Hypercore For Daniel

Commercial Real Estate Lender Sales Playbook

Daniel, we’ll build your new SDR’s first 100 accounts in 10 days. The first 25 are below, and they’re yours either way.

If your Sales Development Representative seat stays open another quarter, ignore this. If it doesn’t, the next two minutes are worth it.

What we noticed

You raised a $13.5M Series A on February 23, and your platform already manages over $20 billion across more than 10,000 loans. That record is what your new SDR gets to open every call with.

Your SDR role has been posted since September 15, and it is still open. The posting says the SDR sets up meetings for you to close.

February 23 $13.5M Series A, led by Insight Partners
September 15 SDR role posted
November 4 First AI Jam held in Chicago; New York follows on November 6
November 9 SDR role still open; the first 25 accounts are on this page

What changes for your new AE

Your new SDR starts day one with 100 accounts you approved and drafts written to the first five, instead of spending their first weeks finding them. Every meeting they set lands on your calendar, so each week saved on finding accounts is a week sooner to your next conversation with a manager.

28% of a rep’s time goes to selling Source: Salesforce, State of Sales (7,700+ sellers, 2022)
3.0 months average ramp for a new SDR Source: Bridge Group, 2025 SDR report (351 companies)
60% of SDRs hit quota Source: Bridge Group, 2025 SDR report (351 companies)
1.9 years average SDR tenure Source: Bridge Group, 2025 SDR report (351 companies)

Your first 25 accounts

Picked from how you describe your buyers on your site and in your posts. Each one has the reason it’s here and the source.

Yours either wayKeep these 25 whether or not we ever talk.

Cut any you wouldn’t callTell us why, and we replace it. We keep going until you’d keep at least 80 of the 100.

Ferghana Investment Partners New York · team of six
1

One person holds operations, compliance and finance for a firm about to run its first fund's loans, which is the moment a spreadsheet stops being enough.

Signal: Mar 16, 2026 Source

Buyer: Founder Hadley Ma, or the combined COO/CCO/CFO
Why it’s ranked here

A strong fit.
- A private credit, venture debt or real estate lender that runs its own loan book.
- A new fund or vehicle in the last nine months, so more loans and more funding sources to run.
- A book small enough that a lean operations team still runs it, from a first fund to a few billion.
- A named operations, COO or finance hire, or a stated build-out of the team.
- Not already a Hypercore customer: none of these appears on its customers or logo list.
- Looks like the managers you already serve: direct lending, venture debt or real estate, like OKOA, FH Structured Solutions and Pinegrove.
East Wave Partners Boston · not stated
2

It funded a $100 million special purpose vehicle last year and is about to add a commingled fund, so two vehicles with different investors are about to share one loan book.

Signal: Mar 16, 2026 Source

Buyer: Founder Josh Plavner, or the COO added in February
Why it’s ranked here

A strong fit.
- A private credit, venture debt or real estate lender that runs its own loan book.
- A new fund or vehicle in the last nine months, so more loans and more funding sources to run.
- A book small enough that a lean operations team still runs it, from a first fund to a few billion.
- A named operations, COO or finance hire, or a stated build-out of the team.
- Not already a Hypercore customer: none of these appears on its customers or logo list.
- Looks like the managers you already serve: direct lending, venture debt or real estate, like OKOA, FH Structured Solutions and Pinegrove.
Fedaia Partners London · team of eight
3

Moving from deal-by-deal to a fund means allocations and investor reporting for the first time, and the hires to run it are already in seat.

Signal: Mar 16, 2026 Source

Buyer: Co-founder Pietro Stella, or the COO
Why it’s ranked here

A strong fit.
- A private credit, venture debt or real estate lender that runs its own loan book.
- A new fund or vehicle in the last nine months, so more loans and more funding sources to run.
- A book small enough that a lean operations team still runs it, from a first fund to a few billion.
- A named operations, COO or finance hire, or a stated build-out of the team.
- Not already a Hypercore customer: none of these appears on its customers or logo list.
- Looks like the managers you already serve: direct lending, venture debt or real estate, like OKOA, FH Structured Solutions and Pinegrove.
Homestead Capital United States · not stated
4

A new fund sits next to a $300 million forward-flow program with two other lenders, so every loan has to be split between funding sources and reported to each.

