AI deal sourcing agents for search funds, independent sponsors and PE

Never miss the dealthat never hit the market.

Our AI agents watch every owner-led company in your buy box, flag the signals that an owner may be ready, and reach out in your name. Six held owner meetings in 90 days, guaranteed in writing.

  • Finds owner-led companies beyond the listings
  • Flags the moment an owner may be ready
  • Writes to each owner in your name, with your OK
Search targets, owners, notesThesis · B2B services, Southeast
0 companies match your thesisOwner-led, inside your buy box · example
Contacted0
Replied0
Meetings held0
Warm, not now0
CompanyRegionOwnerFitStatus
New signal · Coastal Fire & SafetyFounder for 28 years. No successor named.
Meeting set · Piedmont Facility ServicesTuesday 10:00 AM, with the owner
200M+Companies tracked
1B+People profiles
EveryTarget with its sources
6Held meetings, in writing

Data from the StartWise platform, the same data and AI founders use to find investors and customers.

Partnered with Ramp and GoTavi. Featured in Forbes, Business Insider and Yahoo Finance.

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What StartWise clients say

“They don’t just build software. They really help companies grow and scale. They bring a very business-driven mindset that really moves the needle.”
MichaelStrategy, product and go-to-market
“They just understood everything, and they took us step by step, especially with our business model.”
IvoneBuilt her business model with StartWise
“They helped me create a step-by-step plan to launch to market. Today, with their help, people are using my actual products.”
MorTook his product to market
“They really helped me kickstart my business and get to scale. Highly recommend.”
RafaelKickstarted and scaled his business
“An incredible team for a great product. We go big, we do big work, and we do our research.”
AlexBuilding his product with StartWise
“The best experience ever, for beginners and professionals as well.”
StartWise clientHighly recommends StartWise
Why off-market

The owners worth meeting have never heard a good pitch.

Many never list with a broker. They answer the buyer who clearly did the homework on their company.

Brokers shop every deal

You bid against dozens of buyers on the same listing.

Owners ignore PE email

Templated pitches get deleted unread, every week.

Sourcing eats your week

Lists, follow-ups and scheduling crowd out owner meetings.

Signals

Reach out when something changes.Not when a list says so.

We watch every company in your buy box for the moments owners start thinking about what’s next. Each signal moves a company up your list and becomes the first line of the message.

Signals this week · your buy box · exampleWatching
DWTo Dana Whitfield, ownerPiedmont Facility Services · exampleWaiting for your OK
Your Upstate hospital contracts

Hi Dana,

Congrats on bringing on your first controller this spring. Usually a sign of a company that’s ready for its next chapter.

Contracts with two of the Upstate’s hospital systems are rare in facility services. We buy and hold family-owned companies like yours, and keep the team and the name.

Open to a short call next week?

Every specific has a source. Sent from your inbox after you approve.
Works with your CRM

Lives in your inboxand your CRM.

We integrate with everything. Messages go from your own inbox and domain, and targets and notes land in the CRM you already use.

  • Nothing to migrate or learn
  • Owners reply to you, not to a tool
  • Your notes stay with each company
DealCloudAffinitySalesforceHubSpotGoHighLevelPipedriveGmailOutlookGoogle SheetsExcel+ anything else you use
How it works

From thesisto held meeting.

Four steps, run by our team and our AI. You make the calls that matter: who to reach and what to say.

01 · Search

Your thesis in.A list of owners out.

Sector, size, region and ownership become a researched list of companies, with the owner named.

  • Founder- and family-owned companies
  • Every company scored against your criteria
  • Broker-listed and PE-backed skipped
B2B servicesEBITDA $1–5MSoutheast USFounder 55+
02 · Understand

No black-box scores.Every fit has receipts.

Each company shows why it made the list, where that came from and what’s still unknown, so you never reach out on a guess.

  • The reasons, with their sources
  • What we couldn’t confirm, flagged
  • Your firm’s notes kept with the company
Coastal Fire & SafetyFit 92
03 · Reach out

A message the owneractually answers.

Each one is written about their company and sent as you, after you approve it. Replies and scheduling are handled.

  • Sent from your name and domain
  • A few owners a week, never a blast
  • A one-page brief before every meeting
Founder, Coastal Fire & SafetySent as you · example
Meeting · Tue 10amOn your calendar, brief on the way
04 · Keep warm

Not nowisn’t no.

Many owners aren’t ready the first time. Every conversation, note and date stays with the company, so you’re first in line when they are.

  • Full history on every target
  • A follow-up set for when they said
  • Pick up where you left off
Target history · Piedmont Facility ServicesActive
Your approvals train it

Every skip makesthe next list better.

Approve or skip, and say why if you like. Each new batch is built from what you approved before and which owners answered.

  • Your reasons become the filter
  • Owners who answer shape the next batch
  • Less time reviewing, every week
What your approvals taught it · exampleBatch 4
Targets you approved
41%55%66%78%
Batch 1Batch 2Batch 3Batch 4
After the LOI

Your sourcing doesn’tstop at the LOI.

The same research and outreach, pointed at what comes next.

01

Add-ons for your platform

Owner-led companies around the one you just bought, found and contacted the same way.

02

AI follow-up inside your companies

Customer follow-ups, reminders and routine admin, run for the businesses you own.

03

Every “not now” kept warm

Owners who passed this time stay in your pipeline for your next platform.

You stay in control

Nothing goes outwithout your yes.

Your yes on every message

Every owner and every word, approved by you first.

Your targets stay yours

Only your team sees them, and we never contact them for another buyer.

Protected data

Encrypted in transit and at rest, and never used to train public AI.

6Meetings

6 held owner meetings in 90 days. In writing.

If fewer than six are held by day 90, we keep working at no cost until they are.

Questions

Does a match mean the owner wants to sell?

No. A company that fits your thesis is a reason to start a conversation, not a sign the owner is ready. Interest and timing only come from talking to them, which is what we set up.

Will owners know you’re an agency?

Messages go out in your name, from your domain, about your interest in their company. You’re the buyer and you take the call. We run the research and scheduling behind you.

Who sees my targets?

Only you and the people working on your account. Your thesis, list and conversations are yours, and we don’t contact your targets for anyone else while we work together.

Do broker-listed companies count?

No. Listed companies and ones already in your pipeline are flagged and skipped, and meetings with brokers or bankers don’t count.

What does it cost?

It depends on how narrow the thesis is, so we quote after the walkthrough. You’ll see the full price and terms before you sign anything.

StartWise clients

What people sayabout our team

Walkthrough

Walk us throughyour buy box.

30 minutes with Daniel. Bring your criteria and your current sourcing.

  • How many owner-led companies fit
  • How we’d reach them, in your voice
  • Price and guarantee terms, before you sign
Daniel KorenFounder, StartWise
Not sure it fits? Take the 2-minute check