Making a professional introduction

This route is for independent professionals and firms introducing a buyer or an equipment source. We focus on the relationship you can establish and the role you intend to perform.

Explain the introduction

  • Who you know, and how the relationship arose.
  • Whether you are introducing a contact or are authorized to act for it.
  • Other people or firms involved, and what each contributes.
  • Any relevant confidentiality, employment or commercial restriction.

An introduction can be valuable without a selling or purchasing mandate. Describe it accurately so the right person can confirm the opportunity and the right agreement can be used.

Agree the arrangement before sensitive disclosure

We use the existing referral or sourcing arrangement that fits the work you will perform. Any compensation, protected relationship and transaction scope are agreed in writing. Registering a name or forwarding an offer does not by itself create a fee entitlement.

If several people are involved, identify the contracting party and each participant's role. Anyone receiving protected information must have the required permission and written obligations. Listing a person's name alone does not establish those protections.

After the introduction is accepted

We confirm who will handle qualification, communication and follow-up. You receive the updates appropriate to your role and the applicable agreement. Participation in later meetings depends on the work required and on information permissions.

When an opportunity needs to pause

We pause if:

  • the relationship cannot be substantiated;
  • important participants remain undisclosed; or
  • the requested next step would breach confidentiality or the agreed process.

We explain the information needed to reconsider it.

ALSO APPLIES TO YOU

The rules for every relationship

HOW WE ARE PAID

How we are paid

We explain the applicable fee arrangement before an introduction.

  • Standard seller-paid process. SecondWatt is compensated under a separate source-side agreement. The buyer pays no fee to SecondWatt under the buyer confidentiality agreement.

  • Separate engagement. A buyer may engage SecondWatt for procurement services under written scope and fee terms. On that route, any compensation SecondWatt receives from the seller side is credited against the buyer's fee, as the engagement terms provide.

  • Both sides. Compensation from both a source and the buyer on the same transaction requires the buyer's written agreement.

  • Referrals. Any referral compensation requires its own signed arrangement.

  • There is no SecondWatt fee for an introductory conversation.

  • SecondWatt is paid when an acquisition completes, under the signed agreements.

  • We do not hold deposits or purchase funds.

  • Payments follow the transaction documents, and independent escrow with written disbursement instructions is our default.

Money and wire controls

  • Wire instructions are confirmed by a call-back on contact details already on file, never from an email alone.
  • A late change to account details stops the payment until it is confirmed.
  • Payments go to the account the transaction documents name, not to an intermediary.
  • Nothing is released on emailed instructions, side wires or “send it now and we’ll sort the paperwork later.”

WHAT PAUSES AN OPPORTUNITY

What pauses an opportunity

Urgency is never a reason to skip a step. A step is waived only in writing, with the reason recorded. If it can’t be cleared, the opportunity holds until it can.

  • Authority that can’t be confirmed isn’t established. Authority counts when it is confirmed directly with the named owner or signatory.
  • A confirmed company is not yet a funded buyer. Inspections, document pulls and taking equipment off the market wait for funding evidence in proportion to the commitment.

We pause when:

  • An owner or authorized source still isn’t identified once confidentiality is in place.
  • Several parties offer the same unit at different prices or locations.
  • Identifiers, nameplate photos or location are withheld indefinitely.
  • Documents are stale, inconsistent or recycled from another opportunity.
  • Someone presses for a buyer’s identity, funding evidence or an LOI before showing their own authority.
  • A deposit is requested outside the agreed escrow, or payment details change late.

We explain what is needed to reconsider it.

YOUR INFORMATION AND RELATIONSHIPS

Your information and relationships

We use confidential submissions to evaluate and progress the relevant requirement or opportunity under the applicable agreements. We do not publish confidential buyer identities, source identities, unit records or commercial terms without permission. Public model research is separate from the private records used for a specific opportunity.

We ask recipients to respect the same limits: no unauthorized forwarding, advertising, use for another buyer or reuse for another project. We document introduced relationships and respect the protections in the applicable agreements.

If your organization has procurement, legal or supplier-onboarding requirements, share them early. We will identify the information and review needed from each side.

Disclosure record. Each release of a serial number, nameplate photo or exact location is recorded with the recipient, the date and the purpose.

Opportunity record. Built as the work happens, before the money moves: who each party is, who represented whom and with what authority, what was reviewed, what was agreed, and where funds were directed.

See the full process on How SecondWatt works
BEFORE WE MEET

Before we meet

Reply to your SecondWatt contact with brief answers to these five questions. If confidentiality limits an answer, describe the restriction so we can agree how to proceed.

Use the five questions. Describe the relationship first, and wait for the agreed process before sending restricted client or source information.

  1. 1What is your company or professional practice, and what is your role in this opportunity?
  2. 2Are you buying for your own organization, representing a buyer, supplying equipment, introducing a relationship or evaluating technical fit?
  3. 3What requirement or equipment opportunity would you like to discuss, and what decision or timing matters next?
  4. 4Who else is involved, and what are you currently authorized to do?
  5. 5What can you share now, and what needs confidentiality protection or another party's permission first?
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Please do not send bank statements, identity documents, confidential client names or restricted equipment records in an initial inquiry. We will arrange the appropriate next step.