Fully managed sourcing infrastructure built around your investment thesis — proprietary data, AI research, scoring and multi-channel outbound that deliver warm acquisition conversations.
Four functions, run as one system — for funds, family offices, independent sponsors, search funds and corporate acquirers.
Proprietary deal origination before the investment — every piece runs inside infrastructure you own.
Runs on AWS in your own account. The market database, scrapers and AI layer live inside your infrastructure.
Public registries, filings and records ingested on a schedule, structured into one searchable market.
Claude researches every target, estimates size and scores it against your buy-box — served over an MCP server.
Clay and Apollo return verified emails, phones and profiles for each decision-maker, only when needed.
Instantly campaigns on 3–5 warmed lookalike domains plus aged accounts. Your primary domain is never exposed.
Warm replies land in Salesforce or HubSpot with full research attached. Engagement syncs back automatically.
WhatsApp, Telegram, Instagram, LinkedIn, email, SMS & voice — switched on per campaign.
Everything is custom-built on your infrastructure. We work with you to integrate directly into your existing tech stack.
Nothing is bought off a list. You hand us the investment thesis, and we launch agent swarms against it — parallel AI agents that read public records, company sites, filings and news until the market is mapped, scored and contactable.
The complete company universe.
What the business actually does.
Ownership, size and timing signals.
A deliverable email and profile.
Every company in your thesis, tiered 1–5 against the buy-box with a cited memo attached — before a single message goes out.
Every message is written from that company's own intel — what the swarms found, not a merge field. The research travels with the thread.
Outreach at this volume normally dies in scattered inboxes. Every channel lands in one place, your AI reads all of it, and the reply is drafted before you open it.
Email · SMS · Voice · LinkedIn · WhatsApp · Telegram · Instagram
Delivered every morning: who to reply to, what is at risk, and the suggested response — with links straight into the pipeline.
A family office set out to roll up US accounting firms. Most CPA firms are privately held, revenue is not public, ownership data is messy, and the best targets barely appear in the databases investment teams use.
On the client’s own cloud, with an AI layer doing the research an investment team would otherwise do firm by firm.
Re-ingested on a schedule, so the market stays current without anyone maintaining a list.
Claude reads every company’s website, estimates revenue and EBITDA, and returns a cited research memo.
Two independent revenue estimates are produced for every firm. The conservative one ships, and their agreement becomes the confidence signal attached to the memo.
The engine runs on your own cloud, with Claude for research and reasoning, your CRM as the system of record, and outbound tooling connected directly to it. You own the data, the code and the pipeline.
The full firm universe and its scrapers, in your AWS account.
Research, reasoning and buy-box scoring, served over MCP.
Your system of record. Every warm reply lands with research attached.
Clay, Apollo and Instantly — every seat opened in your name.
After the close, Automation Atlas embeds AI engineering teams inside portfolio companies to grow revenue.
The Middle Market, hosted by Ray and Dana — both AI. Episode 1: where deal flow really comes from, and what replaces the rolodex. 4:32.
Notes and analysis from the team running the engine.
The hiring-vs-coverage problem — and the asymmetric advantage of running outreach at machine scale.
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Behind the engine: how email, voice, SMS and voicemail work together to route every viable target to the right person at the right moment.
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The structural reasons add-ons dominate PE-backed dealmaking — and what that means for the throughput your sourcing function needs.
Read →Warm, interested conversations with decision-makers who fit your buy-box — delivered to your calendar with financials, research and verified contacts attached. We work with funds, family offices, independent sponsors, search funds and corporate acquirers. You set the thesis. We run the engine. You close the deal.
Nothing is bought off a list. We map the full market from public records — registries, filings, company sites and news — then research and score every company against your buy-box before a single message goes out. Traditional retained buy-side search runs $15k–$50k per month; the engine does that coverage for a fraction of it.
You do. The engine runs on AWS in your own account — the market database, scrapers and AI layer live inside your infrastructure. On a project build, the infrastructure, data and IP are yours outright, and every tool seat is opened in your name.
Claude reads every company’s website, estimates revenue and EBITDA, and returns a cited research memo. Every firm is tiered 1–5 against your buy-box, and firms already acquired are screened out. Two independent revenue estimates are produced for every firm — the conservative one ships, and their agreement becomes the confidence signal on the memo.
Email, SMS, voice, LinkedIn, WhatsApp, Telegram and Instagram — switched on per campaign. Email sends from 3–5 warmed lookalike domains plus aged accounts. Your primary domain is never exposed, and outreach to a named decision-maker is gated by your team.
Every channel lands in one place. Warm replies arrive in Salesforce or HubSpot with the full research attached, your AI reads everything, and a suggested reply is drafted before you open it. A brief lands every morning: who to reply to and what is at risk.
Two ways to engage. Retained search is a managed monthly engagement — we run the engine, you take the conversations. A project build is a one-time scope that puts the same engine on your own infrastructure, with ongoing maintenance and new features. Both carry a success fee on closed transactions. We go through the numbers on the introductory call, scoped to your mandate.
Everything runs on infrastructure you own.
