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Talk to the principal.
Call or email directly — no intake teams, no gatekeepers, no forms. Initial outreach is treated discreetly.
The public website is not a secure channel, so a first note should stay at the parameter level.
Helpful in a first note
- Transaction type
- Approximate purchase price or enterprise value
- Timing
- Industry or asset class
- Desired RWI limit
- Counsel or referrer, if applicable
Hold until an NDA is in place
- Purchase agreements and disclosure schedules
- Diligence reports and data-room materials
- Privileged or personal information
- Policy documents and claim records
WolfTRI confirms the appropriate NDA and secure exchange channel before any documents move.
Start an email with these parameters outlined