SMB Acquisitions, Simplified
Executing your rollup strategy in a seamless process. From search to outreach to analytics, we bring speed to SMB acquisitions, so you can focus on the key value driver: growth.
How It Works
From discovery to due diligence - a seamless acquisition workflow.
Define Your Strategy
Setup your investment thesis.
- Millions of businesses indexed to vector space
- Joins dozens of proprietary data sources
- Vector embedding translates thesis into actionable filters in our data lake
Evaluate Matching Businesses
Instantly access our pre-indexed database of businesses. Results appear in seconds with verified contact information.
- Instant results from indexed database
- Contact info: phone, email, address
Configure Your Sourcer
Set up your sourcing agent with your company info, communication preferences, and outreach channels. Configure email, phone, and physical mail to automate outreach at scale.
- Personalized email sequences
- Twilio-powered phone outreach
- Letter templates for direct mail
- Send a fruit basket
Execute & Track Outreach
Our AI-assisted sourcer helps you execute personalized outreach at scale. Send letters with the click of a button and tee up gift baskets from local vendors near each recipient.
- One-click letter sending via fulfillment network
- Local gift basket delivery near recipients
- Automated email management
- Communications analytics - track what works
Indication of Interest accepted. Transitioning to due diligence...
Business Analytics
Once a target business expresses interest, they connect their accounting system for due diligence. Our analytics engine provides deep insights into financial health and growth potential.
- Customer retention analysis
- Operating capital dynamics
- Forecast modeling