Signal: Aug 14, 2026 Source

Buyer: Chief operating or finance lead
Why it’s ranked here

A strong fit.
- A private credit, venture debt or real estate lender that runs its own loan book.
- A new fund or vehicle in the last nine months, so more loans and more funding sources to run.
- A book small enough that a lean operations team still runs it, from a first fund to a few billion.
- A named operations, COO or finance hire, or a stated build-out of the team.
- Not already a Hypercore customer: none of these appears on its customers or logo list.
- Looks like the managers you already serve: direct lending, venture debt or real estate, like OKOA, FH Structured Solutions and Pinegrove.
MidPoint Capital Partners United States · not stated
5

Bridge loans turn over fast, so a new lender writing short-term paper has payoffs, extensions and fee calculations arriving faster than a spreadsheet keeps up.

Signal: Mar 27, 2026 Source

Buyer: Founder or head of operations
Why it’s ranked here

A strong fit.
- A private credit, venture debt or real estate lender that runs its own loan book.
- A new fund or vehicle in the last nine months, so more loans and more funding sources to run.
- A book small enough that a lean operations team still runs it, from a first fund to a few billion.
- A named operations, COO or finance hire, or a stated build-out of the team.
- Not already a Hypercore customer: none of these appears on its customers or logo list.
- Looks like the managers you already serve: direct lending, venture debt or real estate, like OKOA, FH Structured Solutions and Pinegrove.
Eyre Street Capital New York · not stated
6

It inherited an existing fund's loans and is about to add a second fund, so two books on two sets of terms have to be reported cleanly.

Signal: Mar 16, 2026 Source

Buyer: Managing partner Sean Coleman or Jamie Devine
Why it’s ranked here

A strong fit.
- A private credit, venture debt or real estate lender that runs its own loan book.
- A new fund or vehicle in the last nine months, so more loans and more funding sources to run.
- A book small enough that a lean operations team still runs it, from a first fund to a few billion.
- A named operations, COO or finance hire, or a stated build-out of the team.
- Not already a Hypercore customer: none of these appears on its customers or logo list.
- Looks like the managers you already serve: direct lending, venture debt or real estate, like OKOA, FH Structured Solutions and Pinegrove.
Orbit Capital Prague · not stated
7

A venture debt fund with tickets of 3 to 15 million euros and a pension fund among its investors has covenants and investor reporting to carry across every loan.

Signal: Jul 6, 2026 Source

Buyer: Managing partner or CFO
Why it’s ranked here

A strong fit.
- A private credit, venture debt or real estate lender that runs its own loan book.
- A new fund or vehicle in the last nine months, so more loans and more funding sources to run.
- A book small enough that a lean operations team still runs it, from a first fund to a few billion.
- A named operations, COO or finance hire, or a stated build-out of the team.
- Not already a Hypercore customer: none of these appears on its customers or logo list.
- Looks like the managers you already serve: direct lending, venture debt or real estate, like OKOA, FH Structured Solutions and Pinegrove.
Dolomite Capital London · not stated
8

A new firm took over existing funds' management contracts and started a new one, so it needs its own loan system rather than the one it left behind.

Signal: Mar 16, 2026 Source

Buyer: Managing partner Keith Magliana, or its COO
Why it’s ranked here

A strong fit.
- A private credit, venture debt or real estate lender that runs its own loan book.
- A new fund or vehicle in the last nine months, so more loans and more funding sources to run.
- A book small enough that a lean operations team still runs it, from a first fund to a few billion.
- A named operations, COO or finance hire, or a stated build-out of the team.
- Not already a Hypercore customer: none of these appears on its customers or logo list.
- Looks like the managers you already serve: direct lending, venture debt or real estate, like OKOA, FH Structured Solutions and Pinegrove.
Prospect Ridge United States · not stated
9

A second fund on top of a $500 million debut fund means two vintages of first-mortgage, mezzanine and preferred equity positions to service side by side.

Signal: Sep 2, 2026 Source

Buyer: Co-head of credit strategies Robert Milne, or the head of operations
Why it’s ranked here

A strong fit.
- A private credit, venture debt or real estate lender that runs its own loan book.
- A new fund or vehicle in the last nine months, so more loans and more funding sources to run.
- A book small enough that a lean operations team still runs it, from a first fund to a few billion.
- A named operations, COO or finance hire, or a stated build-out of the team.
- Not already a Hypercore customer: none of these appears on its customers or logo list.
- Looks like the managers you already serve: direct lending, venture debt or real estate, like OKOA, FH Structured Solutions and Pinegrove.
Flashpoint Europe and Israel · about $600 million managed
10

A venture debt lender on its second growth debt fund, with loans from the first fund fully repaid and new ones going out, is running two funds' worth of covenants and repayments at once.

