PRIVATE MARKETS ADVISORY · LONDON, HONG KONG, ABU DHABI & NY

Shepherd Gate mapped 2,400 global institutional allocators and family offices in 14 minutes for $63.63.

How private markets advisory firm Shepherd Gate uses Sorzio inside Claude MCP to enrich global family offices and credit funds, match capital mandates with Decision Mode, and share 1-to-1 Hosted Links briefs.

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Claude MCP + Hosted Lists

ROWS

2,400

SPEED

14 min

COST

$63.63

shepherd-gate.comOUTCOME SUMMARY · EXECUTION STACK

Claude MCP

Anthropic

$63.63Flows Pricing vs Clay

CHALLENGE · BEFORE SORZIO

Associates spent weeks reading allocator websites across London, Abu Dhabi, Hong Kong, and New York to check ticket sizes.
Static investor databases carried stale sector tags, causing off-mandate outreach that partner-led processes cannot afford.

OUTCOME · SUCCEEDED ROWS ONLY

Crawled 2,240 live allocator sites and LinkedIn pages, narrowing to 680 exact mandate matches via Decision Mode.
Published 680 partner-grade 1-to-1 Hosted Links briefs for $0 upfront, logging 190 verified principal opens.

What changed after the first run.

680 / 2,400Mandate-aligned allocators isolatedScored sector thesis, geography, and check structure via Decision Mode

14 minFull cross-border investor map runtimeReplaced two weeks of manual associate tear-sheet preparation

$63.63Total Sorzio bill including 190 brief opens$0 upfront on all 680 published 1-to-1 Hosted Links briefs

EXACT FLOW & COST MATH

Step-by-step run receipt.

6-page Website + Company LinkedIn Enrich

Website Enrich ($0.006/URL) + Company /company/ ($7.50/1k)

Extracted direct investment mandates, recent portfolio deployments, and regional office presence across four hubs.

VOLUME

2,240 live allocator domains & firm pages (160 dead skipped at $0)

RATE

$0.006 + $0.0075 / row

LINE TOTAL

$30.24

Decision Mode Mandate Thesis Gate

typesafe-ai/jev-1.14.0 calibrated 3-way routing (keep / reject / unsure)

Eliminated passive LPs, seed-only micro-funds, and off-sector mandates with explicit evidence quotes per firm.

VOLUME

2,240 allocators > 680 mandate matches kept

RATE

$1.00 / 1,000 rows

LINE TOTAL

$2.24

Grounded Briefs + 1-to-1 Hosted Links

Verified AI synthesis + Hosted Links ($0 publish, $0.15 first human open)

$2.65 in grounded brief fields plus $28.50 across 190 verified human investor opens; security scanners billed $0.

VOLUME

680 custom briefs published > 190 principal opens

RATE

$0 publish · $0.15 / open

LINE TOTAL

$31.15

“In private capital advisory, sending a poorly matched mandate to a family office or institutional credit desk burns years of trust. Sorzio let us read 2,240 allocator sites and LinkedIn pages inside Claude, filter down to 680 verified thesis matches, and see which principals actually opened our brief, all in 14 minutes for $63.”
Sam Christey
Founding Partner, Shepherd Gate (shepherd-gate.com)
TOTAL BILL · $63.63

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