Advisory & Research Firm

Qualified introductions to your ideal clients.

Caldenmoore is an advisory and research firm that identifies, vets, and introduces qualified prospects to B2B companies across industries. We handle the research and outreach. You receive warm introductions to clients ready to engage.

Schedule a Partner Call How would this work for me?

$85K – $105K

Typical new revenue per engagement

9 industries

Active verticals, 2023–2025

< 60 days

Average time to first results

How It Works

Simple by design.

Define your ideal client

We learn the profile of clients you serve best — industry, company size, geography, and the specific situations where you add the most value.

We identify and vet matches

When a company or individual fits your profile, we verify intent, fit, and readiness before any introduction is made.

Receive warm introductions

You meet qualified prospects with full context already in hand through a warm introduction made by us over email. No wasted conversations trying to figure out who's ready to buy.

Your Signal Strategy

See exactly how we would find your clients.

Tell us who you serve and we will show you which signals we monitor, how we pre-vet, and what a client profile we have worked with that matches your business.

Describe your business and who you're trying to reach

ex: recruitment firm · healthcare IT vendor · wealth manager · industrial automation · SaaS

Signal Intelligence

How we find the right prospects.

We monitor a network of public and proprietary signals that surface qualified buyers at genuine inflection points — before they have found a vendor.

Hiring Intent

Job postings for VP Sales, Head of Revenue, and RevOps roles at 50–500 person companies correlate with active vendor evaluation within 60 days of the first listing.

SaaS, technology, services

Funding & Growth Events

Series A/B announcements signal a 30–90 day expansion sprint. PE platform acquisitions signal immediate add-on sourcing and vendor onboarding across portfolio companies.

Venture-backed & PE-owned companies

Staffing Firm Triggers

ATS purchases, job board spend increases, and LinkedIn Recruiter license expansions signal a recruiting firm entering a growth phase with new placement targets.

Staffing, recruitment, RPO

Healthcare Procurement Cycles

EHR migration announcements, CMS compliance deadlines, and GPO contract renewals open 60–120 day evaluation windows for healthcare IT and services vendors.

Healthcare IT, medtech, clinical services

Leadership Transitions

C-suite and VP-level departures trigger vendor reviews within 30–90 days as incoming leaders audit existing relationships and establish new supplier preferences.

Cross-industry

Entity & Expansion Filings

New subsidiary registrations, state business license filings, and geographic expansion announcements surface companies entering new markets with immediate advisory and vendor needs.

Multi-market operators

Who We Work With

B2B companies that compete on relationships.

We work best with businesses where a single qualified introduction can materially change the quarter. Across verticals, the pattern is the same: the right conversation at the right time.

Staffing & Recruitment

Firms growing placement volume that need consistent access to HR directors and hiring managers at scaling companies — not job boards, but real conversations.

SaaS & Technology

Software companies targeting defined buyer personas in competitive markets where pipeline quality matters more than pipeline volume.

Healthcare & Life Sciences

Medical technology, health IT, and clinical services businesses navigating complex procurement cycles and multi-stakeholder buying committees.

Financial & Advisory Services

Wealth management, fintech, and professional services firms requiring pre-vetted introductions to qualified individuals and organizations.

Why Caldenmoore

Built for businesses that value their time.

Pre-vetted, not prospected

Every introduction has been verified for fit, intent, and readiness. You receive qualified conversations, not a contact list.

Context-rich handoffs

Before you speak with anyone, we brief you. You know the situation, the opportunity, and what the prospect is looking for.

Engagements that move the needle

We focus on introductions that can materially change a quarter — not volume for the sake of activity metrics.

No prospecting overhead

No marketing budget. No SDR team. No cold calls. The only overhead is taking the introduction.

The Difference

How most businesses grow, and how our partners do.

The traditional path to acquiring qualified clients is slow, expensive, and unpredictable. There is a better model.

Traditional Approach

Build a referral network over years
Run expensive marketing campaigns
Hire business development staff
Attend conferences and events
Chase introductions that may not close
Manage pipeline with uncertain quality

With Caldenmoore

Define your ideal client profile once
Receive introductions as they become available
No overhead, no campaigns, no headcount
Pre-qualified before the first conversation
Full context delivered with every introduction
Pipeline that reflects real intent and fit

Results

What our partners have built.

Across nine industries. Client names withheld under NDA.

Industrial Automation

$85K

revenue added

in under 60 days

Identified and introduced key decision-makers at target accounts, resulting in signed contracts ahead of forecast.