Signal: Nov 30, 2025 Source

Buyer: Managing partner or CFO
Why it’s ranked here

A strong fit.
- A private credit, venture debt or real estate lender that runs its own loan book.
- A new fund or vehicle in the last nine months, so more loans and more funding sources to run.
- A book small enough that a lean operations team still runs it, from a first fund to a few billion.
- A named operations, COO or finance hire, or a stated build-out of the team.
- Not already a Hypercore customer: none of these appears on its customers or logo list.
- Looks like the managers you already serve: direct lending, venture debt or real estate, like OKOA, FH Structured Solutions and Pinegrove.
Granite Asia Singapore · not stated
11

A debut fund with a sovereign anchor and a $500 million target is still filling up, so its loan book grows with every close.

Signal: Mar 16, 2026 Source

Buyer: Managing partner Ming Eng
Why it’s ranked here

A strong fit.
- A private credit, venture debt or real estate lender that runs its own loan book.
- A new fund or vehicle in the last nine months, so more loans and more funding sources to run.
- A book small enough that a lean operations team still runs it, from a first fund to a few billion.
- A named operations, COO or finance hire, or a stated build-out of the team.
- Not already a Hypercore customer: none of these appears on its customers or logo list.
- Looks like the managers you already serve: direct lending, venture debt or real estate, like OKOA, FH Structured Solutions and Pinegrove.
Riverside Acceleration Capital New York · not stated
12

Growth lending to software companies is the venture-debt shape, and it adds private wealth investors to its institutional ones, which means more reporting formats.

Signal: Feb 18, 2026 Source

Buyer: Managing partner Jim Toth
Why it’s ranked here

A strong fit.
- A private credit, venture debt or real estate lender that runs its own loan book.
- A new fund or vehicle in the last nine months, so more loans and more funding sources to run.
- A book small enough that a lean operations team still runs it, from a first fund to a few billion.
- A named operations, COO or finance hire, or a stated build-out of the team.
- Not already a Hypercore customer: none of these appears on its customers or logo list.
- Looks like the managers you already serve: direct lending, venture debt or real estate, like OKOA, FH Structured Solutions and Pinegrove.
ArxNova Asset Management London · not stated
13

A new asset-based finance manager with a COO already named is choosing its operating stack now, before habits set.

Signal: Mar 16, 2026 Source

Buyer: Founder Luca Lombardi, or COO Jonathan Donne
Why it’s ranked here

A strong fit.
- A private credit, venture debt or real estate lender that runs its own loan book.
- A new fund or vehicle in the last nine months, so more loans and more funding sources to run.
- A book small enough that a lean operations team still runs it, from a first fund to a few billion.
- A named operations, COO or finance hire, or a stated build-out of the team.
- Not already a Hypercore customer: none of these appears on its customers or logo list.
- Looks like the managers you already serve: direct lending, venture debt or real estate, like OKOA, FH Structured Solutions and Pinegrove.
Brigade Capital Management New York · team of 50 investment professionals
14

A first-lien direct lending fund is a new product for a firm built on a different one, so its loan servicing is being set up fresh.

Signal: Feb 13, 2026 Source

Buyer: Chief operating officer
Why it’s ranked here

A strong fit.
- A private credit, venture debt or real estate lender that runs its own loan book.
- A new fund or vehicle in the last nine months, so more loans and more funding sources to run.
- A book small enough that a lean operations team still runs it, from a first fund to a few billion.
- A named operations, COO or finance hire, or a stated build-out of the team.
- Not already a Hypercore customer: none of these appears on its customers or logo list.
- Looks like the managers you already serve: direct lending, venture debt or real estate, like OKOA, FH Structured Solutions and Pinegrove.
NLC Capital London and New York · not stated
15

A subscription-line fund already at $1 billion is adding a second strategy, and its founder moved to New York to build the US side.

