controlthrive offerings · PA-OS closed beta

Take the product, or have us run it beside you.

controlthrive builds one product: PA-OS, the operating system for placement agents, now in closed beta. A small number of firms would rather have the outcomes than adopt new software — for those we operate the same five pillars ourselves, founder-led, on their data and under their name. Both lanes are described below.

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Experience across
BBVAKPMGPwCFintonicMinsait MVV Capital Partners
01 Commercial offers

A product, and a partner.

Studio engagements start as a paid pilot — proof in week one — then move to a month-to-month operate-and-improve subscription. Cancel anytime, full data portability, no lock-in.

Product · Closed beta

PA-OS for placement agents

Boutique placement agents, capital advisory firms, independent sponsors

A firm-owned operating layer for the raise, built on five pillars: search, standardization, matching, campaigns, and reporting. Standardize the book, match investors with evidence, draft outreach for approval, and prove the work every month.

  • CRM import, mapping, dedupe, and persistent review decisions
  • Deck-to-mandate intake with provenance on extracted fields
  • Investor matching, relationship memory, and campaign-ready handoff
  • White-label activity reports that justify and defend the retainer
Operated · the narrow lane

We run the pillars beside you

Firms that want the outcomes now, without adopting new software

We design and run the systems behind the five jobs that decide a raise — investor search, standardization, matching, campaigns, and reporting. Your judgment, encoded in software that compounds, with a human review gate on everything that leaves the firm.

  • Live mandate coverage — every target arrives with evidence you can open
  • A typed investor book that compounds and feeds the CRM you already run
  • Staged outreach drafts — nothing sends without your approval
  • You own everything the system produces — exportable in full, anytime

A third lane exists for firms with their own engineering bench: bespoke builds with full IP transfer, priced 5–10x standard. If that is you, ask.

02 Why this is credible

The offer comes from working software, not slideware.

The private capital work has already forced the important product lessons: standardization has to precede matching, relationship memory has to be portable, evidence has to be visible, and automation has to stop before regulated or relationship-sensitive action leaves the firm.

12.5k contact universe

Investor matching in production

Atlas reduces a private capital advisory universe into ranked, reviewable shortlists using hard exclusions, champion selection, weighted fit scoring, and LLM notes reasoning.

Closed beta

PA-OS product foundation

PA-OS turns the placement agent business model into software: sourcing search, data standardization, deal-investor matching, campaigns, and reporting under human control.

5 operating loops

Campaigns, run as an operating loop

The outreach engine behind the campaigns pillar runs a finite named-account universe through signals, plays, replies, and learning, with suppression and draft-never-send approval as hard rules.

03 Operating model
The missing layer

Your compliance chassis keeps you registered. Your CRM keeps names. The operating layer runs the raise.

Regulatory chassis Broker-dealer, AR, approvals, disclosure
CRM and memory Contacts, companies, notes, history, ownership
controlthrive layer Mandate intake, matching, drafts, reports, review queue
Every claim carries a receiptHuman approval gates external actionRelationship memory stays firm-ownedDeterministic where safety matters
04 Client perspective

“Servando is unusually strong at operating in ambiguity. He can take raw, unfiltered business context, understand the underlying need, and move into execution fast without needing a lot of process, templates, or back-and-forth clarification. What makes him especially valuable is that he combines high agency, real business understanding, and strong AI engineering capability. He quickly grasped the complexity of MVV's business and delivered not only software that addressed it, but also a true 1:1 partnership and technical guidance across every stage of development.”

Misha Vasilchikov Managing Partner · MVV Capital Partners
05 Next step

Bring the workflow. I will help turn it into the first useful system.

Best starting points: a placement-agent book that needs standardizing, an investor targeting workflow, a mandate that needs coverage, or a reporting bottleneck that puts the retainer at risk.

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