We build hands-off deal sourcing systems for mid-market PE firms. Unlock proprietary deal flow, break free from banker dependency, and scale your sourcing predictably.
New Deal Pipelines
Booked Intro Meetings
Advanced LOIs
2026 targets for client success • No long-term contracts
And why your current approach isn't working
Generic lists based on industry or size – no real fit to your thesis. Result? Low response rates and wasted time.
Messaging is too salesy and broad, like "Hey, interested in a bolt-on?" Gets ignored or deleted immediately.
Books meetings with anyone who replies, even if they're not a true match. You end up with junk calls.
Agencies overpromise and underdeliver, leaving your deal team chasing shadows.
When generic outreach fails, firms pivot to expensive intermediaries or events, burning budget without results.
While your team wastes time on unqualified prospects, competitors are closing proprietary deals.
We flip the script on traditional deal sourcing
We target prospects based on specific strategic needs and opportunities in your portfolio companies' theses – not just personas. This builds instant relevance and higher conversions.
We speak directly to the owner's situation with human-crafted templates and smart variables. "Facing [specific challenge]? We've seen how bolt-ons address that."
We "fit sniff" to confirm real alignment and interest before booking – no tire-kickers. Your deal team gets quality calls only.
We handle the outreach; your deal team just takes the calls. A lot of them. You focus on evaluation and closing.
Demonstrating deep understanding of their challenges helps foster meaningful connections and increases deal probability.
By focusing on the most relevant targets, we shorten the sourcing cycle and accelerate deal flow significantly.
We're on track to build robust pipelines for PE firms this year by focusing on off-market opportunities.
What makes us different from every other sourcing partner
We dive deep into your investment thesis to refine targeting that addresses owner pains head-on – significantly increasing response rates and conversation quality.
Using data-driven insights and "fit sniffing," we identify owners with real motivations to explore bolt-ons or add-ons – then reach out with tailored messaging.
Automated boards track every outreach, reply, and booking. Get instant notifications to your Slack or email to minimize response time.
Why our approach wins
| Metric | In-House Sourcer | General Marketing Agency | DIY Approach | Deal Flow Engine |
|---|---|---|---|---|
| Time to Get Results | 3-6 Months | 2-4 Months | 1-3 Months | 21-30 Days |
| Failure Rate | Medium | High | Very High | Low |
| Price | $10,000+/mo + Benefits | $8,000+/mo + Ad Spend | $3K+ Tools + Time | $9,000/mo Retainer |
| Guarantees | Rarely | Rarely | None | ✓ Minimum Meetings |
| Scalability | Low | Medium | Low | High |
| Expertise | Varies | Generic | None | PE Specialized |
Everything you need to know
A good sourcer costs $10,000+/month with benefits and no guarantees. Our system delivers scalable output faster, at a fraction of the long-term cost, with built-in expertise and performance guarantees.
Compared to in-house or agencies, we're more efficient – you get specialized outbound without the overhead. Plus, our guarantee ensures results. Your ROI is typically 3-5x within the first 6 months.
Simple Stripe subscription. Pay the setup fee upfront, then monthly retainer. Pause or cancel with 30 days notice. No long-term contracts.
Expect initial meetings within 3-5 weeks as we ramp up targeting and outreach. Most clients see 5-8 qualified conversations in the first month.
If we don't hit the minimum meetings in the first month, full refund on the retainer. We're committed to delivering value from day one.
Yes! Get 20% off your next month for each referral. Help other PE firms unlock deal flow and benefit yourself.
We act as a connector. We introduce you to off-market targets that fit your thesis – based on strategic alignment, timing, and opportunity. No chasing. No guessing. Just results.
This isn't easy. Get it wrong and it wastes time. Get it right and it transforms your pipeline. We get it right. Every time.
Learn how we can help unlock proprietary deal flow for your firm
Refer a friend and get 20% OFF your next month for each successful referral.