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A founder at the glass, overlooking the harbour

By Louis Garoz · Founder & Principal, Kadenwood Group

Systems for distribution, conversion, talent, and AI, installed custom to your business.

Remove key-man risk and compound enterprise value, whether you're a founder or a sponsor.

The same systems we run inside Kadenwood, behind $1.2B in aggregate deal volume and multiple 8 figures in profit in 3 years.

Watch first

The Sovereign briefing.

Agenda

We're going to cover a lot of ground.

I'll be as concise as I can to respect your time. What I'm about to share cannot be unseen once you see it.

  • I'm going to give you valuable insight into the modern scaling mechanisms being used right now to create nine-figure enterprise value in months, by single and dual-man teams. Invest the time to go through this in full.
  • The agenda: an actionable overview of the four tenets that run Kadenwood, then exactly how we install them in yours.
  • These are the same tenets behind 10M+ impressions a month at single-digit CPMs and 100 to 500 qualified B2B appointments a week, predictable, fully controlled, for less than most B2B firms spend in a day on ads.
  • Where this goes: get these four right and you don't get a better business. You get out of it. You become what this is named for. Sovereign, the business runs without you, cash-flowing and exit-ready.
  • Then the real game opens: roll up your space, raise a fund, or take the company to market and exit.
A Kadenwood convening

Who it's for

Who it's for.

Built for operators ready to come off the phone, and for the capital that backs them.

  • Founders and operators of 7 to 8-figure B2B service, advisory, and consulting businesses.
  • Series A+ go-to-market leaders: the CMO, CRO, or COO carrying an investor-set growth number.
  • The buy-side: PE GPs, real estate sponsors, VCs, and allocators who want this installed across a portfolio, and the operators of any company they back, startup to middle market.
  • Experienced operators launching a new offer, zero to 7 to 8 figures on a proven framework.

This is for you if you want to

Stop pouring 20 to 40% of revenue into ads and commissions at the high end
Remove yourself from the point of sale
Kill key-man risk and package the business for exit
5 to 10x your prices going up-market
Add mid-six to eight-figure profit by engineering backend fees into your engagements
Own a 100%-controllable go-to-market, run by a lean, sub-10-person team of talent-dense A-players

What you get

Four pillars. One compounding machine.

01

DISTRIBUTION

Intent-based owned top of funnel at single-digit CPMs

02

CONVERSION

Multi-call close, $25k to $200k upfront, 7 to 8 figure backends

03

TALENT

A-tier closers placed, founder off the phone

04

THROUGHPUT

Agentic fulfillment, under 20 hours a week

The compounding outcome

REVENUE VELOCITY

The metric acquirers price on

ENTERPRISE VALUE

Margins up, key man risk gone

EXIT

Kadenwood takes you to market

  • Distribution — hyperscaled, at single-digit-dollar CPMs. 10M+ impressions a month, 100 to 500 qualified B2B appointments a week, 40% booked same-day, for less than most firms spend in a day on ads.
  • Conversion — a proven enterprise sales process that closes $25k to $200k upfront while positioning 7 to 8-figure backends. Built on 4,000+ calls and 300+ B2B firms trained, closing cold prospects in 2 to 3 weeks.
  • Talent — sourced, trained, and incentivized to fill key gaps across sales, operations, data, and AI engineering. A pre-vetted bench that ramps to KPI in 1 to 2 weeks; we've built dozens of 7, 8, and 9-figure teams.
  • Throughput — the Elon algorithm and agentic AI, so a lean team runs it all and you work under 20 hours a week. The same agent suite I built across Kadenwood in five months.
  • Then I show you how it all comes together, and exactly how we install it for you.

Track record

Operator first.

