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The decisions being made here are among the most consequential a company will face. We believe they deserve a different kind of attention.

Most executive search firms are built to scale. They run many searches in parallel, distribute work across teams, and optimize for throughput. This is not a criticism; it's simply a structural reality. But it has consequences for the quality of the work that reaches any individual client.

Whiterock is built differently. Four searches maximum at any time. One partner doing the actual work on every engagement. No junior team running point and handing off at the end. This structure exists because we believe it produces better outcomes: not better-looking outcomes, but better actual results, measured by whether the person hired succeeds in the role.

The pages that follow describe how every Whiterock engagement operates: the principles that govern how we work, the seven phases of the search process, the role of modern methodology in the work, and the accountability structure that backs everything up.

The AI feedback synthesis was the biggest gift. No other recruiter has ever done this. The depth of insight, the themes surfaced from candidate feedback: it was unlike anything I've seen in 20 years of hiring.

Jim Kaskade
Chief Executive Officer, Centrilogic
i

Principles

1
Senior execution on every engagement

Scott does the research, the sourcing, the candidate conversations, and the client updates. Not an associate. Not a researcher. Scott. This is not a differentiator that can be replicated by a firm that runs 30 searches at a time.

2
Constrained volume, by design

Four searches maximum at any time. When we're at capacity, we say so. The clients who are working with us get what they were promised, not a fraction of it.

3
No competing searches

We do not run concurrent searches for competing companies or competing roles. The network relationships that make this work require it.

4
Transparency about fit

If a search isn't one we can execute at the highest level, we say so before taking it. If something changes during an engagement that affects our ability to deliver, we tell you. The relationships that matter to us are built on candor, not optimism.

5
Honest pricing

Fixed fees, typically below the norm for retained executive search (which runs 33% of first-year compensation). No indirect expenses buried in the invoice. You know what you're paying before you sign.

6
Unconditional accountability

100% money-back guarantee, at any time, for any reason, during the course of the search. No questions, no negotiation. No client has ever asked for their money back. But the guarantee is real, and it shapes how we work.

ii

The Search Process

1

Foundation

Before we launch, Scott personally interviews every internal stakeholder — everyone who will interview candidates — to understand their views on the ideal hire, how they plan to assess fit, and the industry and competitive dynamics that shape the role. During this phase Scott writes the position spec, the candidate scorecard, and the interview guidelines, and conducts the research to identify prospective candidates. The question Scott is trying to answer is, “If we could hire anyone, who would it be?” — not the easier question most recruiters ask, which is, “Who do we already know?” None of this is delegated.

2

Launch

We launch on Sunday evenings. Most executives clear email before the work week begins, and the response rate reflects that. Tina runs the top of the funnel and manages initial outreach; where appropriate, Scott reaches out personally or arranges a warm introduction. We hold our first weekly status call the following Friday. By then we typically have several candidates engaged.

3

Calibration

Tina conducts the first screen; Scott conducts the Zoom interviews that follow. As soon as we have two or three viable candidates, Scott pushes to get them in front of the client. These calibration candidates exist to test the profile — their feedback almost always sharpens what the client is actually looking for. That recalibration is how the process is supposed to work, not a sign anything is off track.

4

Active Pipeline

Over the next thirty days or so, we continue to interview candidates and pass the ones we recommend to the client. We also collect compensation data from every candidate we screen, which gives us a real-time comp survey specific to this company and this role — usually more useful than anything published. The goal is to exit this phase with three to five strong candidates ready for deeper evaluation.

5

Narrow the Funnel

The top three to five candidates meet with a broader set of executives and, where appropriate, board members. This phase typically takes one to two weeks. The goal is to identify the top one or two finalists.

6

Final Presentation

We often have the top one or two finalists prepare a presentation for the board or executive team built around a single question: what would you do if you got this job? Candidates sign an NDA and are given access to a data room. We prefer to schedule these sessions in the late afternoon, leaving time for Q&A and a dinner afterward that gives both sides a chance to read each other in a less structured setting. It is often the single most clarifying step in the search.

7

The Close

Once the client selects the finalist, we conduct reference checks, manage the compensation negotiation, assist with closing the offer, and offer pre-boarding and onboarding suggestions. Most of our searches run start to finish in this rhythm, but we're flexible when needed.

iii

Rigor Before Launch

"Whiterock invested meaningful time with my team to deeply understand and help define the role before beginning the search, which materially improved the quality of candidates and the efficiency of the process."

Angel Lisinski
Chief Executive Officer, Lisinski Law Firm

Every search begins with two to three weeks of work before a single candidate is contacted. Clients consistently identify this as the most differentiated phase of our process.

Most search firms treat the first week as onboarding: gather a brief, flip on sourcing, and start showing names. Whiterock treats it as the most consequential phase of the engagement.

Before we approach a single candidate, Scott personally interviews every stakeholder who will touch the hire — peers, board members, direct reports — to surface the disagreements that would otherwise derail the process in month three. He writes the position spec, designs the candidate scorecard, and maps the candidate market. The output of this phase is a shared picture of success that every interviewer has endorsed, and a candidate profile sharp enough to source against precisely.

The investment here consistently produces better outcomes downstream: cleaner interview processes, faster alignment on finalists, and offers that don't collapse because the CEO and the lead board member had different definitions of the role.

iv

Modern Methodology

AI as an instrument of judgment. Not a substitute for it.

"Being a real thought partner along the way is critical. Scott asks 'Are we sure about that? Are we sure that's the right profile? Are we sure we don't want to stretch on compensation?' That level of pushback, combined with his experience, means you're not just getting a recruiter — you're getting an advisor."

Derek Hutson
Chief Executive Officer, Knack

Executive search generates an unusual amount of signal: candidate interviews, reference conversations, client feedback, market intelligence. For most of the industry's history, this signal was processed the same way it always had been: through the judgment of whoever happened to be involved in the search.

We now use AI-assisted synthesis to surface patterns across that signal more rigorously and more quickly. Candidate feedback gets analyzed for themes. Reference data gets synthesized across sources. Market intelligence gets organized and queried in ways that weren't previously practical.

The judgment about what any of that means — which candidate belongs in front of a client, which reference concerns are disqualifying, which market signals are worth acting on — remains human. The tools accelerate and sharpen that judgment. They don't replace it.

We are explicit with clients about where and how we use these tools. The methodology is a feature of the work, not a background process. Clients who care about it can ask. Clients who don't can simply observe the results.

v

Accountability

0%
Completion rate across all engagements since 2003
0%
Money-back guarantee, any time, any reason
0+
Years in the Austin technology market
0
Clients who have ever asked for their money back

We believe the strongest signal a search firm can send to a client is the willingness to put its fee at risk. The guarantee is unconditional. If you are not satisfied with how we are working at any point during the engagement, you get your money back. No negotiation. No questions. We have never been asked.

The next leadership hire
is rarely the easy one.

If you're a VC, PE, or privately held technology company looking to fill a CEO, C-level, or VP-level role, reach out directly. If we're at capacity or the search isn't a fit, we'll say so clearly.

The next leadership hire
is rarely the easy one.

If you're a VC, PE, or privately held technology company looking to fill a CEO, C-level, or VP-level role, reach out directly. If we're at capacity or the search isn't a fit, we'll say so clearly.