AI Agents That Transform Deal Origination, Due Diligence and Growth
AI-Powered M&A Advisors To Transform Deal Origination, Due Diligence And Growth
AI Agents To Transform Deal Origination, Due Diligence And Business Growth
Your Digital Workers are seamlessly connected with apps and data sources, ready to handle complex task workflows. Claim back hours each day, reduce deal risk and increase your ROI.
Claim hours back each day, reduce deal risk and increase your ROI. Find, evaluate and close deals with greater confidence.
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Meet your digital advisors, working for you, 24/7
Meet your AI Deal Assistants, working for you, 24/7
Meet your digital advisors, working for you, 24/7
Meet your AI Deal advisors, working for you 24/7
James AI – Deal Sourcing
I am your AI Deal Origination Assistant. I monitor thousands of data sources 24/7, surfacing and qualifying the right deals relative to your search criteria—."
🔹 How I Work:
24/7 Deal Monitoring: I track 1,000+ marketplaces, 4,000+ news sites, and social media, identifying intent-to-sell signals and leadership changes.
Smart Filtering: I analyze opportunities in real time, adding only relevant deals to your pipeline.
Enriched Shortlists: I provide key contact details, streamlining outreach.
Outreach: I prepare personalised outbound messages via email and Linkedin to owners
💡 In 15 minutes, I can complete more than an experienced human Deal Origination specialist can in 4 days
🚀 Outcome: A continuously updated, high-quality deal pipeline—so you can focus on execution, not searching.
James AI – Deal Sourcing
I am your AI Deal Origination Assistant. I monitor thousands of data sources 24/7, surfacing and qualifying the right deals relative to your search criteria—."
🔹 How I Work:
24/7 Deal Monitoring: I track 1,000+ marketplaces, 4,000+ news sites, and social media, identifying intent-to-sell signals and leadership changes.
Smart Filtering: I analyze opportunities in real time, adding only relevant deals to your pipeline.
Enriched Shortlists: I provide key contact details, streamlining outreach.
Outreach: I prepare personalised outbound messages via email and Linkedin to owners
💡 In 15 minutes, I can complete more than an experienced human Deal Origination specialist can in 4 days
🚀 Outcome: A continuously updated, high-quality deal pipeline—so you can focus on execution, not searching.
Mary AI - Due Diligence
I help you uncover key risks and insights—so nothing critical goes unnoticed."
🔹 How I Work:
I analyze financials, operations, and external risk signals across multiple sources, helping you focus on what matters.
I process financial reports, filings, and market data, surfacing potential red flags.
I identify inconsistencies and anomalies, helping you assess potential risks early.
I structure due diligence findings, making complex datasets easier to navigate.
💡 Instead of spending weeks manually reviewing documents, I help you pinpoint key areas of concern—allowing for deeper analysis where it matters most.
🚀 Outcome: More clarity, reduced manual workload, and faster risk assessment—so you go into negotiations with stronger insights.
Speak with Mary AI 📞
Speak with Mary AI 📞
Speak with Mary AI 📞
Speak with Mary AI 📞
Speak with Mary AI 📞
Speak with Mary AI 📞
Mary AI - Due Diligence
I help you uncover key risks and insights—so nothing critical goes unnoticed."
🔹 How I Work:
I analyze financials, operations, and external risk signals across multiple sources, helping you focus on what matters.
I process financial reports, filings, and market data, surfacing potential red flags.
I identify inconsistencies and anomalies, helping you assess potential risks early.
I structure due diligence findings, making complex datasets easier to navigate.
💡 Instead of spending weeks manually reviewing documents, I help you pinpoint key areas of concern—allowing for deeper analysis where it matters most.
🚀 Outcome: More clarity, reduced manual workload, and faster risk assessment—so you go into negotiations with stronger insights.
Speak with Mary AI 📞
Speak with Mary AI 📞
Kunal AI - Post Acquisition Growth
I am your AI Growth Acceleration Agent. Whether post-acquisition or scaling organically, I help you expand revenue without extra hiring or paid ads.
🔹 How I Work:
Inbound AI SDR – Engages inbound leads instantly, qualifies them, and books meetings.
Outbound AI SDR – Automates outreach and multi-touch follow-ups at scale.
Lifecycle AI Marketing Manager – Creates and optimizes targeted campaigns
24/7 Lead Engagement – AI nurtures leads continuously, ensuring no opportunity is missed.
CRM & Sales Sync – Logs interactions, scores leads, and triggers automation for seamless sales execution.