$128M

first deal, closed in 3 weeks

$1.2B+

in transactions

$100M+

revenue generated

8-figure firm

in under 2 years

  • I didn't theorize these tenets. I arrived at them through trial and error, across a lot of my own money and a lot of reps. They're tried, true, and repeatable.
  • I started in marketing and sales. Over eight years I spent millions of my own money on ads and generated $100M+ in revenue for myself and my clients, across nearly every industry and stage, startups to Fortune 500s: real estate, deep tech, PE, private credit, insurance, logistics, oil and gas, energy. You name it, I've operated in it.
  • That edge put me in the room with two mentors from the top of high finance, who showed me how money actually moves at the top: up-market positioning, ultra high-ticket selling, backend performance fees.
  • So I took the distribution-and-sales machine I'd built in marketing and pointed it up-market.
  • July 2024, I started Kadenwood. The first transaction, $128M, closed in three weeks.
  • Since then, $1.2B+ in transactions across the lower-middle market globally, and I built Kadenwood into an eight-figure firm in under two years.
  • Over the last five months I built a full suite of autonomous agents running the firm's back end and fulfillment, with one north star: sales first.
A Kadenwood working session

Talent from

Moelis & CompanyMorgan StanleyJ.P. MorganUBSGuggenheim PartnersBank of AmericaMacquariePwCTD SecuritiesCIBCCanaccord

Proof

The same framework, far outside finance.

We've worked with 300+ founders and sponsors. Here are a few that show what the system does in the field.

Vincent Possehl

Vincent Possehl

Evvolve & Partners

Evvolve & Partners logo

From zero, starting his firm, closed multiple six figures in his first month with us; earned $7M in backend fees within five months.

Jamil Velji

Jamil Velji

Regalis Capital

Regalis Capital logo

Zero to $4.5M in 2025; now packaging a $100M exit for 2027.

Arman Shaz

Arman Shaz

GLP-1 compounding pharmacy

Built a GLP-1 compounding pharmacy to $5M in his first year; now ~$1M a month. Packaging toward an exit: building the manufacturing supply chain and R&D for custom robotic solutions, targeting a $1B exit within two years.

Bernardo Mendes de Almeida

Bernardo Mendes de Almeida

Avalanche Capital

$150K in his first five weeks; $2B+ in deal experience; running a fundraiser targeting an exit in 2027.

Brendan Choi La Rosa

Brendan Choi La Rosa

Ciaan

$6M on a single real estate transaction within four months.

Riccardo Ricci

Riccardo Ricci

Ricci Capital

Ricci Capital logo

Exited his solar company for multiple eight figures; his team has since closed billions in transactions.

Aryan Mahajan

Aryan Mahajan

Gerra

Gerra logo

Won AI-deployment engagements with BCG, Coca-Cola, and BMW; sold $100K+ engagements into quant funds, AI labs, and robotics companies.

Matis Clouet

Matis Clouet

The Ecosystem

The Ecosystem logo

Zero to $300K a month in four months, selling our same systems into the French market.

Pillar 1

Distribution

Achieving single-digit-dollar CPMs in a world at war for attention.