Signal: Mar 16, 2026 Source

Buyer: Co-founder Slade Spalding or Neno Raic
Why it’s ranked here

A strong fit.
- A private credit, venture debt or real estate lender that runs its own loan book.
- A new fund or vehicle in the last nine months, so more loans and more funding sources to run.
- A book small enough that a lean operations team still runs it, from a first fund to a few billion.
- A named operations, COO or finance hire, or a stated build-out of the team.
- Not already a Hypercore customer: none of these appears on its customers or logo list.
- Looks like the managers you already serve: direct lending, venture debt or real estate, like OKOA, FH Structured Solutions and Pinegrove.
Trimontium Capital London · not stated
16

A new capital solutions manager has no legacy system, so the first one it picks is the one it keeps.

Signal: Mar 16, 2026 Source

Buyer: Founder Vlado Spasov
Why it’s ranked here

In the middle.
- A private credit, venture debt or real estate lender that runs its own loan book.
- A new fund or vehicle in the last nine months, so more loans and more funding sources to run.
- A book small enough that a lean operations team still runs it, from a first fund to a few billion.
- A named operations, COO or finance hire, or a stated build-out of the team.
- Not already a Hypercore customer: none of these appears on its customers or logo list.
- Looks like the managers you already serve: direct lending, venture debt or real estate, like OKOA, FH Structured Solutions and Pinegrove.
Balbec Capital United States · not stated
17

A seventh fund across two property types and two continents is a larger and more varied book than the emerging managers above; this row tests where your fit ends.

Signal: Jul 17, 2026 Source

Buyer: Chief operating officer
Why it’s ranked here

In the middle.
- A private credit, venture debt or real estate lender that runs its own loan book.
- A new fund or vehicle in the last nine months, so more loans and more funding sources to run.
- A book small enough that a lean operations team still runs it, from a first fund to a few billion.
- A named operations, COO or finance hire, or a stated build-out of the team.
- Not already a Hypercore customer: none of these appears on its customers or logo list.
- Looks like the managers you already serve: direct lending, venture debt or real estate, like OKOA, FH Structured Solutions and Pinegrove.
Sagard Canada and United States · not stated
18

A third vintage still raising toward $2 billion means a third set of loans and a returning investor base used to a certain reporting package.

Signal: Jul 15, 2026 Source

Buyer: Head of private credit operations
Why it’s ranked here

In the middle.
- A private credit, venture debt or real estate lender that runs its own loan book.
- A new fund or vehicle in the last nine months, so more loans and more funding sources to run.
- A book small enough that a lean operations team still runs it, from a first fund to a few billion.
- A named operations, COO or finance hire, or a stated build-out of the team.
- Not already a Hypercore customer: none of these appears on its customers or logo list.
- Looks like the managers you already serve: direct lending, venture debt or real estate, like OKOA, FH Structured Solutions and Pinegrove.
Acore Capital United States · not stated
19

The new fund has already committed $400 million across 14 transactions and a larger third fund is next, so the servicing load is rising by the quarter.

Signal: Oct 30, 2026 Source

Buyer: Head of loan administration
Why it’s ranked here

In the middle.
- A private credit, venture debt or real estate lender that runs its own loan book.
- A new fund or vehicle in the last nine months, so more loans and more funding sources to run.
- A book small enough that a lean operations team still runs it, from a first fund to a few billion.
- A named operations, COO or finance hire, or a stated build-out of the team.
- Not already a Hypercore customer: none of these appears on its customers or logo list.
- Looks like the managers you already serve: direct lending, venture debt or real estate, like OKOA, FH Structured Solutions and Pinegrove.
Arini London · oversees $22 billion
20

A debut fund of this size puts the question to you: where does a manager's operations team stop being a fit for a mid-size platform.

Signal: Oct 21, 2026 Source

Buyer: Chief operating officer
Why it’s ranked here

In the middle.
- A private credit, venture debt or real estate lender that runs its own loan book.
- A new fund or vehicle in the last nine months, so more loans and more funding sources to run.
- A book small enough that a lean operations team still runs it, from a first fund to a few billion.
- A named operations, COO or finance hire, or a stated build-out of the team.
- Not already a Hypercore customer: none of these appears on its customers or logo list.
- Looks like the managers you already serve: direct lending, venture debt or real estate, like OKOA, FH Structured Solutions and Pinegrove.
Hercules Adviser Palo Alto, California · about $6.1 billion with its listed parent
21

Venture debt at scale next to a listed lender: this row finds out whether a private vehicle with a public parent is yours.