💡 Instead of hiring large sales and marketing teams, I automate prospecting, lead nurturing, and follow-ups—so you can scale faster with much lower overhead.
🚀 Outcome:
More conversions, shorter sales cycles, and sustainable revenue growth—all without increasing headcount.
Kunal AI - Post Acquisition Growth
I am your AI Growth Acceleration Agent. Whether post-acquisition or scaling organically, I help you expand revenue without extra hiring or paid ads.
🔹 How I Work:
Inbound AI SDR – Engages inbound leads instantly, qualifies them, and books meetings.
Outbound AI SDR – Automates outreach and multi-touch follow-ups at scale.
Lifecycle AI Marketing Manager – Creates and optimizes targeted campaigns
24/7 Lead Engagement – AI nurtures leads continuously, ensuring no opportunity is missed.
CRM & Sales Sync – Logs interactions, scores leads, and triggers automation for seamless sales execution.
💡 Instead of hiring large sales and marketing teams, I automate prospecting, lead nurturing, and follow-ups—so you can scale faster with much lower overhead.
🚀 Outcome:
More conversions, shorter sales cycles, and sustainable revenue growth—all without increasing headcount.
Your digital advisors interconnect and analyse data pulled from thousands of sources in real time. Speak to your AI assistants via text or call like you would a human co-worker
Your digital advisors interconnect and analyse data pulled from thousands of sources in real time. Speak to your AI assistants via text or call like you would a human co-worker
Your digital advisors interconnect and analyse data pulled from thousands of sources in real time. Speak to your AI assistants via text or call like you would a human co-worker
392 Prospects Identified
AI scans thousands of sources
Unstructured data enriched
AI cleans and analyses data
Intent to sell signals detected
AI tracks & drafts outreach
392 Prospects Identified
AI scans thousands of sources
Unstructured data enriched
AI cleans and analyses data
Intent to sell signals detected
AI tracks & drafts outreach
392 Prospects Identified
AI scans thousands of sources
Unstructured data enriched
AI cleans and analyses data
Intent to sell signals
AI tracks & drafts outreach
James AI For Deal Origination & Intent Analysis
Finding quality targets is slow and inefficient. AI scans hundreds of data sources including filings, databases, and market signals to surface acquisition-ready opportunities tailored to your search criteria.
🔍 Identify high-intent sellers – AI tracks business owners interested in selling
📊 Score & rank targets – Focus only on high-potential deals relative to your interests
✉️ Automate outreach – AI drafts founder-ready messages to optimize response rates.
More deals. Less manual research
392 Prospects Identified
AI scans thousands of sources
Unstructured data enriched
AI cleans and analyses data
Intent to sell signals
AI tracks & drafts outreach
James AI For Deal Origination & Intent Analysis
Finding quality targets is slow and inefficient. AI scans hundreds of data sources including filings, databases, and market signals to surface acquisition-ready opportunities tailored to your search criteria.
🔍 Identify high-intent sellers – AI tracks business owners interested in selling
📊 Score & rank targets – Focus only on high-potential deals relative to your interests
✉️ Automate outreach – AI drafts founder-ready messages to optimize response rates.
More deals. Less manual research
392 Prospects Identified
AI scans thousands of sources
Unstructured data enriched
AI cleans and analyses data
Intent to sell signals
AI tracks & drafts outreach
James AI For Deal Origination & Intent Analysis
Finding quality targets is slow and inefficient. AI scans hundreds of data sources including filings, databases, and market signals to surface acquisition-ready opportunities tailored to your search criteria.
🔍 Identify high-intent sellers – AI tracks business owners interested in selling
📊 Score & rank targets – Focus only on high-potential deals relative to your interests
✉️ Automate outreach – AI drafts founder-ready messages to optimize response rates.
More deals. Less manual research
AI
Agent
I found: 21 amber flags, 3 red flags.
I readied a table with clickable
references so that you can see
what my analysis is referring to.
Quokka BV experienced a 15%
increase in revenue to €120 million
from the previous year's…
Head of M&A
What were your findings
after analysing each of the
1274 pages?
AI
Agent
I found: 21 amber flags, 3 red flags.
I readied a table with clickable
references so that you can see
what my analysis is referring to.
Quokka BV experienced a 15%
increase in revenue to €120 million
from the previous year's…
Head of M&A
What were your findings
after analysing each of the
1274 pages?
AI
Agent
I found: 21 amber flags, 3 red flags.
