Helping teams of all sizes scale faster and win back time.
One-click quote automation that removed manual data entry and sped up client delivery.
Watch Full Story ?n8n workflow optimization that delivered consistent time and cost savings.
Watch Full Story ?Backend automation setup for a supplement brand with fast implementation and support.
Watch Full Story ?Agency workflow automation with a clear execution plan and reliable delivery.
Watch Full Story ?CRM and Make.com automation support with fast turnaround and stable results.
Watch Full Story ?The best deals don't wait. But most M&A operations are built on manual work that can't keep up.
The first bottleneck: finding the right match. Screening dozens of potential buyers or sellers to find the right fit is done manually — spreadsheets, emails, memory. Deals that should reconnect sit dormant. Opportunities that should surface never do.
The second bottleneck: due diligence. Valuation and document review that should take hours takes days. By the time your team is ready with a view, the window has often already shifted.
The third bottleneck: outreach and meetings. Reaching business owners at scale means sending generic messages. Preparing for a meeting means hours of research. Both eat time your team doesn't have.
The firms that close more deals aren't working harder — they've automated the right parts. AI that matches buyers and sellers intelligently. Outreach that reaches business owners with the right message automatically. Due diligence that runs in the background. Meeting briefs generated before anyone opens a browser. Documents created without starting from scratch. That's exactly what we build — and every piece of data stays inside your environment.
Match the right buyer to the right seller — automatically, every day
Manual screening is the biggest time drain in M&A. We build AI matching engines that continuously surface the best buyer–seller fits from your existing inventory — so deals that were sitting dormant get reactivated and new fits get flagged before you even open your CRM. Clients using this system have seen 5–10 deal reactivations per day from deals that would otherwise have stayed cold.
Reach business owners with the right message — at scale, without sounding generic
Cold outreach to business owners is a numbers game that burns your reputation if done badly. We build automated outreach systems that personalise every message to the owner's business, industry, and situation — so it reads like a thoughtful introduction, not a mass email. More responses, better first impressions, and a pipeline that grows without your team manually drafting every message.
Cut due diligence from days to under an hour
Valuation and document review shouldn't take your team's best days. We automate the due diligence process — financial analysis, document extraction, valuation modelling — so what used to take days now takes less than an hour. Your team gets a structured brief, not a pile of raw documents to sort through.
Walk into every meeting already knowing the person across the table
We build AI research systems that prepare a full brief on every meeting participant — their background, recent activity, stated priorities, and relevant context — before your team opens a browser. Your team shows up as the most prepared person in the room, every time. Clients describe it as showing up like a rockstar.
Generate LOIs, CIMs, and deal documents automatically
Creating deal documents from scratch is repetitive, error-prone, and slow. We automate the generation of Letters of Intent, Confidential Information Memorandums, and other deliverables — pulling from your deal data and producing clean, structured documents in minutes. Your team reviews and approves rather than starting from a blank page.
See how we've helped businesses scale faster
Real results from real businesses. Discover how automation transformed their operations.
HospitalityAmington Hall
A luxury UK wedding venue was spending 1+ hour creating every custom quote manually. We automated the entire process inside their existing CRM and Google Sheets stack. Quotes now generate in under 60 seconds.
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Financial ServicesFinancial Services Agency
A financial services agency's agents were spending 2–3 hours per lead on KYC paperwork and suitability reports. We automated the entire process with a custom AI agent trained on their knowledge base. Capacity doubled. Revenue increased 30% in 60 days.
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E-commerce / D2CBased Bodyworks
A D2C hair care brand was managing 250+ influencer contracts across 250 separate Google Sheets with 8 virtual assistants. We built a custom CRM that centralised everything into one system. One VA now runs what 8 couldn't keep up with.
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Marketing AgencyMass Tort Marketing Agency
A mass tort marketing agency was employing a full-time person to moderate comments across 100+ Meta ad accounts. The ads were sensitive (medical injury cases) and attracted high volumes of negative and spam comments. We automated the entire moderation system — instant response to interested leads, immediate hiding of damaging comments.
