What changes
Grow the book, not the headcount.
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Partners back with clients
Mapping, longlists, outreach and scheduling come off the partners’ desks, so their hours go back to clients and candidates.
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One method across the firm
Every search runs the same way: a scorecard written for the brief, the market mapped in full, and a written reason for every decision.
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A memory the whole firm shares
Every conversation, note and candidate lives in one record the firm can search, rather than in one partner’s inbox.
In practice
How boutique firms use Topliner.
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A market map for every pitch
Every company in the market, read by agents and checked by researchers, ready before the first meeting.
Research -
Know the candidate before the call
What anyone at the firm learned in a conversation, the story of every company they worked at, and who you know in common.
Candidate insights -
Replies that never get lost
Approaches go out from the search, and every reply lands on the right candidate in the right search.
Outreach -
One pipeline for every partner
Every search, stage and placement in one place, with a client portal on each search.
ATS & client portal -
Ask the firm’s memory
Who did we meet last year for finance roles in fintech? The copilot answers from your own notes and searches.
Copilot -
The whole platform
Research, candidate insights, outreach, the pipeline and the client portal, with a copilot over all of it.
Platform overview
Security
Security your clients can verify.
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SOC 2 Type II
Independently audited. The report is shared under NDA.
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Hosted in the EU
Production runs in Germany. Encrypted backups sit in a separate region in France.
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Encrypted in transit and at rest
TLS 1.2+ on every connection. Data encrypted at rest, backups with AES-256.
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Never used to train AI
Your searches, notes and candidates never train an AI model. It is in our terms.
Questions
Questions, answered.
Do we need our own researchers?
No. Agents read the market and our senior researchers check every name, so a firm without a research team has one on every search. Firms with researchers use Topliner to give them more reach.
Can every partner work in it at once?
Yes. The firm works in one workspace: shared companies, people and notes, a pipeline for every search, and access you control.
Is our data kept apart from other firms?
No. Data is shared only inside your own workspace, under access controls you set. We do not sell or rent it, and candidate data is not shared between firms.
Is it secure enough for our clients?
Topliner is SOC 2 Type II audited, hosted in the EU and encrypted in transit and at rest. Your searches, notes and candidates are never used to train AI models – that is in our terms, not just our policy.
Ask your AI
Ask your AI what Topliner means for boutique firms
Open your assistant with a question already written: what you get, how a search runs, and what is still your call.