Doctrine · Concierge
The Concierge Protocol.
How a brief filed by a private concierge firm moves from intake to a consented introduction, with a person reviewing every step that matters.
Why concierge firms use it
Concierge firms hold the client relationship. What they often lack is a disciplined way to find and check off-market counterparties. Quantus Pulse gives them that, while the client stays anonymous to every counterparty until both sides agree to meet.
How a brief moves
- Intake. The firm files a structured brief: asset class, budget range, region, timing and constraints.
- Matching. The brief is compared with official company records and public sources. Each match shows where its evidence came from.
- Review. An operator checks the matches. Weak or unverified evidence is flagged, not hidden.
- Briefing. The firm receives a short written summary with the open questions listed.
- Introduction. Only after approval, one introduction goes to one verified contact. Contact details are released only when the counterparty accepts.
Discretion
Client identities are not shared with counterparties without consent. Documents are exchanged in a private deal room through short-lived, logged links, and every decision is recorded in an audit trail.
What it does not do
Quantus Pulse does not negotiate, settle or hold funds for anyone, and it does not contact counterparties without a person approving it first. Partner firms keep their own client relationships.
Concierge firms can apply for a partner account →
Quantus Pulse provides intelligence and introductions. It does not provide investment, legal or tax advice, manage assets, hold client money, arrange or execute transactions, or act as a broker. Quantus is not authorised by the Financial Conduct Authority.