Our Suggested Workflows

Proven use cases we can deploy for you, start now.

Find & Engage Buyers

Find, Research and Contact potential acquirers for sell-side deals.

• Search Crunchbase, Pitchbook, LinkedIn, and Web Indexes

• Filter by M&A history, strategic fit, target markets, etc.

• Get 50–200 credible acquirers for your client

Track M&A Intent Signals

Watch social media, newspapers, and company websites for hints they may need M&A services - e.g : Geographic expansion, Missed earnings, CEO Exit, “Exploring strategic options” language in PR.

Get weekly digests or alerts in CRM.

• You stay top of mind when client needs you

• You turn public signals into real conversations

• You earn strategic edge with minimal analyst efforts

Instant Company Profiles

Ping target company name via Email, WhatsApp, or a CRM note, get a standard formatted company profile within minutes, including a fact sheet, business overview, key business lines, recent news & events.

• Save 15+ hours of every analyst’s workweek

• Boost info-to-action loop from days to minutes

• Rest assured that reports didn’t miss key information

Source Deals Reliably

Use previously generated email lists and company profiles to write personalized emails in your firm’s tone, track deliveries, open rates and receiver’s interest, log it all in your CRM, automatically.

• Save 50+ hours per deal on research and outreach

• Move sell-side pipeline deals faster than ever

• Grow your firm’s network beyond location

Flexible - Risk Free Pricing

Book a Free consultation - Explore what automations will yield the fastest breakeven, the highest ROI, and make solid business sense.