Signal: Sep 11, 2026 Source

Buyer: Head of operations
Why it’s ranked here

In the middle.
- A private credit, venture debt or real estate lender that runs its own loan book.
- A new fund or vehicle in the last nine months, so more loans and more funding sources to run.
- A book small enough that a lean operations team still runs it, from a first fund to a few billion.
- A named operations, COO or finance hire, or a stated build-out of the team.
- Not already a Hypercore customer: none of these appears on its customers or logo list.
- Looks like the managers you already serve: direct lending, venture debt or real estate, like OKOA, FH Structured Solutions and Pinegrove.
Hayfin Capital Management London · more than 15 billion euros raised
22

At this size the book is the biggest on the list, so it tests whether an enterprise-scale manager is ever a first call for a new SDR.

Signal: Jul 2, 2026 Source

Buyer: Chief operating officer
Why it’s ranked here

An edge case, on purpose. It’s here to test a rule: a book far above the size where a mid-size platform is the fit.
- A private credit, venture debt or real estate lender that runs its own loan book.
- A new fund or vehicle in the last nine months, so more loans and more funding sources to run.
- A book small enough that a lean operations team still runs it, from a first fund to a few billion.
- A named operations, COO or finance hire, or a stated build-out of the team.
- Not already a Hypercore customer: none of these appears on its customers or logo list.
- Looks like the managers you already serve: direct lending, venture debt or real estate, like OKOA, FH Structured Solutions and Pinegrove.
Tikehau Capital Paris · 5.2 billion euros in its sixth direct lending vintage
23

A sixth vintage with most of its capital still to deploy shows how many funds a lender runs at once; this row tests whether fund count matters more than fund size.

Signal: Jul 23, 2026 Source

Buyer: Head of private debt operations
Why it’s ranked here

An edge case, on purpose. It’s here to test a rule: a large multi-vintage platform, to see if fund count outranks size.
- A private credit, venture debt or real estate lender that runs its own loan book.
- A new fund or vehicle in the last nine months, so more loans and more funding sources to run.
- A book small enough that a lean operations team still runs it, from a first fund to a few billion.
- A named operations, COO or finance hire, or a stated build-out of the team.
- Not already a Hypercore customer: none of these appears on its customers or logo list.
- Looks like the managers you already serve: direct lending, venture debt or real estate, like OKOA, FH Structured Solutions and Pinegrove.
Benefit Street Partners New York · about $9 billion of real estate originated in 2025
24

The commercial real estate lender with the largest recent close tests whether your real estate pitch reaches the top of the market or stops short of it.

Signal: Jan 8, 2026 Source

Buyer: Head of loan servicing
Why it’s ranked here

An edge case, on purpose. It’s here to test a rule: $10 billion in one fund, to find the ceiling for commercial real estate.
- A private credit, venture debt or real estate lender that runs its own loan book.
- A new fund or vehicle in the last nine months, so more loans and more funding sources to run.
- A book small enough that a lean operations team still runs it, from a first fund to a few billion.
- A named operations, COO or finance hire, or a stated build-out of the team.
- Not already a Hypercore customer: none of these appears on its customers or logo list.
- Looks like the managers you already serve: direct lending, venture debt or real estate, like OKOA, FH Structured Solutions and Pinegrove.
Nuveen Asset Management United States · more than $3 billion across its C-PACE series
25

Financing building improvements through a state program puts a new loan type in front of you, and a parent that is part of a very large asset manager.

Signal: Aug 25, 2026 Source

Buyer: Head of CPACE lending operations
Why it’s ranked here

An edge case, on purpose. It’s here to test a rule: a lender inside a very large parent, to see whether a corporate lender belongs on the list.
- A private credit, venture debt or real estate lender that runs its own loan book.
- A new fund or vehicle in the last nine months, so more loans and more funding sources to run.
- A book small enough that a lean operations team still runs it, from a first fund to a few billion.
- A named operations, COO or finance hire, or a stated build-out of the team.
- Not already a Hypercore customer: none of these appears on its customers or logo list.
- Looks like the managers you already serve: direct lending, venture debt or real estate, like OKOA, FH Structured Solutions and Pinegrove.

Your new SDR’s first 100 accounts, in 10 days

The first 25 are above, and they’re yours either way.

