Automations For High growth Investment Teams
3x your team's capacity and save 100+ hours/month - No more hiring, training, firing or burnouts.
Track Intent Signals
Track you favourite companies for hints they may need M&A services.
Find, qualify and contact potential acquirers for sell-side deals.
Write personalized emails in your firm’s tone, track deliveries, log all in your CRM.
Find & Engage Buyers
Source Deals Reliably
Your Team is Suffocating.
"We've been doing it the same way for 25+ years"
We haven't even tackled Investment Memos, Due Diligence, Meeting notes, etc. Your team is drowning in urgent but insignificant work. Leaving big money on the table.
Heavy research, data analysis and document production turn one word from a manager to days of work for the team.
"Research ACME Corp. For This Acquisition"
"Contact Top 50 from our Acquirer list"
"Find 50 potential acquirers for ACME Corp"
5+ hours lost in research, news articles, websites, and data analysis for a company profile.
20+ hours lost on LinkedIn search, looking for good fit and tracking decision makers.
8+ hours lost to find emails, craft the right approach, and personalize each message.
Meet The New Way Of Doing It.
We Build Custom Automations For Your Investment Team
Take Care Of The Big Work, The Rest Handles Itself.
Higher Margins, Higher Scale.
Slash boring work from the root. Boost hourly output by 50% or more using our automations.
Keep your team lean, productive, and your firm expertise in-house with a custom AI infrastructure.
Store your data in-house, or on the cloud. Completely secure and fully accessible, from anywhere.
Efficient, Reliable, Predictable.
Confidential, Compliant, Safe.
Your Teams Works In Minutes, Not Hours. Your firm Is On Autopilot.
Tools We Use
THE POINT IS...
Scale your firm, on Autopilot.
Stop killing your firm with low-leverage work. Build structured, reusable systems that operate 24/7, remember & prioritize tasks, meet deadlines, and track it all in real time.