How We Work

Revenue infrastructure,
not another tool.

Louisa is deployed as part of how your firm wins business — not onboarded and forgotten. Every engagement is built around your team, your data, and a clear proof of value before any significant commitment.

The deployment arc

Start with a team.
Scale when it's obvious.

Louisa is deployed in phases. Each phase has a clear scope, a defined proof point, and a decision gate before the next step begins.

01
Proof of Partnership Clear every hurdle. See real results. No large commitment.
02
Team Pilot Your data, your targets, your team. Defined timeline.
03
Business Unit & Firm-wide Expand across functions. Become the relationship layer.
Phase 01 — Proof of Partnership

See if this is worth your time — before any commitment.

Before any significant budget is involved, we scope the full deployment together — clearing tech risk, compliance, and data access — and deliver a live proof with your actual contacts. You don't bet on a demo. You bet on results.

Tech risk and security clearance
Compliance and GDPR scoping
Live data proof on your contacts
Stack integration audit
Target account mapping
Success metric agreement
Decision gate: You've seen warm paths, coverage gaps, and data quality uplift on your own records. Do you want to run a live pilot with a defined team?
Phase 02 — Team Pilot

One team. One use case. Defined timeline.

We deploy Louisa for a defined team — a deal origination group, a capital markets coverage team, or a fundraising function — with full integration into your live stack. Results are measured against the metrics agreed in Phase 01.

Live CRM and email integration
Relationship intelligence for the team
Target list upload and warm path mapping
Pre-meeting intelligence briefs
Actionable insights — immediate value
Regular check-ins with success team
Decision gate: Measurable lift in warm introductions, deal origination velocity, or CRM data quality — depending on your use case. Expand or adjust scope from here.
Phase 03 — Business Unit & Firm-wide

From one team to a firm-wide relationship layer.

Proven value unlocks expansion. Louisa moves from a single team into multiple business units — and ultimately becomes the relationship intelligence infrastructure that sits beneath every client-facing workflow across the firm.

Multi-team, cross-functional deployment
Full data integration across systems
API access and custom workflows
Secure, sandboxed environment
Dedicated success team
Multi-year partnership
The outcome: Louisa as firm-wide revenue infrastructure, not a point tool.
Who uses Louisa

Built for the people who win
and the people who enable them.

Louisa creates value at two levels inside every deployment.

Revenue-driving Client-Facing Users

Deal professionals · Relationship managers · Capital raisers · Business development leads

What's in it for them Leveraging the whole firm's relationships — not just their own.
  • Instant warm paths to any target company or person
  • Pre-meeting intelligence in 60 seconds
  • Deal origination from signals on their contacts
  • Job change and M&A alerts before the competition
Intelligence layer Collaboration Users

Leadership · Research · Operations · Compliance · HR and talent

What's in it for them Signals and context on the people that matter to the firm.
  • Coverage intelligence — who owns which relationship
  • Relationship-context news, not generic company feeds
  • Internal expertise mapping across teams
  • Talent networks for hiring and knowledge
What shapes each deployment

Every engagement is scoped to fit. Not priced from a catalogue.

We work with firms that have different tech stacks, different constraints, and different ambitions. Four factors determine what the right deployment looks like.

01 Revenue-driving teams

How many client-facing teams and what level of access do they need? Deal origination, capital raising, and coverage teams have fundamentally different workflow needs.

02 Data sources integrated

CRM, email graph, LinkedIn, internal systems. The more sources we integrate, the richer the relationship graph — and the deeper the warm paths we can surface.

03 Relationship query volume

How intensively does the team use the graph — warm path queries, target list uploads, news monitoring across the network? Volume shapes infrastructure requirements.

04 Workflow complexity

Off-the-shelf workflows get you 80% of the way. Custom integrations, API access, and bespoke analytics get you the rest — and are scoped in Phase 01 together.

Time to value

Measurable results.
Fast.

We agree the metrics upfront. You measure against them. This is what clients typically see.

Day 1 Your network, visible

From the first session, you see the relationship graph your firm actually has — not what's in your CRM. Warm paths to target accounts surface immediately.

Weeks Clean data in your CRM

Deduplicated, enriched, stale-record-flagged. On average, clients discover 20–30% of their CRM contacts need updating. Your AI and reporting stack improves immediately.

Pilot Measured origination lift

New warm introductions unlocked. Faster access to target accounts. Deal origination velocity measured against baseline. The business case for expansion writes itself.

Find your fastest path
to any target company.

Tell us your firm size, your stack, and your use case. We'll tell you exactly where to start — and what proof looks like.

Join the Network Revolution

Book a 15 min demo

Join the Network Revolution

Book a 15 min conversation