Deal sourcing
Deal sourcing that runs every day.
Target lists, outreach, replies, meetings and a CRM that scores every lead.
What you get
- 01
Target lists
Firms and owners found from public filings and trigger events.
- 02
Outreach
Sequences from your domain, in your voice.
- 03
Replies sorted
Every reply read, routed and logged.
- 04
Meetings booked
Times in their zone, booked and verified.
- 05
CRM and lead scoring
Every lead in one place, scored and followed up.
- 06
Reporting
One table across every platform.
ForM&A advisorsPE firms and independent sponsorsLenders and transaction advisors
Proof
Deal systems · Client engagement
Reply triage
Every reply sorted and sent to the right client.
See how it worksDeal systems · Client engagement
Meeting-booking agent
Finds a free time and books the meeting.
See how it worksDeal systems · Client engagement
One reporting layer
Two platforms, one table.
See how it works