/

DEAL FLOW

Custom Deal Flow Engines

Stop Managing Multi-Million Dollar Deals on Spreadsheets.

Stop Managing Multi-Million Dollar Deals on Spreadsheets.

We build proprietary digital platforms for M&A brokers, PE firms, and boutique investment banks. Move beyond static lists and transform your manual deal flow into a streamlined, high-speed ecosystem. Owned by you, built for your specific thesis.

/

THE PROBLEM

/

THE PROBLEM

The "Spreadsheet Ceiling"

Maximize Efficiency with Intelligent Systems

You have the network and the mandate, but your operations are fragmented across Excel, email threads, and generic CRMs.

/01

The "Intent" Gap

You have data on revenue and EBITDA, but no systematic way to track readiness to sell.

/01

The "Intent" Gap

You have data on revenue and EBITDA, but no systematic way to track readiness to sell.

/01

The "Intent" Gap

You have data on revenue and EBITDA, but no systematic way to track readiness to sell.

/02

Deal Decay

High-value introduction requests slip through the cracks of your inbox.

/02

Deal Decay

High-value introduction requests slip through the cracks of your inbox.

/02

Deal Decay

High-value introduction requests slip through the cracks of your inbox.

/03

The Perception Problem

Buyers expect a sophisticated digital experience. A PDF or a spreadsheet row doesn't cut it anymore.

/03

The Perception Problem

Buyers expect a sophisticated digital experience. A PDF or a spreadsheet row doesn't cut it anymore.

/03

The Perception Problem

Buyers expect a sophisticated digital experience. A PDF or a spreadsheet row doesn't cut it anymore.

/

THE SOLUTION

/

THE SOLUTION

/

THE SOLUTION

Your Proprietary Platform

Maximize Efficiency with Intelligent Systems

Your deal process is unique; your software should be too. We engineer a custom three-part ecosystem designed around your specific needs, ensuring a seamless flow from the first touchpoint to the final signature.

The Buyer Portal (Front Office)

Give your buyers a reason to come back. We build a sleek, branded interface where LPs and buyers can filter your proprietary deal flow, view curated lists, and "Request Introductions" with a single click.

The Buyer Portal (Front Office)

Give your buyers a reason to come back. We build a sleek, branded interface where LPs and buyers can filter your proprietary deal flow, view curated lists, and "Request Introductions" with a single click.

The Buyer Portal (Front Office)

Give your buyers a reason to come back. We build a sleek, branded interface where LPs and buyers can filter your proprietary deal flow, view curated lists, and "Request Introductions" with a single click.

The Matching Engine (The Brain)

Connect the dots automatically. We build logic that compares your active deals against buyer profiles, checking specified criteria. The system instantly generates a shortlist of targets, so you don't have to manually hunt through your contact list.

The Matching Engine (The Brain)

Connect the dots automatically. We build logic that compares your active deals against buyer profiles, checking specified criteria. The system instantly generates a shortlist of targets, so you don't have to manually hunt through your contact list.

The Matching Engine (The Brain)

Connect the dots automatically. We build logic that compares your active deals against buyer profiles, checking specified criteria. The system instantly generates a shortlist of targets, so you don't have to manually hunt through your contact list.

The Admin Command Center (Ops)

Total visibility. When a buyer requests an introduction, your team is notified instantly. Vet requests, initiate offline outreach, and update deal status without ever touching a spreadsheet.

The Admin Command Center (Ops)

Total visibility. When a buyer requests an introduction, your team is notified instantly. Vet requests, initiate offline outreach, and update deal status without ever touching a spreadsheet.

The Admin Command Center (Ops)

Total visibility. When a buyer requests an introduction, your team is notified instantly. Vet requests, initiate offline outreach, and update deal status without ever touching a spreadsheet.