Intake open · Q2 2026
The right conversation, at the wrong moment, is the wrong conversation.
Selective introductions at inflection points.
01 — The problem
Most introductions happen when someone is ready to make them — not when the other person is ready to receive them. Those are different things.
A month too early, and the context isn't there. A month too late, and the relationship that mattered is already someone else's.
02 — The window
We watch for the window — the moment when something is in motion but hasn't landed yet. A business entering a new phase. A decision forming internally. A gap that's opened but isn't visible yet.
That's when an introduction has leverage. Not before. Not after.
03 — What we do
When we see that window, we validate it on both sides. Then we make the introduction.
Validation means both parties arrive with context. The person being introduced knows why the conversation is relevant to them now. The person receiving knows what's in motion on the other side. No cold open. No "let me know if there's a fit."
The introduction itself is a single, considered communication — written by us, timed by us. We take responsibility for it. If the context isn't there on both sides, we wait.
04 — Who it's for
This works in markets where one conversation has asymmetric value — where trust gates access and timing changes the outcome.
B2B operators. Financial advisors. Consultants. If you've ever had a single relationship open a year's worth of business, you know what we're talking about.
05 — Recent Engagements
Introduced during active succession and liquidity planning conversations.
7 qualified planning conversations in 90 days.
Introduced while enterprise healthcare AI evaluations were already active.
2 partnership agreements within 60 days.
Introduced while estate, tax, and transition planning conversations were still forming.
6 qualified referrals from attorney and CPA relationships in 90 days.
Introduced while automation and operational bottlenecks were under review.
$85K in new revenue within one quarter.
Introduced while business owners were actively evaluating acquisition financing, working capital, and expansion funding.
$4.2M in funded loan volume within 90 days.
Introduced while hiring demand and internal recruiting pressure were already active.
$100K in new revenue and repeat placements.
Introduced during active AI hiring expansion and technical recruiting demand.
$105K in new revenue within 90 days.
Introduced while schools and administrators were actively evaluating curriculum and learning tools.
5 new clients from active evaluation conversations.
Introduced while operational and clinical AI initiatives were under internal review.
2 enterprise healthcare partnerships secured.
Introduced while operators were actively evaluating benefits administration, compliance support, and workforce expansion.
3 new employer services agreements representing more than 180 worksite employees within 120 days.
06 — Brief
-
The moment before the hire: how companies signal readiness before they know it themselves
On the gap between a company's public posture and internal motion — and why that gap is where introductions convert.
Read → -
What a single warm introduction is worth in wealth management
A look at the economics of trust-gated markets and why timing a relationship correctly compounds differently than timing a trade.
Read → -
The six-month rule: why the best introduction you almost made happened too early
Most relationships that should have converted didn't fail because of the wrong person. They failed because of the wrong month.
Read →
About
IntroFlows is led by Jerry Gertes.
His background spans over a decade building growth systems across financial services, private equity–backed companies, nationally recognized real estate investing education companies, govtech, edtech, and other operator-led businesses — working directly with advisors, founders, and revenue teams responsible for driving new relationships.
That proximity led to a consistent pattern: the highest-value opportunities weren't created through volume, but surfaced when timing, context, and need were already aligned.
IntroFlows was built around that observation — staying close to the people and situations where decisions are already in motion.
Today, IntroFlows operates through a small internal team focused on market visibility, relationship development, and timing-driven introductions. The firm remains founder-led, with relationships, positioning, and introductions handled closely and intentionally.
Currently accepting 2 new clients this quarter. If you think the context fits, write to us.
Get in touch →