Email Kash

We build a handful of these a month, for founders hiring now.

10 days

from kickoff to your team running it

100 accounts you approve, each with the reason
Drafts to the first five, in your voice
Your team runs it without us
Any account you cut, we replace

How does Hypercore sell?

An outside read from your LinkedIn posts, your Series A announcement, your site and your posting, built to be corrected: tell us anything that’s wrong. Tap a clip to play it from that moment.

In your posts and interviews4 quotes

Who buys
“If you’ve spent years reconciling a loan book or preparing investor reports, you know the exceptions and details a convincing demo can easily miss.”
Your Private Credit AI Jam post, October 21
The problem
“Admin agents aren’t going away, but the way they operate must change.”
Series A announcement, Insight Partners, February 23
Why you win
“What actually makes it work is clean, standardized loan data and a safe way for AI to reach it”
Your post on AI agents and loan data, October 26
Why you win
“the model is the least interesting part”
Your post on AI agents and loan data, October 26

What your customers sayFrom Sales Development Representative posting, hypercore.ai/emerging-funds, hypercore.ai/enterprises, OKOA customer story, hypercore.ai/about, Series A announcement, Insight Partners, FH Structured Solutions customer story, Pinegrove customer story, hypercore.ai/venture-debt

HSHypercore SDR posting

“Our buyers are senior leaders across Finance, Operations, Portfolio Management, and Technology”
Hypercore SDR posting · Sales Development Representative posting
HSHypercore SDR posting

“setting up meetings for the CEO to close”
Hypercore SDR posting · Sales Development Representative posting
HEHypercore emerging funds page

“Built for the first deal and beyond.”
Hypercore emerging funds page · hypercore.ai/emerging-funds
HEHypercore enterprises page

“Hypercore supports multi-billion-dollar portfolios with complex structures”
Hypercore enterprises page · hypercore.ai/enterprises
OOKOA

“We hit our operational limit with Excel. To grow to that next stage, we had to implement a dedicated system.”
OKOA · OKOA customer story
HAHypercore about page

“There’s no reason anyone should use outdated interfaces and homegrown spreadsheets to manage millions in debt.”
Hypercore about page · hypercore.ai/about
HSHypercore Series A announcement

“Traditional third-party admin agents can be highly manual and error-prone, with slow turnaround times and limited transparency.”
Hypercore Series A announcement · Series A announcement, Insight Partners
OOKOA

“We’d have to review every single deal file quarterly to make sure that we weren’t missing payments or changes. It was a huge operational burden on the team.”
OKOA · OKOA customer story
FSFH Structured Solutions

“We wanted to find something that would help us as a small team”
FH Structured Solutions · FH Structured Solutions customer story
FSFH Structured Solutions

“We can train new hires in a couple of days, which is not the case with most systems.”
FH Structured Solutions · FH Structured Solutions customer story
CKPinegrove

“The cost of keeping things as-is was greater than the cost of making a transition to a new system.”
Christopher Kong, Pinegrove · Pinegrove customer story
HEHypercore emerging funds page

“Operational infrastructure that grows with you”
Hypercore emerging funds page · hypercore.ai/emerging-funds
HEHypercore emerging funds page

“Early-stage funds need tools that match their pace”
Hypercore emerging funds page · hypercore.ai/emerging-funds
HVHypercore venture debt page

“Syndicated venture loans mean more stakeholders to manage.”
Hypercore venture debt page · hypercore.ai/venture-debt
HEHypercore enterprises page

“Hypercore measures total allocations and calculates returns daily for each funding source”
Hypercore enterprises page · hypercore.ai/enterprises
HEHypercore enterprises page

“Embedded Control Layer for SOX-Readiness”
Hypercore enterprises page · hypercore.ai/enterprises

Words you use

“operating system”
“AI Admin Agent”
“loan administration”
“homegrown spreadsheets”
“Do more with the same team”
“funding source”
“Paying Agent”
“AI Jam”

How the list learns your calls

In the first session you react to accounts like these: keep or cut, and why, the way you’d tell a cofounder. Each reason becomes a rule you can read, the pool re-scores, and ten more show whether it learned. Keep eight of ten and the hundred is built on your rules.

You cut one on the call, and say why
It becomes a rule
The pool re-scores
Ten more test it

Which questions can only you answer?

