LoomNX · Introducers
For Introducers.
LoomNX has built our client base through relationships. Investment bankers, lawyers, accountants, and other trusted advisors have sent us their toughest situations — founders scaling past their current leadership, businesses preparing for capital raises, family firms navigating succession — and lasting engagements have grown from those introductions. This page is for the advisors we work with today, and those we might work with tomorrow.
What LoomNX does.
LoomNX places senior generalist executives — fractional CEOs, Presidents, and COOs — as embedded operators in companies at inflection points. Our Partners take real decision rights, run teams, and stay through the outcome. When engagements need deep functional expertise, our Partners draw on The Roster: our vetted network of specialist fractional leaders.
Read more about how we workWhen to introduce a client.
Founders and Boards benefit most from a LoomNX introduction at specific inflection points:
- Preparing for a capital raise or strategic transaction
- Founder or CEO transition
- Growth that has outpaced current leadership
- Post-acquisition integration
- Preparing a business for eventual sale
- A family firm professionalizing for the next generation
How to introduce.
The simplest path is a warm email introduction to Scott (support@loomnx.com). Include a sentence or two on the situation and the founder’s context. Scott will respond within two business days and coordinate directly with the founder from there.
If you’d prefer to talk before introducing, request a fifteen-minute call at the same address. We keep these lightweight.
Referral arrangements.
Where appropriate, LoomNX has referral fee arrangements with Introducer firms. Terms are simple and set at the outset of the relationship. For firms who prefer reciprocal-only arrangements — referrals traded rather than fee-based — we work that way too. Professional services firms have preferences about fee arrangements, and we adapt to what fits.
The Roster overlap.
Many of our Introducers are also members of The Roster — specialist fractional leaders our Partners bring into engagements when clients need functional expertise. The two relationships often reinforce each other: strong Roster relationships build the trust that leads to client referrals, and Introducers who understand how LoomNX works are natural candidates for Roster engagements.