per booked call
a qualified meeting on the calendar
Per routed call
a live transfer to their team
Per minute
call-center time on the phones

Their choice. A small office licenses light and buys tokens as it grows, a busy desk licenses heavy. Either way the engine is never sold, only licensed, and it stays in the HoldCo we own.

Floor versus prize

The floor pays us to live.
The HoldCo is the wealth event.

$0–0K
per month, each, floor. 10 to 15 origination clients a quarter. Its only job is to fund the build.
$0–0M
per closed raise, success fee. Lumpy, 3 to 12 months out, ~10% hit, but this is the real money, and only owners touch it.
$0–0M
HoldCo enterprise value at syndicate scale. Recurring, high-margin, and you own it.

Scale figures are modeled scenarios. The real anchor is the partner's last-twelve-months mandates signed, closed, and average fee. Get that number Monday.

The HoldCo, year one

What we own, modeled out.

This is the licensor, the IP HoldCo we own 100%. It earns the recurring subscription and token revenue from every office, plus the license fee off the desks. Year one, conservative through a good run, with where it values out on revenue and EBITDA multiples.

Year 1 · HoldCoConservativeBaseGood run
Offices live by year-end4815
Avg revenue / office / mo$5K$6.5K$8K
Desk license fees (yr 1)$120K$250K$400K
HoldCo revenue (yr 1)$270K$640K$1.15M
Gross margin80%82%85%
EBITDA (yr 1)$120K$350K$750K
Exit ARR (Dec run-rate)$420K$1.0M$1.85M
Revenue multiple4×5×6 to 8×
EBITDA multiple6×8×10 to 12×
HoldCo enterprise value$1.7 to 2.5M$5 to 6M$11 to 17M

Modeled, not booked. Drivers: offices signed, average subscription plus token usage per office, and the license fee off the NewCo desks. The licensing revenue is the piece that carries the platform multiple, high margin, recurring, and transferable. The real anchor stays the partner's actual last-twelve-months numbers.

For the partner, Monday

The one-pager Kevin reads off.

A modern origination desk you own half of, built and run for you

Your reputation and relationships. Our machine. One company you both own.

What you get
A tech-powered origination engine under your brand. It surfaces founders actively moving toward a raise, reaches them in minutes, and books them onto your calendar. You stop dialing cold.
What you own
50% of the new desk. Real equity, vesting as we sign and close mandates together. Value that does not retire when you do.
What we own
The engine itself, held in our company and licensed into the desk. That is what lets us build this at real scale instead of a one-off.
The $4K
Good-faith buy-in to stand up your desk, brand, systems, and the first origination build. Your seat at the table, not a fee.
The proof, before you fund a thing
We put 5 qualified, deal-ready founder calls on your calendar in 14 days, at no charge. You watch the machine work first. If it books, we stand up the entity and split it 50/50. If it doesn't, you've lost nothing but two weeks of our time.
You and me, before Monday

What we lock in together.

01
The two-entity model. IP HoldCo (ours) + NewCo desk (50/50), engine licensed in, never contributed. Kevin has to be 100% behind "the engine never goes into the JV."
02
Our split. 50/50 on the desk. We settle how the engine HoldCo splits too, in the open, before either of us presents a thing.
03
Partner terms for Monday. Partner gets 50% of the desk, vesting 24 to 36 months against deliverables. We keep 50% + 100% of the engine + a license fee. Agree the buy-out / call option.
04
Pricing + the wedge. Confirm the ladder, and the one-week lead trial as the proof step before any equity talk with a new office.
05
The intent-feed subscription. Get a yes / no and a dollar figure this week. It is the funnel-volume blocker right now.
06
Frame the $4K. Buy-in, not a fee. Papered as an initial contribution into the NewCo.
Two things I need from you, Kevin
(a) the "Hormozi-of-M&A" advisor names you're bringing, so we model the positioning. (b) your keyword / ICP additions to sharpen the engine's targeting.

The floor pays us to live. The desks throw off success fees. The HoldCo sells for eight figures.
We own the HoldCo.