Custom origination intelligence for capital markets institutions
Signal-led counterparty origination
I build signal monitoring systems for origination desks in clearing, OTC, brokerage and digital asset markets.
They identify counterparties entering a likely review point for hedging, clearing or trading relationships, using fragmented public signals that are not organised for origination by default.
Your origination efforts are then focused on the highest-value opportunities, at exactly the right moment.
The origination challenge many desks face:
Institutional data platforms deliver the same intelligence to every competitor simultaneously
By the time an opportunity appears in Bloomberg or a mainstream data feed, it's already visible to the whole market
Outreach is reactive rather than early - reaching firms already in the market and evaluating multiple providers
Early origination intelligence that your competitors aren’t monitoring.
Market intelligence monitoring 🔍
Custom monitors scanning for events that indicate an institution is entering a new buying window.
Configured around your specific market and counterparty profile. Outreach-ready alerts delivered directly to your desk - your team engages from there.
Designed around desk-level origination priorities, with monitoring logic tailored to your market, counterparties and trigger criteria.
Optional origination support ✉️
Where appropriate, I can also support first-touch outreach built around the underlying signal and commercial context.
This is offered selectively and only where it fits the desk’s preferred operating model.
Recent engagements
-
Signal Requirement:
My client - a retail management software company - wanted earlier visibility of prospects opening additional locations, as new site expansion often creates operational complexity their platform is built to solve.How it works:
Scans UK planning application notices for new store applications
Monitors local news for premises opening announcements
Checks location and store-finder pages across the target market
Scores each account against the client’s ICP
Qualified expansion alerts feed directly into the SDR team’s outbound workflow.
-
Signal Requirement:
The signal most-relevant to my client is decision-makers moving from companies already using HubSpot into organisations that do not, creating a strong trigger for implementation support.How it works:
Tracks relevant commercial and marketing job moves
Scans previous and new employers for HubSpot usage signals
Layers in funding data to prioritise higher-potential accounts
High-priority alerts trigger outbound to decision-makers with a credible reason to consider HubSpot adoption.
-
Signal Requirement:
This care software client had seen that certain CQC inspection outcomes often preceded demand for their platform.How it works:
Scans newly published CQC reports each day
Ingests full report text as it appears
Uses LLM analysis to detect language linked to likely buying triggers
Scores each organisation against the ICP
Relevant reports trigger targeted outbound when inspection findings suggested a likely buying window.
Origination intelligence configured around your market
Early visibility of the right opportunities
Outreach timed to events and activity that indicate an institution is entering a new commercial or risk-management requirement - before they are visible to the rest of the market.
No internal resource required
Monitoring, filtering and preparation are handled externally, so the desk receives a concise set of commercially relevant opportunities rather than raw research, with no manual research process on your side.
Bespoke to your counterparty profile
Configured around your specific market, asset class and origination objectives - not a generic data feed. The sources, qualifying criteria and alert format are all bespoke to you
Typical engagement structure:
An initial setup fee covers workflow build and validation, with a monthly fee for ongoing monitoring.
Typical setup costs are in the low five figures. Monthly fees start from the low four figures. Success-based pricing can also be discussed where it fits an existing internal commission framework.
No long-term contract. Initial setup fees are refundable if validation fails.
Custom event monitoring for origination teams in institutional capital markets
My background combines commercial intelligence, workflow automation and outbound origination.
Working with clearing desks, OTC trading teams and digital asset businesses to surface origination opportunities that aren't systematically monitored by mainstream data platforms.
I work with a limited number of clients at any one time and do not build overlapping signal programmes for direct competitors within the same market segment.