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E-commerce / D2CLux Armony
Lux Armony was selling decorative lighting products globally with fixed pricing across every country. We built a dynamic pricing system that applies country-specific psychological pricing rules automatically — converting and adjusting every price to match local expectations.
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E-commerce / D2CEndure
Endure, a DTC supplements brand, was losing repeat purchases and review opportunities because the team was too small to manually track every customer's post-purchase timeline. We built an automated Slack-based retention system that alerts the right team member at exactly the right time.
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Legal Services / M&AThe Law Practice Exchange
The Law Practice Exchange's core AI-powered valuation product was built on a deprecated API, took 30+ minutes to run, and failed frequently. With an API shutdown 4 months away, we rebuilt the entire system: parallel processing, vector stores, background execution, and a new API. Now runs in 5–6 minutes with near-zero failures.
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Legal Services / M&AThe Law Practice Exchange — Lead Capture
The Law Practice Exchange was paying for ads that drove qualified law firm owners to their site — most left without converting. We built an automated system that identifies business visitors, qualifies them against ICP criteria, and sends a personalised same-day email before they've forgotten the site.
View Case StudyMarketing AgencyLiveDove Media
LiveDove Media was spending hours every week manually pulling Meta Ads data and building client reports. We automated the daily data pull and connected it to live Looker Studio dashboards — clients can see their performance in real time, any time, without waiting for a report.
View Case StudyIndustrial ManufacturingVarvier Filtration
Varvier Filtration, a French industrial filtration company, couldn't scale their cold outreach manually. We built a fully automated lead sourcing, AI personalisation, and smart reply handling system — including intelligent out-of-office detection that reschedules follow-up for the exact day the prospect returns.
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Financial ServicesAI Automation for Financial Services
A financial services firm was drowning in manual KYC forms and compliance documentation. We built a custom AI automation system on Zoho CRM that generates KYC documents automatically on lead entry and drafts AI-powered suitability reports the moment a deal is qualified — with a human review step before anything reaches a client.
View Case StudyFive AI systems. Built for M&A deal flow.
Deal matching, owner outreach, due diligence, meeting intelligence, and document generation — each system removes a manual bottleneck so your team can work more deals without working more hours.
Personalised Outreach at Scale
Reach hundreds of ideal prospects with messages that read like they were written specifically for each one — their business, their situation, their language. At scale, automatically.
LEARN MORE →Personalised Lead Response
Every lead receives a message that feels personally written for them — whether they come to you or you reach out to them. Their business, their situation, what they care about. Not a template. Not a generic reply.
LEARN MORE →Instant Value Delivery
Before competitors have even replied, your lead has a custom quote, a personalised proposal, or a tailored document — built from what they told you, delivered automatically.
LEARN MORE →We work with your favorite tools
Seamlessly integrate with 100+ platforms and tools you already use
HubSpot
Salesforce
Make
Zapier
Google Sheets
Google Docs
Google Drive
Gmail
Google Calendar
Slack
Shopify
Stripe
OpenAI
Pipedrive
Notion
AsanaHubSpotSalesforceMakeZapierGoogle SheetsGoogle DocsGoogle DriveGmailGoogle CalendarSlackShopifyStripeOpenAIPipedriveNotionAsanaHow we build your M&A automation system — in 3 steps
We map your operations — from deal sourcing to document delivery
We start by understanding how your firm currently sources deals, screens buyers and sellers, conducts due diligence, and creates documents. We identify the exact manual bottlenecks that are limiting how many deals you can work at once — and design an AI system architecture to remove them.
We build and deploy your automation systems — all data stays in your environment
We build on self-hosted infrastructure. Your deal data, client information, and outreach never leave your environment. We deploy AI matching, automated outreach, due diligence workflows, meeting intelligence, and document generation — all integrated into the tools your team already uses (CRM, Google Workspace, email).
Your team takes over — fully trained, fully owned
You own every system we build. Full transfer on delivery, complete documentation in plain language, and hands-on training for your team. No monthly retainer required to keep it running. The systems work independently — your team focuses on relationships and closing, not manual processes.
Frequently asked questions
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