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The Deal Flow Engine · for buyers

An AI agent that puts business owners on your calendar.

Give it your thesis. It finds the owner-operated companies that fit, reaches the founder directly, qualifies their appetite to talk, and books the conversation. Off-market, before anyone runs a process.

Book a call 100 qualified appointments in 90 days, or we keep working free
Working with clients from KPMG, Deutsche Bank, Citibank and more
Kpmg
Deutsche Bank
Citibank
Infinite Consulting
Perigon CapitalPerigon Capital
FOMA AIFOMA AI
Lopes Capital
Connected to investors behind companies like
Bending Spoons
Wellhub
Threecolts
ChurchDesk
Stoic Lane
Advanced Aesthetics Partners
World Host Group
Long Lake
Event stream

Watch one target move from a list to your calendar.

Every step is logged. You see who was found, what was said, how they answered and why they qualified, before you ever get on the call.

run_0417 · thesis: owner-operated B2B services · US BOOKED6d 4h7 spans
SPANSTARTDURATION

Illustrative run. Company names withheld; timings are representative.

The agent

Three jobs your associates shouldn't be doing by hand.

01 · Source

It builds the universe from your thesis

Sector, geography, size, ownership. It finds the companies that match and the person who actually owns each one, then checks the fit before anyone is contacted.

Commercial HVAC services · OHFIT
Specialty packaging maker · NCFIT
Franchise unit, corporate-owned · GANO FIT
Managed IT provider · TXFIT
Dental group, sponsor-owned · FLNO FIT
02 · Reach

It talks to the owner, not a gatekeeper

Email, SMS and voice from one memory. Every reply gets an answer in about 60 seconds, day or night, in a tone that reads like a person who did their homework.

AGENT · SMS · 09:12Saw you opened a second branch last spring. Are you open to a short call about where the business goes next?
OWNER · 09:41Depends who's asking. We've had a few calls like this.
AGENT · 09:42Fair. It's a long-term buyer that keeps operators in place, no flip. Would Tuesday at 10 or Wednesday at 2 work?
03 · Qualify

It only books the conversations worth having

Your criteria, checked on the way in. What reaches your calendar arrives with notes, so you walk in already knowing the business.

+Owner-operator, 14 years
+Revenue inside target band
+Open to a conversation
~Timeline: 12–24 months
·Booked: Tue 10:00, partner calendar
By the numbers
$450M+
In client deal flow written since 2026
35/mo
Owner introductions a month for one acquisition client
30days
To validate an investment thesis with real owner conversations
60sec
Reply time on every owner response, 24/7
Methodology

Five phases. A deliverable at each one.

Off-market owners who fit your thesis, reached through the advisers they already trust.

  1. 1

    Thesis definition Phase 01

    Sector, revenue band, geography, ownership profile. Exclusion criteria agreed. Deliverable: acquisition criteria document.

  2. 2

    Target identification Phase 02

    Off-market screening: founder tenure, succession status, no active sale process. Brokered and auctioned assets excluded. Deliverable: qualified target list.

  3. 3

    Intermediary mapping Phase 03

    Accountants, bankers and peers advising each owner identified. Introduction route selected per target. Deliverable: introduction map.

  4. 4

    Owner outreach Phase 04

    Owner-led opening on succession and plans, no valuation discussion. Meeting request with two fixed times. Deliverable: approved outreach sequence.

  5. 5

    Meeting delivery Phase 05

    Qualified owner meetings booked with a brief per business. Deliverable: meeting pipeline and target notes.

Engagement model

Scope, specification, delivery.

01 · Discovery

30-minute scoping call

Market, buyers and target outcome. Fit confirmed or declined on the call.

02 · Specification

Written specification

Targets, introduction routes, acceptance criteria and fees, agreed before kickoff.

03 · Phase one

Guaranteed first phase

Fixed scope, guaranteed outcome. Expansion based on results; no long-term lock-in.

04 · Commissioning

Live in seven days

Built and tested in your own accounts, under your name.

05 · Reporting

Live reporting

Every contact, qualification reason and outcome in one live sheet.

06 · Handover

Full ownership

The lists, the messages, the partner relationships and the automations belong to you.

Track record

Deal flow across industries.

Real estateAcquisitionsCommercial lendingRenovationConsultingB2B services
“We've got a gold mine starting to stack up.”
Keith NickelFOMA AI · California
“I definitely could not have started this journey without them.”
DexFounder & CEO, Voldy AI
“Continually impressed by the real-life business impact that's created.”
Micah VuLFG Ventures
$21.5M
Gold Medal Funding

in new loans in the pipeline within 6 weeks

2×
LP Remodeling

annual revenue, $2.5M to $5M, in 12 weeks

9
Perigon Capital

signed mandates from 90 introductions in 60 days

$40K
Infinit Consulting

in new monthly revenue within 90 days

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Tell it the thesis. Meet the owners.

100 qualified appointments in 90 days, or we keep working for free until you get them. Fifteen minutes to see if it fits your mandate.

Book a call