Everything from the July 15 call, turned into numbers, a build plan, and the decisions to lock tomorrow. One engine serves both paths: deal origination and investor outreach.
Internal · Luka × Kevin only · Not for distributionThe engine sits on a licensed intent-data layer: a Fortune-500 primary data provider plus roughly 200 waterfalled sources, refreshed every 24 hours. A person counts as "in-market" only after visiting 3 or more distinct websites on the topic inside the window. Every signal resolves through an identity graph to name, business email, LinkedIn, job title, company, direct number, mobile, geography, industry, employee count, and revenue. Exactly the fields we filter Kevin's ICP on.
Honesty flag: the fundraising-topic volume itself has not been pulled yet. Every projection below is anchored to the measured analog above and tagged. Nothing in this brief is a promise. It is the model we validate in week 1.
None of this came off a shelf. The intent access, the fusion engines, and the calling stack were earned the hard way in other verticals first, and that is exactly why the $5K build here is cheap: the expensive lessons are already paid for.
Scroll to run it. Bar widths are log-scaled for readability; every rate is tagged in the section 3 table below.
ICP: US companies actively raising $5M to $500M · 2+ years old · roughly $1M+ revenue · decision-maker contact. Bottom-funnel rates use Kevin's own measured history (50 booked, 25 to 30 showed, 5 to 10 truly qualified).
| Stage · monthly | Conservative | Base | Upside | Source |
|---|---|---|---|---|
| Raw topic records/day | 6,000 | 10,000 | 14,000 | Assumed vs measured 28k/day analog |
| Survive ICP filters (/day) | 200 | 300 | 500 | Assumed 3 to 5% pass rate |
| Records worked / month | 6,000 | 9,000 | 15,000 | Pull-volume choice (we control the dial) |
| Booked calls | 42 | 90 | ~150 (capacity-capped) | Assumed 0.7% / 1.0% / 1.5% blended book rate across call + SMS + email sequence |
| Show up | 23 | 50 | 82 | Measured ~55% (Kevin's history) |
| Truly qualified | 6 | 12 | 20 | Measured 20 to 33% of shows (Kevin's history) |
| Closed clients | 1-2 (avg 1.5) | 3 | 5 | Assumed ~25% close on qualified |
| Kevin-side revenue @ $10-25K/client | $15-38K | $30-75K | $50-125K | Deal terms from the July 15 call (tickets $20-50K, 50/50 split) |
Base case means 90 booked calls a month, about 4 to 5 per business day. That is already past the top of the "Scale" promise (40 to 80/mo), so closer capacity at the NY partner becomes the constraint before lead supply does. The upside column is capped for that reason, not by the data.
The one-time build stands up the engine for BOTH paths. Monthly ops scale with pull volume, and we control the dial.
| Monthly ops · base scenario (9,000 records) | Amount | Basis |
|---|---|---|
| Intent records | $450 | 9,000 × $0.05/record |
| AI setter calling (Brooke) | ~$870 | About 8,700 min × ~$0.10/min all-in (3-min avg with interested, under 1 min with not-interested) |
| SMS touches | ~$270 | About 3 messages per record |
| Cold-email infrastructure | ~$250 | Dedicated domains + mailboxes, warmed; 14-email/45-day nurture |
| Total monthly ops | ~$1,840 | Conservative ≈ $1,300 · Upside ≈ $3,000 |
| Cost per booked call | ~$21 | $1,840 ÷ 90 booked |
| Cost per closed client | ~$620 | vs $10-25K Kevin-side revenue per client → 16 to 40× return on ops |
Same-day dialing is the edge: the intent signal lands fresh within 24 hours and we call the moment it does. The industry's own stat says outcomes drop about 90% past the first minutes of interest. Nobody else in this market calls on day-of-intent.
| Action | Rate | Note |
|---|---|---|
| Intent record pulled via API | $0.05 / record | Name, title, company, mobile, email, firmographics included in the record |
| Enrichment append (match + fill our lists) | $0 up to 1M matches/mo | Included in the feed license; $0.05/record beyond that ceiling |
| AI setter talk time (Brooke) | ~$0.10 / minute | All-in; ~3 min with an interested lead, under 1 min with a pass |
| SMS touch | ~$0.01 / message | US routes, ours, no per-seat platform tax |
| Telephony | under $0.01 / minute | Own US infrastructure, no account caps blocking volume |
| Cold email send | fractions of a cent | Infra flat ~$250/mo: dedicated domains + mailboxes, warmed |
| Pace | Monthly ops | 12-month run rate | Booked calls / yr | Cost per booked call |
|---|---|---|---|---|
| Conservative | ~$1,300 | ~$16K | ~500 | ~$31 |
| Base | ~$1,840 | ~$22K | ~1,080 | ~$21 |
| Upside (capacity-capped) | ~$3,000 | ~$36K | ~1,800 | ~$20 |
Plus the $7K one-time build. Every figure derives from the rate card above and the funnel in section 3; assumptions stay tagged.
| How the market does it today | Price | What you get | Basis |
|---|---|---|---|
| In-house SDR team (2-3 setters to work 300 records/day) | $12-18K / mo | Human hours only; they ramp 4-6 weeks, sleep, churn. ~$200-400 per booked call. | Assumed, US market ranges |
| Appointment-setting agency | $3-8K / mo retainer | Or $200-500 per qualified booked call; no intent data, cold lists | Assumed, typical B2B rates |
| Enterprise intent platform, seats only | $70K / yr | Keyword intent per monitored company. No calling, no enrichment loop, no booking. | Measured: our own past spend (receipt below) |
| Deal-origination memberships | $15-30K / yr | Inbound listings and directories; zero outbound engine | Assumed, published tiers |
| The NEXTCAP engine (this brief) | $7K once + ~$22K/yr | Intent + enrichment + AI calling + SMS + email + dashboard + 24h learning loop, ~$21 per booked call, runs day and night | Sections 3-4, tagged |
Per closed client mandate. Not a numbers game. A precision list, enriched, nurtured until the investor is genuinely ready, then booked with the investment banker. Humans take over from there.
Three revenue lines run on the one engine. The first pays the bills from month one; the second is the windfall; the third turns the whole thing into a product.
| Line | What it is | The math | To Luka + Kevin |
|---|---|---|---|
| 1 · Deal origination feesthe base, month one | Booked calls close into advisory clients. Packages re-scoped on the Jul 16 call to $40-80K (avg ~$50K), about $25K to the Luka + Kevin side after the NY partner's 50%. Section 3 keeps the conservative $20-50K July 15 estimate; the gap is upside. | 15 clients / quarter × ~$25K = ~$375K, split 50/50 | ~$62.5K/mo each ($375K ÷ 2 ÷ 3 mo) |
| 2 · Fund-raise success feesthe windfall | When a client's raise actually closes, ~3% of the raise. One term sheet a quarter changes everything. | $100M raise = $3M fee | ~$1.5M / event |
| 3 · Sell the enginethe product | License leads + routed booked calls to other advisories in Kevin's 60-person syndicate. The system self-improves with every call. | ~$1,000 / routed call · 100/mo | ~$100K / mo per buyer |
Line 1 alone, at the conservative end, is the "minimum get-by money" before a single raise closes. Kevin's math on the call, quoted below. Every figure is a projection tagged as such; the closers and the demand are already real.
Partner-safe (no economics, synthetic data): overview, live lead feed, Brooke's setter calls with transcripts, closer calendars with round-robin, investor-outreach mandates, and the 24-hour learning brain. This is "how you receive your leads." Kevin: "if there's a link, that would be amazing."
Open the NEXTCAP dashboard demo →