Yes, Visionary defines and targets specific wish-list profiles.

As part of initial strategy sessions, Visionary supports our clients to identify, 1) their wish-list prospects (Ex. what specific client/investor/strategic partner profile, not just generic categories), 2) strategically why this wish-list is sought, and the particular value proposition for this wish-list, and 3) how to best communicate the client’s business opportunity to specific prospects from this wish-list in the Visionary Network.

Yes, Visionary defines a strategy for secondary relationships sought, and manages the interest that arises from Visionary’s matching process.

The caliber of business relationships in the Visionary Network can bring exceptional value to a business, even if they do not immediately transact, or if they desire to work with the company in a capacity other than Visionary’s arranged meeting mandate.The caliber of business relationships in the Visionary Network can bring exceptional value to a business, even if they do not immediately transact, or if they desire to work with the company in a capacity other than Visionary’s arranged meeting mandate.

Visionary manages this spill over value by qualifying the agenda for a meeting, and if it is outside from the client’s primary mandate, tracking the relationship as a Secondary Priority and allowing our client to decide how they would like to proceed.

Visionary often formalizes a Secondary Priority into our assignment from the outset, and uses the parallel opportunities to work with the company as part of the activation strategy (Ex. contact investors that could also play a strategic role to help a business grow, in addition to asking for capital).

No, Visionary contacts waves of prospects by phone and email, qualifies interest, and arranges a meeting time with agenda. Post meeting our client confirms their desire to proceed with the Lead Introduction.

Visionary does not just email introduce a bunch of people we know. We deliver Lead Introductions: pre-qualified private meetings, based on our client’s sign-off post meeting. Visionary sends our client’s Visionary Member Highlights that clearly summarize the client and their agenda for what relationships they are seeking and why. After a prospect’s initial expression of interest, Visionary makes our client visible by email to share overview materials, and then further qualifies that the prospect has reviewed the Member Highlights/overview materials, and that they desire to take the meeting with a clear agenda. Visionary then uses qualification questions, developed during initial advisory sessions with our client, to understand the relevant business history of the prospect, their motivations to take the meetings and what matched agenda they have (Ex. budget and timeline for a particular service, investment goal to deploy a specific amount of capital within the near term).

After a pre-qualified private meeting, supported to success, Visionary requests our client’s sign off that they would like to proceed to discuss their business opportunity, or not, with the prospect – if yes, the prospect is designated as a Lead Introduction.

Visionary guarantees a quota of Lead Introductions.

Depending on the nature of the business opportunity offered by our clients and the type of relationship sought, Visionary typically guarantees 8-12 Lead Introductions. We have modeled that this benchmark of performance focuses the partnership on an interim pipeline milestone, and delivers a strong likelihood of ROI. If none of these prospects proceed to transact during the engagement, then ROI takes the form of critical feedback from these prospects in the Visionary Network of why the business opportunity needs improvement, and longer-term relationships primed to transact.

Yes, Lead Introductions are part way through the process – Visionary systematically advises on next steps and provides follow up meeting and soundboard support as needed.

Visionary pre-qualified prospects and takes the lead to schedule meetings. For compliance and for Visionary to efficiently focus time arranging additional meetings, Visionary does not attend arranged meetings. Post meeting Visionary debriefs with the prospect introduced acting as a soundboard to gather candid feedback that would not otherwise be quickly available to our client. During the regular Progress Report session Visionary then debriefs with our client and strategizes on next steps. During the course of the engagement, Visionary will continue to support our client with arranging follow up meetings with prospects in the pipeline, and continue to advise on those relationships during our Progress Report review Sessions.

Yes, Visionary’s CRM tracks all relationships and updates an online Progress Reports during regular Review Sessions.