10M+

impressions/month

100–500

qualified B2B appointments/week

40%

booked same-day

  • The offer is no longer the moat. Anyone with a Claude subscription can rebuild your product, your case studies, and your credibility in a weekend.
  • What's left to compete on is distribution and sales. A great offer dies without them.
  • In a distribution war, one thing decides it: who reaches their market at the lowest viable CPM in their segment. That's what we engineer.
  • Sophisticated, compliant, brand-safe. We don't spray and pray, and we don't blast a list.
  • We point the data engine at your exact SAM, the slice of your market that can actually buy: a 700M-contact database, custom MCPs we built for PitchBook, Apollo, and LinkedIn, plus scrapers for Google and the AI platforms.
  • A client-specific intent-signal agent watches the trigger events, funding, hiring, leadership changes, tech-stack moves, expansion, M&A, regulatory shifts, scores accounts, and surfaces who's in-market right now. Volume of precision.
  • The whole stack runs about $3k to $5k a month at scale. A world-class go-to-market machine for the price of one junior hire, against the 20 to 40% of revenue sales and marketing eats at the high end.
  • The real unlock isn't leads. It's revenue velocity, the speed your revenue is climbing, and that's what an acquirer pays a premium for. Two companies at the same run rate don't fetch the same valuation; the faster-growing one wins.
The desk, overlooking Coal Harbour
ChannelUnit economicsThroughputEffective cost
Email4¢/inbox per month, $10 to $12/domain per year, 100 inboxes/domain300k to 400k per day at ~80% inbox~17¢ CPM
LinkedInSales Navigator $10 to $25/contract, stacked via enterprise relationships200 InMails/day per account, 50 to 100 accountsVery low CPM, 100% deliverability
SMS~4¢ enrich plus ~1¢ sendMass, carrier-compliant at scale~5¢ per text
AI dialing~$0.10 to $0.15/min all-in24/7, infinite parallel, any marketvs $0.50 to $1+/min for a human SDR
Organic~$0 paid media (owned)400k to 500k views/month~$0 vs $80 to $250 ad CPM
Referral / affiliateRev-share or finder's fee, no media costWarm intros at scale via partner booksPay on performance, highest trust
World-class stack, all-in: roughly $3,000 to $5,000 per month.
ChannelStrengthsTrade-offs
EmailCheapest CPM, massive volume, 40% same-day booking, total controlData sourcing must be solved, 3 to 4 week warm-up, infrastructure to manage
LinkedIn100% deliverability, active-profile targeting, guaranteed impressionPer-account caps (solved by stacking), account sourcing
SMSImmediacy, skips inbox noiseHigher cost per touch, data-enrichment dependent
AI dialing24/7, infinitely scalable, never tiresNeeds sales-data training to sound human
Organic~$0 media, compounds over time, builds brand and inboundSkill-dependent, slow to compound, not an instant lever
Referral / affiliateHighest trust, warm intros, pay only on results, partners already own your marketSlower to stand up, needs partner outreach and deal terms, less volume control
INBOX

4¢ / mo

10 emails/day

DOMAIN

100 inboxes

1,000/day, $10 to $12/yr

FLEET

400 domains

40,000 inboxes

VOLUME

400k / day

~80% inboxing

EFFECTIVE

~17¢ CPM

excluding data

THE GATE

The data engine

Without 700M contacts and the intent agents, none of it runs

Pillar 2

Conversion

Proven and optimised enterprise sales process: collapsing the median time to close, from cold to cash collected, to two to three weeks.

  • 4,000+ sales calls over eight years. I've personally closed individual deals up to $200k upfront; my team up to $250k, paid in full.
  • Trained 300+ B2B firms to close high-ticket. I peg high-ticket at $15k+ upfront.
  • The process is so defined I can walk into a market I've never sold, with zero case studies, and get five figures handed over after one hour. Same process we run at Kadenwood.
  • Up-market enterprise selling: diligence, alignment, respect. Not high-pressure closing.
  • Get every senior stakeholder in early. If you don't, whoever you spoke to has to sell it internally for you, and that long negotiation tail is where deals die.
  • Between the deep-dive and the terms call, you don't send a proposal. You send a hyper-targeted, intent-based research report on their exact situation, produced autonomously in hours, the same engine behind Kadenwood's board documents. They get that you understand their business better than any competitor before they've paid a dollar. That's what closes.
  • It's built to position the 7 to 8-figure backend that follows the upfront engagement, where the real economics live.
  • We build it, we don't just teach it: scripts, objection handling, training manuals, process docs, and the backend systems that run it. The process and the software are one system.
An enterprise diligence session
Inbound

Inbound lead

Preliminary diligence material sent, up-market B2B shows up

Call 1

Diligence and solution frame

Discovery, solution stack, identify the stakeholders

Review

Review document

Pulls every senior stakeholder onto call two

Call 2

Deep dive and custom solution

The full problem set, scoped to them

The report

Intent-based research report

Institutional grade, produced in hours, autonomously. This is what closes.

