Chapter 1 of 14

The Sourcing Engine

Brad doesn't run a pipeline. He runs three relationships and a calendar — the Personal Executive Network, his GTIA ISO Board seat, and the conferences where whales actually show up.

#1Whale becomes aware of TC via Brad's three sourcing channels

November 2025. IT Nation Connect Executive — Las Vegas. Brad is there as an attendee, not a vendor. He's at a private dinner Eastpoint Equity hosts at the Bellagio for portfolio CEOs. He sits across from a man with a quiet voice and a half-eaten ribeye. They trade business cards. Marcus Bellamy, CEO, Tideline Holdings.

Brad doesn't pitch. He asks Marcus what's keeping him up at night.

MB
Marcus Bellamy · CEO
I have 28 brands in my portfolio. Each one is selling cybersecurity differently. Some great, most terribly. I can't see across them. My CFO can't roll the numbers up for our board. I know there's margin we're leaving on the table. I just don't know how much.

Brad makes one note in his phone before bed: "Marcus Bellamy / Tideline / 28 brands / portfolio visibility on cyber attach. Watch for trigger."

#2Brad maintains standing relationship investment

Across the four months following IT Nation Connect, Brad does what the 1.10 SOP describes as "the standing relationship investment": he doesn't sell. He sends a hand-written note to Marcus with a copy of Adam's book Cybersecurity by the Numbers and a one-line postcard: "Thought of our dinner. — Brad." No CTA. He sees a Tideline update cross his GTIA feed and texts in February: "Saw the press release on the Detroit acquisition. Three down, twenty-five to go?" Marcus laughs back: "Don't jinx me."

This is what "top-of-mind" actually looks like. Brad doesn't pitch. He stays in Marcus's peripheral vision. The 1.10 SOP relationship-investment line — $30K annual origination budget — is dinners, conference badges, and small gifts.

#3A trigger event surfaces a qualified candidate

March 11, 2026. Bloomberg posts a one-paragraph item: "Eastpoint Equity closes follow-on capital at Tideline Holdings; commits an additional $40M for platform infrastructure and integration." Brad sees it within an hour. The 1.10 SOP names this exact pattern: recent funding event → integration thesis is now active → Tideline must demonstrate platform-level economics within 12 months → cybersecurity attach is the highest-leverage cross-portfolio metric.

Brad pulls Tideline up in his target-list spreadsheet, books a flight to Tampa for the following week. He doesn't email Marcus from the airport. He texts.

BP
Brad Powell · President & Founder
Saw the news. In Tampa Tuesday — coffee?
MB
Marcus Bellamy · CEO
8 AM at Buddy Brew. See you then.

#4Brad enters whale into target list with sourcing channel tag

Before he flies, Brad updates his whale target sheet — only Brad and Solei can see it. Sourcing channel tag: Personal Executive Network / IT Nation Connect Executive 2025. Trigger: Eastpoint follow-on capital, March 11. Stage: 1 (sourced). Type: 2 (multi-brand rollup) — provisional. Estimated ARR if won: $400–$500K.

Cap warning: this would be Brad's third active whale; he already has CMIT and Apex Holdings open. He acknowledges the cap to himself and proceeds anyway because Tideline is high-quality.

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