We’re a technology startup building a connected workflow for relationships, investor research and fundraising. Meet SocialOS and DealOS.
See the products we’re buildingOne connected ambition, from the first introduction to the work that follows.
Good relationships begin with context. A successful raise also needs organisation, clear information and follow-through. Today, that work is often spread across disconnected tools.
We started Shepherd Gate to bring those pieces together. Our mission is to give capital advisers, companies and investor teams a connected way to find the right relationships and manage the work of fundraising.
We’re building both sides of the process: the relationships that open a conversation, and the workspace that carries it forward.
Relationship intelligence
SocialOS is our relationship and research workspace. We’re designing it to help teams organise who they know, understand the context behind a relationship and find better routes into the right conversations.
Fundraising execution
DealOS is our fundraising workspace. We’re building it around investor engagement, shared materials, questions and diligence, so the team can keep the process moving and give investors the context they need.
The product websites include interactive previews with illustrative data. The operational platforms are in development.
Our goal is for a useful piece of context to carry through the whole process: from research and a warm introduction to investor engagement, controlled sharing and diligence.
That means building SocialOS and DealOS around a shared intelligence layer, while keeping decisions and permissions with the people responsible for them.
Our focus now: product development, workflow validation and connecting the ecosystem.
We started with firsthand experience of private markets, family offices, investor relationships and technology. Now we’re turning that experience into the tools we wished we had.
Sam has spent eighteen years in private markets and has two exits of his own. He raises capital for founders from family offices and institutions across the Gulf, Europe, India, Japan and the United States.
Hauk is a family office investor across Oslo, Paris, London and New York, from luxury consumer to energy transition. He has spent a decade bringing technology into the Gulf.
Hugo was Global Head of Investor Relations at a leading investor platform. He builds the firm's research, profiling and data infrastructure, and is based in Hong Kong.
Business development expert with experience across investor engagement platforms and start-up growth roles.
We’re interested in conversations with early users, technical partners and startup programmes who understand the work we’re building for.