The deployment arc
Start with a team.
Scale when it's obvious.
Three phases. Each with a clear scope, a defined proof point, and a decision gate before the next step begins.
Phase 01 — Proof of Partnership
See if this is worth your time — before any commitment.
Before any significant budget is on the table, we scope the full deployment together — clearing tech risk, compliance, and data access — and deliver a live proof using your actual contacts. You see warm paths, coverage gaps, and data quality uplift on your own records.
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. A 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.
Measurable lift in warm introductions, deal origination velocity, or CRM data quality. 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.
Louisa as firm-wide revenue infrastructure — the relationship graph that sits beneath every deal, every conversation, every introduction your firm makes.
Who uses Louisa
Every person in your firm has
relationships worth leveraging.
The trust bridges that open doors aren't owned by one team. They're distributed across everyone. Louisa makes the full network visible — and actionable.
- Instant warm paths to any target — sourced from across the org
- Pre-meeting intelligence in 60 seconds
- Deal origination from news signals matched to your network
- Job change and M&A alerts before the competition knows
- Their network surfaces warm paths they didn't know they had
- Relationship-context news on people they actually know
- Internal expertise made visible — who knows what, across the firm
- Zero manual input — Louisa maps connections automatically
What shapes each deployment
Every engagement is scoped to fit.
Not priced from a catalogue.
No two firms have the same tech stack, compliance constraints, or growth ambitions. Four factors determine what the right deployment looks like for you.
Deal origination, capital raising, coverage — each function has different workflow requirements. We scope access and permissions per team, not per firm.
CRM, email, calendar, LinkedIn, alumni databases. The more signals we ingest, the richer the relationship graph — and the warmer the paths we surface.
Target list uploads, warm path queries, live signal monitoring. Usage shapes the infrastructure we build and the success metrics we set from day one.
Off-the-shelf workflows cover most firms immediately. API access, bespoke analytics, and custom integrations are scoped in Phase 01 so nothing comes as a surprise.
Time to value
Measurable results. Fast.
We agree the metrics upfront. You measure against them. This is what clients typically see — starting from the first week of the Proof of Partnership.
Deduplicated, enriched, stale-record-flagged. Clients typically find 20–30% of contacts need updating. Your CRM, your AI stack, your reporting — all sharper from day one.
From day one, warm paths to priority accounts surface across the whole firm. Relationships buried in inboxes, calendars, and alumni histories — found automatically, before the competition.
Louisa takes your relationship graph, your target list, and live news signals — and constructs the opportunity for you. The right company, the right moment, the right warm path inside your firm. No searching. No manual effort.
"Louisa's AI helped me close a record transaction that I would have otherwise missed."
Client · Investment Banking
"A client asked if our bank does Greek ship financing. I had no clue — but Louisa did. It found the right expert in 30 seconds."
Client · Global Financial Institution
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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.
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