• Boutique capital raising advisers

• Independent M&A advisers

• Placement agents running multiple live mandates

• Advisers who treat their network as a long term asset

• Operators who value confidence, discretion, and outcomes

All you need is a signed mandate and investor pitch materials from a founder ready to go live

We can have a workspace for you and your mandate live for execution within 5 minutes

Iceberg is designed to sit alongside your current tools, not replace them.

Most advisors use Iceberg as their deal execution layer, while keeping their existing CRM, email, and finance tools as systems of record.

Typical setup looks like this:

• CRM (HubSpot, Affinity, Salesforce):
  Remains your deal-pipeilne management tool

• Email (Gmail or Outlook):
  Integrate directly with Iceberg for sending and receiving investor and buyer communications, synced into Iceberg for visibility and threading.

• Iceberg:
  Used for live mandates as your living breathing Investor database.
  Sourcing and enriching contacts, positioning the deal, sequencing outreach, tracking engagement, and maintaining momentum across a mandate.

Iceberg pulls in your existing contacts, enriches them where needed, and runs deal-specific workflows without forcing you to rebuild your stack or duplicate data.

No we don’t, just a subscription based on your capital raising throughput

Iceberg 30-day Pilot Offer:

The goal is simple:
let you feel the execution and momentum lift before committing long-term.

What the pilot includes:
• 1 live capital raise or M&A mandate run end-to-end in Iceberg
• Full access to all support and:
• Recommended investor / buyer targeting
• Live contact intelligence & sentiment
• Outreach + follow-ups tracked in one place
• Feedback, objections, and momentum visibility
• No platform or contact fees for this one mandate

Pilot conditions:
• The mandate must be ready to go live
(deck / materials ready, clear target profile)
• All outreach for this deal runs through Iceberg
• Upload your own contact CSV + we’ll throw in 120 contacts for free (enough for $500k-$1m comitment)
• Gmail + calendar connected so activity and feedback are captured
• Pilot is time-boxed to 30 days from first sequence or second material outcome (Due diligence begins/ICs / LOIs), whichever comes first

Before starting, we agree that once the pilot ends successfully we roll straight into your second mandate with a minimum commitment of:
• 1 advisor seat ($12,000/pa)
• Relevant contact tier for your deal (Minimum tier 1)
• Other standard pricing (no discounts, no renegotiation)

Iceberg’s core IP lives in its reasoning layer, powered by a live, continuously enriched database.

As advisers upload deals and engage their network, Iceberg reasons over:

• Engagement and response behaviour

• Relationship strength and relevance

• Mandate fit and decision access

• Check sizes and historical participation

• Most recent deals and current investment or acquisition focus

Recommendations and look alike contacts are drawn from this live database, enriched from multiple data sources and updated as the market changes, not static lists.

Every mandate strengthens the adviser’s black book and sharpens future investor and buyer demand prediction.

1. Scope of Platform Access

Iceberg provides access to its platform for the purpose of executing fundraising, M&A, or strategic transaction workflows.

Access includes platform functionality, execution tooling, and contact access aligned to the selected plan or quoted capacity.

Iceberg provides execution infrastructure, not advisory or outcome guarantees.

2. Contact Access and Definition

Contacts accessed via Iceberg represent a live, curated universe selected based on relevance signals including stage, cheque size, sector, geography, and recent activity.

Contacts are provided as access within the platform and are not sold, transferred, or licensed as a standalone database.

Iceberg may update, replace, or remove contacts to maintain relevance and data integrity.

3. Contact Limits and Capacity

Each plan or quoted package includes a defined contact allocation and execution capacity.

Contact allocations are designed to preserve relevance and execution quality rather than maximize raw volume.

Where additional contacts are requested beyond the included allocation, they may be added at the prevailing per-contact rate, subject to relevance and fair use.

4. Fair Use and Intended Purpose

Platform access is subject to fair-use principles designed to protect execution quality, data integrity, and platform performance.

Fair use includes:

• Reasonable outreach and sequencing volume
• Use of contacts solely for the intended mandate or project
• No bulk exporting, scraping, or automated extraction

Iceberg reserves the right to review usage patterns and apply reasonable limits where use materially deviates from intended execution purposes.

