Tom Okafor
🔥Active· Partnership structure on the tableTrustedpedeal-advisoryconnectorManaging Partner · Northgate Capital
Next action: Draft advisory term sheet; send landscape map to Omar firstlast touch 2026-07-07
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Relationship Intelligence
How we're connected and how strong it is
- How we met / origin: Former colleague from carrier days — 15 years of history, two deals worked together.
- Mutuals: James Park (his portfolio intro), Omar Haddad, Bill Hartley.
- Strength rationale: Referred me into Atlas (now a client). The single most productive node in the network.
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Business Context
What's going on in their world that matters to us
- His mandate: Deploy Fund IV into insurance services; differentiate on operational value-add.
- Pain point: No in-house tech/AI diligence bench — rents it deal-by-deal.
- Where I help: Repeatable diligence support plus a filter for insurtech deal flow.
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Engagement Strategy
The plan for moving this relationship forward
- Next best action: Put a term sheet in front of him — retainer + success fee, before he anchors elsewhere.
- Give first: The specialty-MGA landscape map for Omar.
- Open questions: How does he want conflicts handled if Northgate bids on a company I advise?
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Notes
- Best reached by text. Boston marathon runner (fictional detail).
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Interaction Log
＋ Log interaction
- 2026-07-07— Dinner
Dinner with Tom in Boston. He floated formalizing: retainer + success fee for tech/AI diligence across Fund IV insurance deals. Asked me to draft the structure. Also wants my read on Brightline as a Fund IV target — flagged my potential conflict; he appreciated the disclosure. Next: term sheet draft + conflicts language.
- 2026-06-08— Call
Monthly-ish catch-up. Northgate closed the Atlas add-on acquisition. Tom credited the underwriting-ops findings from my diligence for the price adjustment. Referral energy high.