Locatix + Your Team
Mandate & disclosure
Align on economics, materials, disclosure strategy and who takes meetings when interest opens.
Off-market origination
Originate $1M+ capital, partnerships and projects off-market.
We open and qualify principal-level conversations for capital raises, engineering and technology partnerships, and project or asset mandates - including carbon and infrastructure. Your team takes over when there is credible interest.
Off-market
Capital, projects, JVs & partnerships
Principal-level
Counterparties - not enterprise buying committees
Handoff-ready
Qualified introductions with context to act on
Trusted by technical firms to open complex enterprise and principal-level conversations.
Loading logos…
The operating model
From mandate to qualified introductions
We map the counterparty universe, open and qualify principal-level conversations, and coordinate introductions - with live tracking across the agreed target list.
- Locatix
Counterparty universe
Structure and prioritize investors, engineering and tech partners, project counterparties and other targets against the mandate - not generic lists.
- Locatix
Open & qualify
Open principal-level conversations, qualify interest and capture notes your team can act on.
- Locatix + Your Team
Introductions & handoff
Coordinate introductions with context; your principals and advisers own diligence and negotiation.
- Locatix
Track & iterate
Live transaction tracking and iteration across the agreed target list until the mandate is met or reprioritized.
When it fits
Principal-level transactions, not product sales
When the mandate is capital, an engineering or tech partnership, a project or asset counterparty (including carbon), a JV or alliance - with a defined target list, principals available to take meetings, and typically suited to $1M+ mandates. Not for lead generation or generic outreach.
Capital & financial
Raising capital, funding assets or sourcing investors and financial counterparties around a defined mandate.
- Structure and prioritize the investor and capital universe
- Open, qualify and progress conversations through the mandate
Engineering & tech partnerships
Strategic engineering, technology and ecosystem partnerships - alliances and co-development outside a public process.
- Map engineering, technology and ecosystem partner targets
- Open and progress principal-level partnership introductions
Projects, carbon & assets
Infrastructure and project identification, carbon-credit and asset mandates, and other off-market project counterparties.
- Map project, carbon and asset counterparty targets
- Open and qualify off-market project conversations
What we need from you
A credible mandate with enough substance to originate
Clear economics or partnership logic, credible materials and access to principals so conversations can progress when they open.
Mandate brief
- Raise, partnership or project scope
- Economics or strategic value
- What success looks like
- Commercial or technical proof
Disclosure strategy
- What we lead with
- Disclosure timing
- Sensitive and competitor exclusions
Mandate materials
- Existing profile or one-pager
- Concise deck or landing page
- Supporting diligence materials
Enough information to create interest without putting the full opportunity into the market.
Roles & ownership
What we own vs what you own
We originate and qualify principal-level conversations. You and your advisers own the relationship, negotiation and transaction.
What we own
- Transaction universe and counterparty mapping
- Counterparty research and prioritization
- Opening and qualifying principal-level conversations
- Introduction coordination with context
- Live transaction tracking and progress notes
- Iteration across the agreed target list
What you own
- Mandate definition, economics and disclosure strategy
- Mandate materials and access to principals
- Relationship ownership after introduction
- Diligence, negotiation, legal and contracting
- Advisers for securities, valuation, partnership structure or project delivery
- Closing, funding and project delivery
What you get
Qualified principal-level introductions with context your team can act on
Counterparty mapping, qualified conversations and coordinated introductions - with enough context for your team and advisers to take the next step.
- Transaction universe
- Counterparty research
- Counterparty engagement
- Qualification notes
- Live transaction tracking
- Introduction coordination
Commercial structureEngagements are scoped per mandate and typically combine a fixed engagement fee with agreed success-based upside where appropriate. Success-based compensation tied to securities or other regulated transactions requires appropriate legal review before engagement.
Commercial track record
Principal-level access across technical markets
Origination mandates stay confidential by design, so we do not publish named project-origination case studies here. What we can show publicly is adjacent commercial work - pipeline and authority engagements that demonstrate how Locatix opens senior conversations across enterprise, government, defense, infrastructure, and technical markets.
Browse related case studiesGet started
See if external origination fits your mandate
Schedule a 45-minute discovery call to review the mandate, target universe and whether origination is the right fit.
Frequently asked questions
Common questions about external origination and how we scope mandates.