SourcingWalkthrough

Set up expert calls for diligence

A PE/IB/investor diligence workflow, end to end. We ask to chat founders and CEOs of US elevator-maintenance companies; xhuman previews matches, pins down what you want to learn and your goal, confirms the sourcing criteria, and drafts the short screening questions each expert answers to prove first-hand fit. It captures the call details (length, rate, availability, payment on file) and your NDA / compliance terms, then launches — sourcing, reaching out, onboarding, and screening experts, and surfacing vetted, fit-scored matches for you to approve before calls are scheduled.

expert callprivate equityinvestment bankinginvestorsdiligence

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