Every founder- and family-owned company in your thesis, reached with researched, multi-channel outreach. The conversations that qualify land on your team’s calendar with the research attached.
We map the market, research every company and run the outreach. Your team takes the conversations. Built for funds, family offices, independent sponsors, search funds and corporate acquirers.
Five stages, in the order they run. All of them sit inside your own AWS account.
Public registries, filings and records are pulled on a schedule and structured into one list of every company in your criteria.
Claude reads each company’s site and filings, estimates revenue and EBITDA, writes a cited memo and scores the company 1 to 5 against your criteria.
The named owner or decision-maker is found and their email and phone verified. Only companies that score are enriched.
Email from three to five warmed sending domains, with LinkedIn, voice and SMS switched on per campaign. Your primary domain is never exposed.
Replies land in Salesforce or HubSpot with the research attached, and activity syncs back, so the pipeline stays current without manual entry.
Your AWS account. Every tool seat is opened in your name.
The market database, every memo and score, the code and the pipeline.
Your existing CRM and stack. We integrate directly rather than replace.
Nothing is bought off a list. You set the investment thesis, and parallel research agents read public records, company sites, filings and news until the market is mapped, scored and contactable.
The complete company universe.
What the business does.
Ownership, size and timing signals.
A deliverable email and profile.
Every company in your thesis, tiered 1 to 5 against your criteria with a cited memo attached, before a single message goes out.
Every message is written from the research on that company, not a merge field. The research travels with the thread.
At this volume, replies scatter across inboxes. Here 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 into the pipeline.
Both engagements deliver the same thing: qualified owner conversations across your whole thesis. The difference is who owns the system.
A managed engagement around one thesis. We build the market, research and score every company, run the outreach in your name and hand your team the owners who qualify. Monthly retainer, with a success fee on closed transactions.
For teams that want conversations on the calendar without adding headcount.
The same engine built inside your own infrastructure: the market database, research layer, outreach and CRM connection, owned by you outright. We build it, then run it alongside your team and keep it current. One-time build, managed monthly, with a success fee on the deals it sources.
For firms that want to own the system and the data.
Terms are scoped to the mandate and covered on the introductory call.
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 criteria 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.
Read →
Behind the engine: how email, voice, SMS and voicemail work together to route every viable target to the right person at the right moment.
Read →
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 investment criteria, delivered to your calendar with financials, research and verified contacts attached. We work with funds, family offices, independent sponsors, search funds and corporate acquirers. Every owner in your thesis, reached. The right ones, on your calendar.
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 criteria before a single message goes out. Traditional retained buy-side search runs $15,000 to $50,000 per month. The engine delivers 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 to 5 against your criteria, 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 and you take the conversations. Build and run is a one-time build that puts the same engine on your own infrastructure, owned by you and operated with your team, 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.