5. Non-Resale and Non-Transfer

Contacts, insights, and execution data accessed via Iceberg may not be resold, sublicensed, or redistributed to third parties outside the agreed workspace or mandate.

Use across unrelated mandates, entities, or funds requires explicit approval.

6. Platform Seat Requirement

Certain plans and usage levels require an active platform seat.

Seats provide execution tooling, concurrency management, and visibility required to run live mandates.

Contacts may not be accessed independently of an active seat where a seat is required under the selected plan.

7. No Outcome Guarantee

Iceberg provides tooling, data access, and execution infrastructure.

Iceberg does not guarantee capital raised, transaction completion, investor engagement, or commercial outcomes.

All investment, transaction, and engagement decisions remain the responsibility of the user.

Core Principle

Rights over data are determined by relationship provenance and contribution over time.

In simple terms:

• If a relationship comes from the advisor, it stays private
• If a relationship comes from Iceberg, it strengthens the network
• If a relationship is built together, Iceberg learns without exposing the advisor

Investor Relationship Classes

Class A: Advisor Originated Relationships

An investor is considered advisor originated if they were:

• Imported by the advisor
• Known prior to using Iceberg
• Part of the advisor’s historical black book

How Iceberg treats this data

• Fully private to the advisor
• Not shared with other advisors
• Not surfaced in ecosystem level insights
• Used only to provide advisor specific next step recommendations

Iceberg assists execution but does not redistribute or expose these relationships.

Class B: Iceberg Originated Relationships

An investor is considered Iceberg originated if they were:

• Discovered via Iceberg lists or discovery tools
• Introduced through Iceberg workflows
• First contacted using Iceberg infrastructure

How Iceberg treats this data

• Iceberg retains network level rights
• Advisors receive exclusive execution advantage while active
• Non sensitive signals may be shared across the ecosystem, including:
  • Engagement patterns
  • Sentiment shifts
  • Timing signals
  • Preference changes by sector, stage, or geography

No attribution to individual advisors is ever shown.

Class C: Co Developed Relationships

An investor is considered co developed if they were:

• Known to the advisor, and
• Meaningfully enriched through Iceberg activity such as:
  • Meetings
  • Notes
  • Follow ups
  • Outcomes
  • Sentiment tracking

How Iceberg treats this data

• The relationship remains private to the advisor
• Insights derived from activity are anonymised
• Iceberg can learn from patterns without exposing who or where they came from

Sentiment and Recommendation Rights

Iceberg always retains the right to:

• Analyse first party interaction data
• Detect sentiment changes across the ecosystem
• Update investor behaviour models
• Improve next step and timing recommendations

What may be shared

• Non sensitive
• Non attributable
• Aggregated signals only

Examples:

• Investor interest in a sector cooling or heating
• Shift toward warm introductions
• Changes in response speed or engagement

What is never shared

• Who introduced the investor
• Deal specific context
• Advisor specific strategies or notes

Advisor Exit or Opt Out Policy

If an advisor cancels, does not renew, or explicitly opts out:

Iceberg will not

• Share the advisor’s imported contacts
• Attribute insights to the advisor
• Expose deal level or relationship level intelligence

Iceberg will

• Freeze advisor specific data
• Retain historical data for compliance and audit
• Retain Iceberg originated intelligence
• Retain anonymised learnings already embedded in models

Iceberg does not retroactively remove aggregated learnings.

Contact Licensing and Anti Resale Protection

To protect the integrity of the ecosystem and prevent list arbitrage:

Licensing

• Iceberg contacts are licensed, not owned
• Licensed for use within Iceberg only
• Intended for active deal execution
• Not transferable or resellable

Export Controls

• Full export of Iceberg originated contacts is disabled
• Limited export may be available at Iceberg’s discretion
• Contact value decays without ongoing platform activity

Living Data Model

Iceberg contacts are continuously enriched with:

• Updated preferences
• Sentiment signals
• Engagement history

Static lists lose value quickly outside the platform.

Advisor Control and Transparency

Advisors may request:

• Export of their own imported contacts and notes
• Opt out of contributing new activity to ecosystem level learning
• Clarification on how specific data is classified

Iceberg positions itself as a custodian of data, not an extractor.

Plain Language Summary

If a relationship comes from you, it stays private.

If it comes from Iceberg, it strengthens the network.

If we build it together, Iceberg learns without exposing you.