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Deal Origination, Reinvented

We are changing the way intermediaries, investors and companies manage private investment deal flow.

While the days of smile-and-dial lead origination remain active, today’s marketing automation tools have changed the way we interface with the various stakeholders to large capital transactions. By automating both processes and outreach, individuals and teams are better able to maximize their efforts in sourcing, nurturing and closing some of the most interesting target prospects.

Automate email follow-ups for target entrepreneurs, investors and deal intermediaries. Track response rates, hits to the data room, and task completions to better gauge the activity and interest of various parties to a deal. Create specific automated actions based on triggering events such as downloads, views, clicks and calls. Our system allows deal makers to get smarter with their data and more efficient with their deals.

Streamlined Deal Nurturing

Whether your run deals on the buy or sell-side, keeping in regular contact with prospects, intermediaries and LPs can prove time-consuming. Use our platform to create personal, but automated outbound email sequences, allowing you to maintain a closer distance between you and your most important deal stakeholders. After initial contact has been made to targets and industry M&A professionals move your leads through your funnel using targeted, personal drip campaigns. Maintain your practice as top-of-mind with your most important contacts.

Increased Simplicity

Eliminate the complexity of target outreach and follow-ups. For both investors and intermediaries some of the most time-consuming tasks include sourcing deals from investment bankers and successful entrepreneurs. By collecting your contact information directly into the deal CRM and creating fully integrated communications and tracking, you avoid the potentiality of losing access to the most promising prospects.

Outbound & Inbound Analytics

Make informed decisions based on what you know, not your best guess. Stop guessing whether your outbound emails and inbound hits to the platform are successful. Our powerful analytics tools allow users to make time-sensitive decisions based on actionable data. Use our platform to track all the requisite metrics so your deal teams can fully understand what works and what doesn’t. Our analytics tracking provides information on which leads, industries, campaigns and rainmakers are best performing, allowing users to better benchmark performance and project future revenues.

Actionable Due Diligence

By synching marketing automation with our custom CRM and virtual data room, deal teams are better equipped to understand the nuances of individual investors visiting the data room and the outbound campaigns that brought them there. By understanding who is visiting the data room, what they are viewing (and for how long) and what actions they take, your deal team will be better prepared to spend valuable time on the people and processes that matter most.

Go Mobile

Today’s dealmaker is rarely tied to a desktop. With our mobile application investors, entrepreneurs and intermediaries can conduct their most important deals on-the-go, reaching and communicating on the most important deals, regardless of location. Use our mobile app to access your portal account wherever you go.

Marketing Automation Capital Advisory

Maximizing seller value in mergers & acquisitions

Tell us about your M&A needs

1 Step 1

Our M&A Process

Mergers & Acquisitions Advisory
for the middle market.
  • Strategic Planning

  • Assess Financial Readiness

  • Align M&A Criteria

  • Research Target Industry

  • Target List Building

  • Target Outreach

  • Engage Targets

  • Letter of Intent (LOI)

  • Due Diligence

  • Closing

  • Target Integration