Four services. Scoped and priced separately.
Take one or combine them. Research and software come from the same team, so nothing gets lost between the list and the tools used to work it.
Verified companies, researched by people
Research delivered as documents. Every company is checked against independent sources before it reaches your desk, whether you are buying or selling.
Buy-side targets
- Off-market companies matched to your buy-box
- Ownership and key-contact signals
- Why it is actionable now
- Facts and estimates clearly marked
Sell-side buyer lists
- Strategic acquirers, PE platforms and roll-ups
- Fit reasoning for every name
- Verified decision-maker routes
- Ready to put in front of your client
Software your deal team runs on
Built around the workflow your team already has, deployed under your branding, and quoted at a fixed price before anyone starts.
Origination and pipeline
- Deal screener that scores your targets
- Pipeline, CRM and broker trackers
- Outreach sequences and reply sorting
Execution and AI
- NDA, LOI and IOI generators
- Document review and research agents
- Valuation and debt calculators
Consolidation and LP updates without a migration
We do not move your portfolio to new software. Tools are built around the spreadsheets, accounting systems and drives your operators already use.
Portfolio operations
- Consolidation dashboards against plan
- KPI scorecards across companies
- Integration and 100-day tracking
- Multi-currency roll-ups
Investor reporting
- Investor one-pagers and deal memos
- LP update and newsletter builders
- Fundraising CRM
- Reporting packs on your cadence
Your firm's own website and materials
A separate service for the firm itself. Advisory sites and credentials decks age badly, and sellers judge you on them before the first call.
What we build
- Firm website that you can update
- Credentials and capability decks
- Deal announcements and tombstones
- LinkedIn company page set-up
How it runs
- Fixed scope and price, in writing
- Working version first, so you can steer
- Your domain and accounts, owned by you
- Optional monthly hosting
What lands on your desk
Six kinds of output. Each one is built for a specific decision, not a generic database export.
Off-market target brief
Companies that fit your buy-box and are not in a process. Overview, ownership, why it is actionable now, and a contact route that works.
Buyer list
Who would realistically buy the business you are mandated to sell: strategics, PE platforms and active roll-ups, with the fit reasoning for each.
Market landscape
The full map of a sector before you commit capital. Who owns what, who is consolidating, and how much runway is left.
Owner and contact enrichment
A list you already have, made usable. Decision-makers identified, contact routes verified, dead records marked.
Deal-trigger monitoring
We watch your named universe for succession signals, filings, ownership changes and distress, and tell you when something moves.
Data-room preparation
Structure, index and naming sorted before diligence starts, plus a written list of what is missing.
Start free, then scale what works
Judge the research on a free sample first. Nothing starts until the scope and price are agreed in writing.
Free sample
Two real off-market targets in your niche, profiled and verified.
- No cost
- Nothing signed
- Usually within a few working days
Pilot or retainer
A paid pilot priced per batch, then a flat monthly retainer by volume for active mandates.
- Test at real volume
- Monthly target flow
- Deal-trigger monitoring
- A named contact for your mandate
Scoped build
Deal systems, reporting tools or your firm website, at a fixed price on a written scope.
- Working version first
- Your branding, your ownership
- Optional monthly support
Send us your acquisition criteria.
Tell us the sectors, regions and size range you care about. The free sample shows you exactly what the research looks like.