Call 3

Commercial terms

Specifics and terms, your senior team present

Close

Negotiation to close

Email until signed

The eight constants every report answers

01

Market context

How big the opportunity is, and which way it is moving

02

Timing

The headwinds and tailwinds. Why now

03

Competitive landscape

Who else is here, and where the white space is

04

The demand universe

Who will pay, segmented and prioritized, and who is in-market now

05

Comparables and benchmarks

The numbers they will be measured against

06

Gap analysis

Where they are now versus where they could be

07

Risk and mitigation

What could break the outcome, and how to neutralize it

08

The recommended path

The solution, the economics, the timeline

Pillar 3

Talent

Filling key gaps in the operating team with A-player talent across sales, operations, data, and AI engineering.

  • We map your org chart and identify exactly which roles need filling: sales, operations, data engineers, and the AI engineers who power Pillar 4.
  • We've built and placed hundreds of people across dozens of 7 and 8-figure teams, some 9-figure.
  • We hire for personality traits, not experience. You can teach our process fast; you can't teach traits. So we invert it: hire the traits, teach the process. A better resume with bigger logos but no traits loses to someone who has them, every time.
  • For high-ticket sales specifically, it's primal: status, positioning, and power dynamics, less about reframes and objection-handling. We keep a pre-vetted bench of closers who already carry the traits, ~90% hit-rate, deployable day one.
  • On engineering, we have deep relationships across the SF tech community, so we source and place world-class data and AI engineers, the people who actually let you run Pillar 4. Where you already have a team, we train it up, we don't rip it out.
  • Incentives have to be uncapped to keep A-players: ratcheted percentage on revenue and cash collected, overrides on their downline, and participation in the backend success fees.
  • That backend is the point: Kadenwood is an eight-figure firm on one to two transactions a year. Upfront fees run $80k to $500k a month, but the majority of revenue and nearly all the profit comes from success fees. If you're up-market B2B, there's always a way to engineer backend fees in.
The team
01

TRAITS

Behaviors that predict success. Innate, and slow to teach.

02

PROCESS

Defined and repeatable. Fast to teach.

03

DAY ONE

Traits plus process. Producing almost immediately.

The full operating team we place

A-TIER SALES

Closers who carry the traits

OPERATIONS

Run the back end

ENGINEERING

Build the software

GTM ENGINEERS

Wire the machine

FOUNDER OFF THE PHONE

A self-running organization you own

Pillar 4

Throughput

One agentic app per function, until the business runs without you.

  • Once distribution explodes top of funnel and the closers are signing, the bottleneck moves to fulfillment: how do I service all of this? You solve it with software, not headcount.
  • We apply the Elon algorithm to fulfillment first, then every function: question, delete, simplify, accelerate, automate. One agentic app per function, until only human-to-human interaction remains.
  • That removes you from the day-to-day, takes you under 20 hours a week, kills key-man risk, and makes the business exit-ready.
  • This isn't a plug-in. It's the deep build: real agentic software engineered to spec around every function, a three-to-six-month-plus process. What you walk away with is a permanent, owned system that runs the business without you.
  • Proof it's real: end of 2025, the founder of Polsia reportedly built it to a $250M valuation in months, $1M recurring in 30 days, with zero employees but him, nine AI agents running coding, research, outbound, ads, support, and sales. One human, nine agents, a quarter-billion-dollar valuation. That's not the future. That's now, and it's exactly what this pillar installs.
  • The same agent suite I built across Kadenwood in five months.
01

QUESTION

Question every requirement, make it less stupid

02

DELETE

Cut steps and edge cases. If you are not adding 10% back, cut more

03

SIMPLIFY

Optimize and streamline what remains

04

ACCELERATE

Speed up the cycle time

05

AUTOMATE

Apply technology last. Most people automate a broken process

For private capital

Run this across a portfolio.

Sovereign installs the four pillars inside one business. For PE firms, independent sponsors, family offices, and allocators, the same capability deploys across two surfaces in one engagement.

The squeeze on returns

12%

EBITDA growth now needed to clear PE hurdles, up from 5%.

Bain, 2026

84%

of PE firms have appointed a Chief AI Officer.

