All-in-one virtual dealflow platform

for private equity operators.

Contact and convert more business owners with a centralized system built specifically for private equity operators. Source deals faster, automate follow-up, and manage conversations, pipelines, and offers from one platform.

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Features

Enterprise-Grade Tools Built to Streamline Your Dealflow

Lead Importer

Upload CSV files or bulk lists and automatically clean, format, and map the data into the system.

Seller Pipeline

Track every owner from first contact to LOI with a clean, visual pipeline built for acquisition steps.

Automated Follow-Up

Pre-built private-equity style email + SMS sequences that run until the seller replies.

Custom Fields for Deal Data

Add fields for EBITDA, revenue, asking price, sector, and asking multiple.

Deal Status Tracking

Update each deal’s stage: Contacted → Review CIM → Create LOI → Diligence → Financing → Closing.

Bulk Outreach

Send hundreds of personalized emails at once using dynamic fields like name, company, and custom context.

Solutions

Technology That Elevates Every Business

Unlock a suite of powerful tools designed specifically for private equity operators at every stage. Our platform streamlines sourcing, outreach, follow-up, and deal management—making complex workflows simple, fast, and scalable. Whether you're just starting or managing multiple deals, we give you the infrastructure to move faster, stay organized, and outperform in a competitive market.

Accessible from any device—desktop, laptop, or mobile—so you can manage your pipeline and stay on top of deals wherever you are.
Built to empower independent investors and small PE teams with enterprise-grade technology normally reserved for large firms.
Deal execution made simple—tools anyone can use, anywhere, without the learning curve.

Deploy Smarter, Scale Faster

Move faster with technology built for rapid rollout. Eliminate setup delays, simplify integration, and stay focused on closing deals using tools purpose-built for fast-paced private equity workflows.

Instant Tech Deployment – Launch pre-configured systems in minutes.
Seamless Integration – Easily embed new capabilities into your existing workflow.
Cost-Efficient Implementation – Reduce development time and operational overhead.

Pricing Plan

Choose a Plan That Suits Your Needs

On-Market Only

$19/month

Lead importing made effortless
Acquisition pipeline built for deal flow
Automated email & SMS follow-up
Custom fields for EBITDA and deal data
Stage tracking from outreach to closing
Bulk outreach for large seller lists
Ideal for growing businesses

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Unlimited Plan

$49/month

Lead importing made effortless
Acquisition pipeline built for deal flow
Automated email & SMS follow-up
Custom fields for EBITDA and deal data
Stage tracking from outreach to closing
Bulk outreach for large seller lists
Ideal for growing businesses
All Pipelines Included

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Frequently Asked Questions

Your Questions, Answered Clearly

What exactly does this CRM do?

Our CRM is built specifically for off-market private equity sourcing.

You can import your own lead lists, track every seller conversation, automate follow-ups, manage deal stages (CIM → LOI → Diligence → Close), and centralize all communication in one place.

It replaces spreadsheets, manual outreach, and slow deal tracking.

Do I need experience in private equity to use this?

No. The system is built for beginners and intermediates who want a clear structure to source deals.

Everything is plug-and-play: pipelines, follow-ups, deal fields, and templates.

Do you provide leads?

No. You bring your own data—lists you purchase, scrape, or already have.

Our CRM simply imports, cleans, and organizes your leads automatically.

Is there a free trial available before committing to a subscription?

We offer a comprehensive free trial that gives you full access to our platform’s core features. This allows you to explore its functionality and determine if it’s the right fit for your needs before making a decision.

How does the automated follow-up work?

Once a lead is added, the CRM can send personalized email/SMS messages automatically using pre-built sequences.

It continues following up until the seller replies—so nothing slips through the cracks.

Can I customize deal data fields?

Yes. Add fields like:

EBITDA

Revenue

Asking Price

Asking Multiple

Sector

Deal Notes

You can track each metric and sort/filter deals instantly.

Can I use this if my team is small?

Absolutely. Even solo operators use the CRM and see massive productivity gains.

The system handles outreach + follow-up for you, so you can focus on conversations, not admin.

Do you offer support if I get stuck?

Yes. You get priority support plus setup resources.

If you ever need help importing leads, setting up automations, or structuring your pipeline—we assist you.

Contact and convert more leads with a centralized system built specifically for insurance agents. Dial faster, automate follow-up, and manage conversations, appointments, and sales from one platform.