Guides
Plain-English playbooks.
Short, practical explainers on how introductions actually work — what the matcher scores, how to write a mandate that lands real counterparties, and how to protect both sides before the data room opens — each linked to the templates that put it into practice.
General information only, not legal or investment advice. Engage qualified counsel in the relevant jurisdiction before acting.
How matching works
What happens between you registering a profile and a confidential introduction landing in your inbox — how CapitalConnect maps mandates to opportunities, what the matcher actually scores, and where the human judgement sits.
Read guideWhat a good mandate looks like
The single biggest driver of a useful match is a sharp mandate. What to put in (and leave out) of an investor mandate or a sponsor raise so the engine can route you to real counterparties instead of noise.
Read guideConfidentiality in introductions
An introduction means sharing sensitive information — a sponsor's deal and a data room, an investor's mandate and identity. How to protect both sides (and the introducer) with the right NDA before anyone opens the data room.
Read guideFrom introduction to term sheet
The journey from a confidential introduction to a signed, non-binding term sheet — the documents in sequence, what is binding and what is not, and how the introducer's fee is protected along the way.
Read guideReady to put a guide into practice? Prepare the matching document in minutes.
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