EY, 2025

95%

of enterprise GenAI pilots show no P&L impact.

MIT, 2025

At the fund

Operating leverage across the firm. Compress diligence, IC prep, portfolio monitoring, and LP reporting, so the team carries more throughput and decision velocity without adding headcount.

Up to 70% lower document-processing cost across origination and diligence (EY, 2025).

In the portfolio

EBITDA expansion in every company. Our engineers and operators ship agentic AI into finance, sales, operations, and exit readiness, tuned to KPIs agreed before the engagement.

2x ROIC for portfolio companies that systematically deploy AI versus non-adopters (BCG, 2026).

The mandate is set, the bar is higher, and the execution gap is the only thing left to close. Sovereign closes it, asset by asset.

Figures are the cited research's findings under well-deployed conditions, not a Kadenwood guarantee. Results vary by firm, sector, and asset.

The result

A business without key-man risk.

A business without key-man risk. Revenue velocity and throughput up, enterprise value compounding, and the company positioned for a competitive exit at optimal multiples.

  • Put the four together and here's what you've built: top of funnel that's effectively free and fully in your control. A sales team closing larger engagements without you on the phone. Backend fees engineered into every deal. Software running the front and back end, so a lean team services all of it.
  • You're working under 20 hours a week on a business that no longer depends on you, and every one of those systems is a tangible asset that raises enterprise value.
  • Now the real game opens up: roll up your space. Spin up a new division. Raise a fund. Partner with a family office. Bolt on competitors for a bigger exit. Start something new.
  • Or ride off with a cash-flowing asset you only touch if you want to.
Sovereign

The offer

The offer is Sovereign.

A bespoke install of all four pillars into your business, done for you, scoped to you.

  • We map exactly how the four pillars apply to your situation, then build and staff only what you need: place and train salespeople, place tier-1 operations and engineering talent, map fulfillment and build the agentic software, with hires, contractors, or our own team.
  • You get our entire team and direct access to me, plus the keys to the machine: all our custom software, our MCPs, our proprietary databases including the 700M-contact engine, and our pre-vetted talent pool. Everything we spent years and millions building, custom-fitted to your business and operating inside it. When you exit, the buyer acquires the machine too.
  • Engagements run $25k to $150k, scoped to the depth of the build. Weigh that against what it does to the company: owner-dependence is one of the largest discounts a buyer applies, 15 to 20%, up to 30 to 50% where the founder is the rainmaker. Founder-run firms trade around 3x EBITDA; professionalized, with you off the point of sale, the market re-rates toward 5x and up. On an 8-figure business, that swing can be worth many times the entire engagement. (Market mechanism, not a Kadenwood guarantee.)

Every build also includes

  • Full data tracking and reporting across the outbound systems and the sales team.
  • Integration of your existing CRM and tech stack.
  • A complete material audit and gap build, including tuning your website funnel.

Timeline

Top of funnel live in week one; your placed BDR/SDR and closing team live by week two, full speed by weeks four to five; fulfillment automation as the deep build, scoped to your complexity.

We install this for a maximum of eight clients a month. That's the ceiling of what we can build properly.

Multiple bands per IBBA Market Pulse, Q3 2025; owner-dependence discount per Strategic Exit Advisors and Stange Law, 2026.

The diligence call

Here is exactly what happens.

And the first call is a diligence session, not a sales call.

01

Before the first call

We send you a diligence package, and we ask you to do the same.

02

The first call

Not a sales call, a diligence session, both sides running discovery. You speak directly with my team, the people who understand the depth of what we do and can speak to specifics. Once we've covered your situation, we take you a level deeper into the model, the four pillars, and what we'd install for you.

03

The deep dive

If there's mutual fit, we bring the rest of your team in for a full deep-dive and close any remaining gaps. We provide references, case studies, and our full material set, so your team can vet us as thoroughly as we vet you.

04

The bespoke solution

If it makes sense, our team methodically builds a customized solution scoped to your business. Then logistics and terms, and if it works for both sides, you become an advisory client and we engage.