Funds and advisory

For partners who own the quarter.

The partner owns the relationship, the pipeline, the diligence and the quarter. Midsummer carries the follow-through so none of it slips.

Join the waitlistNew engagements open in batches.

What does Midsummer do for a fund or advisory firm? It reads every account and every thread overnight, writes the follow-up grounded in the account, and briefs your meetings. A person approves anything that leaves, and the record of every step stays openable.

Outbound for funds

The accounts your fund never gets to are still worth money.

Compared with 11x

Both do outbound work. They disagree about what you are buying.

Compared with Swan

One wires the workflow. One owns the outcome.

Not an agency

When the retainer ends, the agency takes the system with it.

How you know it worked

Every account worked, every meeting held, every dollar lands in the record with a reference you can open. Anything that leaves waits for a person's yes first. Nothing sends without your yes.

The season

Engagements start by hand, a few at a time. Leave an email and a person writes back when yours opens.

Join the waitlist

New engagements open in batches.