Your site and posts don’t say which managers you’d never spend a CEO meeting on, or what has to be true before one switches off its spreadsheets. About 30 minutes of you reacting to real accounts answers these.

1
Which fund shape gets to a signed contract fastest: a first fund, a second fund, or an established platform?
Rows 1 to 3 are first funds with a COO already hired; rows 9 and 14 are second funds and a larger platform.
2
Does a manager that is still raising belong in an SDR’s first week, or only after the final close?
Row 2 and row 6 are still raising; row 19 has closed and is pre-marketing the next fund.
3
Where does fit stop on size?
Row 22 (Hayfin) and row 24 (Benefit Street) are here to find that line.
4
Is a manager that already uses a third-party administrator a fit?
Row 4 and row 7 run with outside capital partners and may already use one.
5
Does a lender inside a very large parent ever buy on its own?
Row 25 (Nuveen) and row 21 (Hercules Adviser) sit inside larger groups.

What does your Sales Development Representative’s first morning look like?

Without

The CRM you have now. The early weeks go to learning which accounts you’d call, and why.

With · Sales Development Representative, first morning

FIFerghana Investment PartnersDraft written
EWEast Wave PartnersDraft written
FPFedaia PartnersDraft written
HCHomestead CapitalDraft written
MCMidPoint Capital PartnersDraft written

A hundred accounts you approved, the rules behind them and drafts to the first five, so their time goes to buyers.

From week two, your mornings too: one brief, drafts to approve, every message sent by you.

How the 10 days run

What happens in the ten working days?

November 16, 2026 to December 1, 2026. About a day of your time in total.

Before by November 16
You send the customers you’d clone and three deals that went wrong, plus 10 to 20 emails or posts you wrote. “How you sell” is drafted from your talks and posts.
You: 20 minutes
Day 1 November 16
The playbook session: we fill the gaps and correct the draft together. Your CRM is connected.
You: 2 hours
Day 2 November 17
Your first rules are written; a few hundred companies are scored against them.
You: none
Day 3 November 18
You review the first 25 (talking it through is fine).
You: 30 minutes
Day 4 November 19
Your reasons become rules; you see the re-score and judge 10 more. First touches are written in your voice to the accounts you kept, and you read ten. Touches start logging to the CRM.
You: 30 minutes
Day 5 November 20
The hundred is built. The research tool is set up; you test it on three accounts you know.
You: 15 minutes
Day 6 November 23
The morning run is set up; your first morning, with us.
You: 30 minutes
Day 7 November 24
You review all hundred, and any cut is replaced. Team training, session one.
You: 1 hour 20 minutes
Day 8 November 25
Your first morning on your own. Training session two, hands-on for each person.
You: 1 hour plus your morning
Day 9 November 30
Your second morning on your own. Each person on your team runs the morning alone.
You: your morning
Day 10 December 1
Your third morning on your own. A week of touches is in the CRM. Handover sign-off.
You: 30 minutes plus your morning

Who builds it?

The person in the video does the work with you, from the first session to the handover.

$100M+in deals sold in a single year

$0 to $10MARR in 12 months, for a company I built

“Kash and I built ERT Credit together in 2021. He took my MVP and turned it into a SaaS that hit $10M ARR in twelve months.”

Jordan Anderson, CEO, PayStreetgobridgehead.ai/about
“Analytical in approach, technologically-knowledgeable, and earnest in conviction, Kash was able to drive pipeline in a notoriously challenging tech region.”

JBJason Brandt, Managing Director, Sales, ePlus inc.LinkedIn recommendation, April 2020

Where does this go from here?

Three options. Each one is fine.

Not a fit

Say so in a line, and that’s the end of it.

Not now

Keep the 25 and the read on how you sell, and share them. When the role fills, the offer stands.

Talk with Kash

Ask Kash to call you, or email him. He calls to set up a 30-minute strategy session. Bring your cofounder or your sales leader.

Your new SDR’s first 100 accounts, in 10 days

The first 25 are above, and they’re yours either way.

Email Kash

We build a handful of these a month, for founders hiring now.