I readied a table with clickable
references so that you can see
what my analysis is referring to.
Quokka BV experienced a 15%
increase in revenue to €120 million
from the previous year's…
Head of M&A
What were your findings
after analysing each of the
1274 pages?
Mary AI Analyst For Due Diligence
Diligence is slow, expensive, and prone to human error. Stop sinking time and energy. AI analyses financials, legal risks, and operations instantly.
⚠️ Flag risks upfront – AI detects issues and anomalies.
📄 Analyse 1000s of pages in seconds – Key insights, with direct links.
🛠 Automate document reviews – AI structures findings into actionable reports.
Faster diligence. Smarter insights.
AI
Agent
I found: 21 amber flags, 3 red flags.
I readied a table with clickable
references so that you can see
what my analysis is referring to.
Quokka BV experienced a 15%
increase in revenue to €120 million
from the previous year's…
Head of M&A
What were your findings
after analysing each of the
1274 pages?
Mary AI Analyst For Due Diligence
Diligence is slow, expensive, and prone to human error. Stop sinking time and energy. AI analyses financials, legal risks, and operations instantly.
⚠️ Flag risks upfront – AI detects issues and anomalies.
📄 Analyse 1000s of pages in seconds – Key insights, with direct links.
🛠 Automate document reviews – AI structures findings into actionable reports.
Faster diligence. Smarter insights.
AI
Agent
I found: 21 amber flags, 3 red flags.
I readied a table with clickable
references so that you can see
what my analysis is referring to.
Quokka BV experienced a 15%
increase in revenue to €120 million
from the previous year's…
Head of M&A
What were your findings
after analysing each of the
1274 pages?
Mary AI Analyst For Due Diligence
Diligence is slow, expensive, and prone to human error. Stop sinking time and energy. AI analyses financials, legal risks, and operations instantly.
⚠️ Flag risks upfront – AI detects issues and anomalies.
📄 Analyse 1000s of pages in seconds – Key insights, with direct links.
🛠 Automate document reviews – AI structures findings into actionable reports.
Faster diligence. Smarter insights.
+15%
+15%
+15%
Kunal AI for Post Acquisition Integration & Growth
Post-acquisition integration is fragmented. The majority of deals do not achieve the intended ROI. AI monitors financials, risks, and synergies in real time.
📈 Track portfolio health – AI benchmarks key performance metrics.
🔍 Detect risks early – AI flags compliance and operational issues.
🚀 Optimize synergy tracking – AI connects insights across companies.
Real-time intelligence. Better decisions.
+15%
Kunal AI for Post Acquisition Integration & Growth
Post-acquisition integration is fragmented. The majority of deals do not achieve the intended ROI. AI monitors financials, risks, and synergies in real time.
📈 Track portfolio health – AI benchmarks key performance metrics.
🔍 Detect risks early – AI flags compliance and operational issues.
🚀 Optimize synergy tracking – AI connects insights across companies.
Real-time intelligence. Better decisions.
+15%
Kunal AI for Post Acquisition Integration & Growth
Post-acquisition integration is fragmented. The majority of deals do not achieve the intended ROI. AI monitors financials, risks, and synergies in real time.
📈 Track portfolio health – AI benchmarks key performance metrics.
🔍 Detect risks early – AI flags compliance and operational issues.
🚀 Optimize synergy tracking – AI connects insights across companies.
Real-time intelligence. Better decisions.
"What is the process to customise
digital workers for my use case?"
Our process
How to work with
Deal Flow Agent
Our process
On
Subscription
Basic
Pro
Custom
On
Subscription
Basic
Pro
Custom
On
Subscription
Basic
Pro
Custom
On
Subscription
Basic
Pro
Custom
01. Initial Consultation
We assess your M&A strategy, deal criteria, and challenges to identify automation opportunities in:
Deal origination (real-time intent signal tracking, multi-source data aggregation, AI-prioritized outreach, and predictive lead scoring)
Due diligence (risk detection, automated document parsing, real-time benchmarking)
Post-merger integration & portfolio optimization
📍 Outcome: A tailored roadmap for AI-driven efficiency.
On
Subscription
Basic
Pro
Custom
01. Initial Consultation
We assess your M&A strategy, deal criteria, and challenges to identify automation opportunities in:
Deal origination (real-time intent signal tracking, multi-source data aggregation, AI-prioritized outreach, and predictive lead scoring)
Due diligence (risk detection, automated document parsing, real-time benchmarking)
Post-merger integration & portfolio optimization
📍 Outcome: A tailored roadmap for AI-driven efficiency.
