Tentt
Confidential origination memo
Prepared 29 April 2026
Tentt × Balderton Capital
Prepared for
Balderton Capital

Business development program scoped for Balderton.

Inside: a one-paragraph read of your mandate, 8 real companies we'd put in front of you this month, the signals we'd track for you, and how we'd run it.

v.04.29 · Confidential
For David Walker-Dobson, Tentt Founder
4-minute overview · David Walker-Dobson

Why we built this for Balderton, and what running it would look like.

01 What we understand about your mandate
You back European-founded tech companies, seed through Series C, founder-led and repeat entrepreneurs, primarily UK, Germany, France, and the Nordics. Recent activity includes AI infrastructure (Reson8, Dash0), autonomous systems (Wayve, Quantum Systems), and vertical SaaS across fintech, healthcare, and developer tools.
Balderton Capital website
balderton.com · 29 April 2026
02 Companies we'd put in front of you this month
24 companies in your universe. 8 we'd open conversations with first. ↓ Download all 16 as CSV
Mapway
Manchester Airport · 1-10M revenue
Founder-led, mobility data, UK-based
Founder-led mobility intelligence platform, Manchester-based, seed-stage profile. Direct adjacency to Citymapper's urban transport data stack.
SuperOffice
Oslo · 1-10M revenue
Nordic CRM SaaS, repeat-founder profile
Oslo-headquartered CRM platform, founder-led, Series B shape. Vertical SaaS adjacency to Attio's CRM infrastructure play.
Fluctuo
Paris, Ile-de-France · 0-1M revenue
Mobility data, Paris-founded, seed-stage
Paris-based micro-mobility analytics, founder-led, pre-Series A. Mobility data infrastructure adjacent to Citymapper's transport intelligence.
Carzam
England|London Inner|London (WC)|London WC1E · 10-50M revenue
Automotive marketplace, London, scale-stage
London-based online car marketplace, £10-50M revenue band. Direct adjacency to Carwow's automotive marketplace model.
Prepr CMS
Utrecht · 1-10M revenue
Headless CMS, Netherlands, Series A shape
Utrecht-founded headless CMS, founder-led, Series A profile. Content infrastructure adjacent to Contentful's API-first architecture.
Teamgate
England · 1-10M revenue
CRM SaaS, UK-founded, Series A band
UK-based sales CRM platform, founder-led, £1-10M revenue. Vertical SaaS adjacency to Attio and Aircall go-to-market tooling.
Webiny
England · 11-50 employees
Serverless CMS, UK-founded, seed-stage
UK-based serverless CMS infrastructure, founder-led, 11-50 employees. Developer tools adjacent to Contentful and Checkly infrastructure.
Cityway
Bouches-du-Rhône, Provence-Alpes-Côte d'Azur · 10-50M revenue
Mobility SaaS, France, growth-stage
Provence-based public transport SaaS, £10-50M revenue, established. Mobility infrastructure adjacent to Citymapper's urban transport stack.
03 Signals we'd track for you

Six categories. Forward-looking. Tracked across your universe.

None of these are claims we've already detected anything. They're the patterns we'd watch for, daily, on the universe of companies we'd build for you.

Leadership changes
New senior hires (CEO, CFO, Chair) commonly precede transaction processes by 6 to 12 months.
Watch: Companies House officer history, LinkedIn role changes, press releases.
Hiring pattern changes
Rapid senior team builds and sustained downsizing both correlate with capital events. The shape of the hiring curve is often more predictive than any single hire.
Watch: LinkedIn employee growth, posted job listings, departure patterns.
Capital structure events
Debt refinancings, charges register filings, and equity rounds signal upcoming inflection points and often precede a process by 9 to 14 months.
Watch: Companies House charges register, public funding announcements.
Founder activity signals
Public framing about "next chapter", succession, or sustained retirement language predicts owner-led exits more reliably than any structural signal.
Watch: LinkedIn posting patterns, trade press interviews, third-party adviser engagement.
Capacity and geographic moves
Site expansions, planning applications, and new regional offices commonly precede growth financing or sale processes.
Watch: planning applications, Land Registry filings, press announcements.
Sector activity
Peer transactions reset valuations and unlock founder thinking. Tracking the bracket matters more than tracking any single account.
Watch: trade press deal coverage, sponsor exit announcements, public filings.
04 Sample outreach

Two emails. Real drafts, in your voice, ready to send.

Sent under your name, never as Tentt. Day 0 is the cold open with named-portco proof. Day +4 is the threaded follow-up with market data.

05 How we'd run it

Three concrete ways we'd build pipeline for Balderton.

Playbook 01 · Add-ons
Adjacencies for Revolut

Map fintech infrastructure and embedded finance adjacencies across European neobanks, payment rails, and consumer finance platforms. Direct founder outreach, framed as add-on conversation under your existing fintech portfolio.

Playbook 02 · Reactivation
Mandate-fit dormant pass

Run your existing CRM against your deployed-shape filter. Surface dormant prospects whose situation has changed: new owner, new financing event, new senior hire. Single wave, founder-direct, framed as a check-in.

Playbook 03 · Sector deep-dive
Founder-led vertical SaaS in Western Europe

Saturate your strongest sub-sector with founder-direct outreach across the entire deployed-shape universe. Eight to ten weeks of waves, prioritised by the strength of each company's fit signals.

06 What we run for you

Deal origination, run end-to-end, under your brand.

Tentt runs deal origination as a service for private equity, M&A advisors, investment banks, and lenders. We build the target list, write the outreach in your voice, and send cold-email campaigns from authenticated infrastructure in your firm's name. Completely whitelabeled. Recipients see your firm; replies route to your CRM; we never appear in the conversation.

07 Close

The data is yours. The conversation is the next step.

The full list of 16 additional companies is available to download above. When you've had a chance to look through it, book a 30-minute briefing and we'll walk through how we'd run a campaign against the priority cohort.

David Walker-Dobson · david@tentt.com · tentt.com
v.04.29 · Confidential