10 days

from kickoff to your team running it

100 accounts you approve, each with the reason
Drafts to the first five, in your voice
Your team runs it without us
Any account you cut, we replace

Hypercore sales playbook, in brief

Hypercore sells loan management software to private credit, venture debt and real estate lenders, and is adding an AI Admin Agent for loan administration.hypercore.ai, Series A announcement, Insight Partners

Customers describe the problem as hitting an “operational limit with Excel” and reviewing deal files by hand every quarter.OKOA customer story

Daniel Liechtenstein says what makes AI work on a loan book is “clean, standardized loan data and a safe way for AI to reach it.”Your post on AI agents and loan data

The first 25 accounts for a new SDR are lenders with a new fund, a first close or a named operations hire, each scored on six rules and backed by a dated, sourced signal: fifteen strong fits, six in the middle and four edge cases that test the rules.

Prepared by Kash Badami at Bridgehead · November 9, 2026 · Every source

Questions founders ask

Can’t my SDR build this when they start?

They can. But wouldn’t you rather they were booking meetings? Reps spend 28% of their time selling, and the average SDR takes 3.0 months to ramp and stays 1.9 years. This replaces the weeks they would spend building the list and learning what you already know.

28%: Salesforce, State of Sales (7,700+ sellers, 2022) · 3.0 months: Bridge Group, 2025 SDR report (351 companies)

How much sooner does my new SDR get to work?

From day one, because the accounts you approved and the first drafts are waiting. The average SDR takes 3.0 months to ramp, and only 60% hit quota.

3.0 months: Bridge Group, 2025 SDR report (351 companies) · 60%: Bridge Group, 2025 SDR report (351 companies)

We tried an outreach tool and it sounded like a robot. How is this different?

Nothing goes out on its own. Every account on the list is one you approved, every draft is written to one person, and you send each message yourself. It learns your voice from what you’ve written and from every edit you make.

How much of my time does it take?

About a day, spread across the ten working days: the 2-hour session on how you sell, short list reviews you can talk through, two training sessions and your first mornings. The hours your SDR gets back go to selling, where reps spend just 28% of their time today.

28%: Salesforce, State of Sales (7,700+ sellers, 2022)

What happens after you leave?

It keeps learning. Each week it proposes rule changes from what your cuts, replies and silences showed, and you approve or reject each in a line.

Where does my data live?

In your own accounts: your Claude, your CRM, your files. Nothing runs on anyone else’s side, and any rule can be changed in plain English.

How is it priced?

The first engagement is one fixed price for the ten days. It depends on how many people we train and which systems we connect, so Kash quotes it on a short call. After handover, you can keep us on a retainer to keep supporting your sales process and refining it, if you choose that route.

The research behind this page 16 sources · 2 postings · 3 customers · 26 stores looked at

Your talks and posts

hypercore.ai
hypercore.ai/about
hypercore.ai/ai-admin-agent
hypercore.ai/enterprises
hypercore.ai/emerging-funds
hypercore.ai/venture-debt
OKOA customer story
FH Structured Solutions customer story
Pinegrove customer story
Your AI Jam post on LinkedIn, November 4, 2026
Your post on AI agents and loan data, October 26, 2026
Your Private Credit AI Jam post, October 21, 2026
Your post on JPMorgan and AI agents, October 19, 2026
Series A announcement, Insight Partners, February 23, 2026
Fintech Global: Hypercore secures $13.5m Series A, February 24, 2026
The Drawdown via hypercore.ai, October 5, 2026

Your open roles

Sales Development Representative, first posted September 15, 2026
Bookkeeper, first posted November 3, 2026

Your customers

OKOA · FH Structured Solutions · Pinegrove Venture Partners (santehq.com/customers and your posts). Customer photos are from santehq.com/customers.

How the 25 were picked

26 stores found and scored on 6 rules; the 25 chosen to teach: 15 strong, 6 middle, 4 at the edges. Logos are from each store’s own site.

Sources: With Intelligence, Alternative Credit Investor, Altss, Commercial Observer, IPE Real Assets, Bisnow, Pulse 2.0 and the lenders’ own announcements, each opened and saved on November 9, 2026.
Customer check: hypercore.ai shows Copernicus Credit and EDGE Growth as logos and OKOA, FH Structured Solutions, Pinegrove and Greymax as stories; none is on this list. Account sites were not checked for a powered-by line.
Where a source does not give a team size or book size, the row says not stated; it means not shown in the source.
Rows dated March 16 come from a With Intelligence article that describes events from late 2025 and early 2026; the row text says when each happened.