Visionary prepares a spreadsheet summary of the Lead Introductions, prospects ready for introduction, and those reviewing the client's overview materials after expressing initial interest. This Progress Report contains contact details (typically including location, LinkedIn link etc.), as well as the type of prospect (angel investor, family office, large corporation etc.), their status in the matching pipeline, the next steps notes, and archive notes. During the Progress Report Review Session and ongoing via Google Docs review sessions both Visionary and the client can add notes to this spreadsheet that then gets archived via Visionary's CRM.

Visionary devotes a day-to-dayteam to each of our client’s assignments.

Visionary’s offering is a service. Using a team structure, a CRM technology, and responsive opt-in trust network, we are able to offer all of the Supported Access and Advisory deliverables at a very competitive price point.

Visionary's team typically devotes 50+ work hours per month on any given assignment. This team consists of an Account Manager, Associate Researcher and Meeting Arranger, Event Planner, and syndicate of Advisory Partners ready to activate their trusted relationships in the Visionary Network with a client opportunity. As desired by the client, Visionary devotes an Expert Advisory Partner to oversee an assignment and support as a broker.

Visionary joins your team and follows our client’s lead to close on the relationships. Visionary often provides access to a broker to layer that on top of the Supported Access.

Visionary supports conversations during the engagement by following up with prospects to soundboard next steps and arranging a next meeting, acting as a network facilitator not a broker, and following the lead of our client to close. Prospects in the Visionary Network appreciate that while Visionary is motivated to achieve a ‘match,’ we are explicitly not acting as a broker.

From the outset, or during an engagement, if our client decides that a broker is needed, Visionary will additionally arrange meetings with capital/business development brokers and then work in tandem with the broker that the client selects. The broker will be responsible and separately incentivized for advising on, and executing a process to take the lead on successfully closing a transaction. Visionary has a separate business arrangement with these capital/business development brokers, as Members in the Visionary Network seeking advisory clients.

Visionary produces private events to feature a Member’s offering and thought leadership, share a quarterly progress update, and to coordinate group Q&A due diligence. Events provide an efficient format for initial activation, to manage relationships capital, and a closing process.

Visionary Virtual Events are part of a cadence to activate the Visionary Network, generate leads, and to enable prospects to familiarize with the Member. Recorded content from the event allows prospects to request access to watch the ‘virtual 1st meeting.’ For prospects following a Member’s progress, the Virtual Event provides a way to update prospects and determine which are interested to advance in the pipeline towards transaction.

Virtual Events also serve as a mechanism for our Relationship Capital Management of a client’s own contacts and relationships, inviting them into an event endorsed and powered by Visionary, while earning Access Credits for referrals into Visionary.

Visionary manages either an obfuscation of name process, or a Featured visibility process, as desired.

Visionary can obfuscate the name of our client when contacting prospects in our network with match notifications. Once a prospect has expressed interest to receive materials/arrange a meeting, we release the name of the prospect to our client and request their permission to release the company name, and make the client visible.

Meanwhile, for those seeking to build their brand and receive website click-through etc. as part of their access engagements, Visionary announces in waves of outreach to our network that a client has been approved to join the Visionary Network, recommending their meeting opportunity.

Visionary joins your team as a marketing expense line item, just like travel, HR, conference fees etc with the added value of saving time and BDaaS/IRaaS advisory included.

For the above system, Visionary recommends a 3 month engagement with budget depending on the profile of relationships sought. In comparison to hiring an Associate/VP to your business development team, Visionary has priced our offering as more reasonable and with significantly more deliverables, designed for higher ROI.

Visionary is able to credit access as per above if a reasonable ROI goal (mutually determined during our advisory sessions) is not obtained. If an ROI goal is obtained, Visionary’s long-term partnership focused upside is to grow with our client over a continuous engagement to work on the same wish-list assignment, or switch to a new wish-list relationship access assignment.

Visionary indicates to prospective matches in our network that we are both a network facilitator, and an ongoing driver of value to our client’s business. They appreciate that our interests are aligned, should they transact with our client – we are part of the team driving performance ongoing, not a deadweight intermediary.

Any commission or success fees are separately coordinated if a Visionary Advisory Partner broker is additionally involved, as per above.