Built from what you told us last Wednesday. We check our read, walk the plan week by week, and agree what has to be true for it to work.
For Michael White · Monday, November 2, 2026 · Discovery Call 2
hours an advisor loses to admin each day. The problem Ariath solves, safely inside SEC rules.
clients so far, mostly from industry events and your own network.
calls a week off Advisor Pro data, plus email and LinkedIn, all by hand across a team of five.
design partners by January to shape the roadmap, then the next funding round.
Our read, to check with you. The product is ready for design partners. What limits you is how many of the right RIA leaders hear about Ariath before January, and every one of those conversations costs your team hours today. Where is that wrong?
From today to the end of January, with the holidays in the middle. Outreach has to be live in November to count.
Of your last ten first conversations with an RIA, how many became a serious design partner talk? That one number sizes everything else.
Time, data access, a fee, a reference? The ask decides who says yes, and how many conversations it takes.
We fill these in with you on this call. The plan that follows is sized from your answers, not from a guess of ours.
The primary contact, in your words. They hear about the hours their advisors lose to meeting prep, follow-up emails and CRM updates, and what a firm does with those hours back.
Brought in to evaluate. They hear how Ariath works inside SEC rules, with redaction, scoped access and an audit log on every action.
Every firm checked as an RIA before it goes on the list. Private equity and other asset managers stay off.
Firm size and advisor headcount that fit a design partner. Which sizes fit best today?
Your five clients, anyone in a live conversation with you, and anyone your team is already calling.
RIA founders, CEOs and COOs who fit a design partner, with compliance named at each firm.
Messages go out from your team, in your voice, about the admin problem their advisors already have.
Each answer is read and goes to the right person, so a leader who asks a question gets a real answer fast.
A leader who says yes gets times to talk, and the meeting lands on your calendar.
It runs beside your events and your network. Your 200 calls a week go to people who have already replied, not to cold dials.
Agree the ideal design partner. Build the signer list and the first messages. You approve every word. New sending domains warm up for 17 days, so this starts now.
Who sends, you, your team, or both?
Outreach goes live by email and LinkedIn. Replies are read and routed, and first conversations land on your calendar before the holidays.
How many conversations a week does your team have room for?
First conversations turn into design partner talks. We keep what works, change what does not, and widen to the next firm sizes on your list.
What counts as a signed design partner for you?
A shape to test with you, not a schedule. Exact dates come with the proposal, once we know the ideal design partner and who signs.
The signer list, the messages, the sending setup and the reply routing, built around your ideal design partner. Nothing goes out before you approve it.
We run it live with your team for four months, through January and beyond. You see it working, and it changes as the replies come in.
Then you own it. The list, the system and the playbook stay with Ariath, ready for the funding round and the hires after it.
One point of contact the whole way through, and everything we build is yours at the end.
interested replies in one week, on our own outbound.
Outreach to hospital procurement and clinical engineering buyers for Innovative Radiology. Tim Rath talks about it on the page we sent you.
Outreach for BOY Machines, sent in each field rep’s own name. Before that, growth came from trade shows and the quote book.
We have achieved 88 interested replies on our own outbound in the week of October 12 to 18, 2026. These are our own results. Your numbers depend on your market and your offer. Source: interested replies to our own outbound, one per person, October 12 to 18, 2026.
After today, a short recap comes to you from Ben. We book the next call before we hang up.