Two-sided pipelines
Investor sourcing and brand sourcing as distinct desks, not one list with a type column.
For franchise consultants
The mandate, the match and the fee in one place
Consulting franchise deals means holding two sides at once: brands looking for franchisees, investors looking for a brand. The value is in the match, and the match is exactly what generic CRMs cannot model.
The day this replaces
You keep two pipelines and a mental index of which investor might suit which brand. When a colleague asks why you matched those two, the reasoning is in your head.
- Brand mandates and investor leads live in the same CRM with no idea that they are two sides of one market.
- Matching is done from memory, so it cannot be reviewed, taught or handed over.
- Engagement delivery — what you promised the client — is tracked separately from the deal.
- Fees and brokerage are invoiced from a spreadsheet, without the TDS treatment.
- Work delivered inside a client’s system leaves no attributable trail of who did what.
Match explain
Investor ↔ brand 82 Strong
- Capital fit ₹ 18L–25L vs ₹ 20L ask
- Geography Pune — territory open
- Category F&B — QSR experience
- Timeline Ready in 60 days
The chain, your way through it
How the work runs
Take the mandate
Brand-side and investor-side leads are separate flows on the same spine, each with its own pipeline, scope and desk — because sourcing a brand and sourcing an investor are not the same job.
Match, and show why
Investment profiles score against brand requirements on capital, geography, category and timeline, and the score explains itself. A match you can defend is a match you can bill for.
Deliver the engagement
Engagements carry the scope you sold, the work against it and the people doing it — attached to the deal rather than filed beside it.
Bill it
Fee schedules per engagement with GST on the invoice and TDS 194H or 194J tracked as a credit ledger, so what you invoiced and what you banked reconcile.
Operate for the client
With a granted seat you can enter a brand’s own workspace and run their franchise programme inside it — every action dual-attributed in the audit trail: who acted, and on whose behalf.
What you get
Explainable matching
Banded scores with the criteria that produced them — reviewable, teachable, defensible.
Managed brands
Work inside the client’s workspace with dual attribution, instead of handing over a spreadsheet.
Fees with Indian tax built in
GST invoices and TDS credit tracking on consulting and brokerage income.
How it is priced
Consultants are priced per seat with no per-brand fee — you can carry as many brand and investor mandates as you can service.
Prices are quoted to the shape of your network rather than published, and exclude GST. Ask for pricing and we will send the numbers.
Also on the chain
Not shown aboveRohit Deshmukh
- Capital
- ₹ 18L–25L
- Source
- Expo counter
- Captured
- 09:14
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See FranOpero as franchise consultants would use it
Sign up and set up your own workspace, or ask for a walkthrough of this exact flow.