02. Request
With a clear understanding of your needs, we design bespoke automation workflows and integrate them with your existing tools.
Data aggregation & lead scoring
AI-driven research & analysis
CRM & deal pipeline automation
We ensure seamless integration with Salesforce, HubSpot, PitchBook, CapIQ, and internal databases.
📍 Outcome: A fully scoped automation plan aligned with your systems.
02. Request
With a clear understanding of your needs, we design bespoke automation workflows and integrate them with your existing tools.
Data aggregation & lead scoring
AI-driven research & analysis
CRM & deal pipeline automation
We ensure seamless integration with Salesforce, HubSpot, PitchBook, CapIQ, and internal databases.
📍 Outcome: A fully scoped automation plan aligned with your systems.
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import React from 'react';
import { Header, Footer, HeroSection, FeatureSection } from 'nebula-template';
const App = () => {
return (
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<HeroSection
title="Welcome to Nebula"
subtitle="A modern website template for showcasing your content"
buttonLabel="Learn More"
buttonLink="/about'
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import React from 'react';
import { Header, Footer, HeroSection, FeatureSection } from 'nebula-template';
const App = () => {
return (
<div>
<Header />
<HeroSection
title="Welcome to Nebula"
subtitle="A modern website template for showcasing your content"
buttonLabel="Learn More"
buttonLink="/about'
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import React from 'react';
import { Header, Footer, HeroSection, FeatureSection } from 'nebula-template';
const App = () => {
return (
<div>
<Header />
<HeroSection
title="Welcome to Nebula"
subtitle="A modern website template for showcasing your content"
buttonLabel="Learn More"
buttonLink="/about'
03. Design, build & Implementation
We have already invested significant resources into building and optimising templates. Now, we can take custom versions of these and make them proprietary to your firm.
Automated deal sourcing to track market activity, sector shifts, and competitor moves
AI-powered due diligence to extract insights from reports & filings
Portfolio automation to streamline reporting and performance tracking
📍 Outcome: Faster, smarter decision-making with AI-enhanced workflows.
Tibor B
FeatureSection } from 'nebula-template';
const App = () => {
return (
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<Header />
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export default App;
``'
import React from 'react';
import { Header, Footer, HeroSection, FeatureSection } from 'nebula-template';
const App = () => {
return (
<div>
<Header />
<HeroSection
title="Welcome to Nebula"
subtitle="A modern website template for showcasing your content"
buttonLabel="Learn More"
buttonLink="/about'
03. Design, build & Implementation
We have already invested significant resources into building and optimising templates. Now, we can take custom versions of these and make them proprietary to your firm.
Automated deal sourcing to track market activity, sector shifts, and competitor moves
AI-powered due diligence to extract insights from reports & filings
Portfolio automation to streamline reporting and performance tracking
📍 Outcome: Faster, smarter decision-making with AI-enhanced workflows.
Speed
Security
Accuracy
Speed
Security
Accuracy
Speed
Security
Accuracy
Speed
Security
Accuracy
04. Optimization & Human Oversight
Every system is rigorously tested for:
Speed – Faster processing of large datasets
Security – Compliance with data protection standards
Accuracy – AI findings validated by human expertise
📍 Outcome: A refined system that enhances, not replaces, human decision-making.
Speed
Security
Accuracy
04. Optimization & Human Oversight
Every system is rigorously tested for:
Speed – Faster processing of large datasets
Security – Compliance with data protection standards
Accuracy – AI findings validated by human expertise
📍 Outcome: A refined system that enhances, not replaces, human decision-making.
05. Deployment, Training &
Continuous Support From
Dedicated Experts
We ensure a smooth transition by providing:
Comprehensive training for your team. Once installed, the tools are easy for you to maintain and you do not need to be technical.
Ongoing optimization & refinements
Scalability for future AI-driven capabilities
📍 Outcome: AI seamlessly embedded in your M&A processes.
05. Deployment, Training &
Continuous Support From
Dedicated Experts
We ensure a smooth transition by providing:
Comprehensive training for your team. Once installed, the tools are easy for you to maintain and you do not need to be technical.
Ongoing optimization & refinements
Scalability for future AI-driven capabilities
📍 Outcome: AI seamlessly embedded in your M&A processes.
Reviews
"Their solution has helped us discover a lot more qualified business aligned with what we are looking for"
Our team needed a unified approach for both deal origination and due diligence. Joe and the DealFlowAgent team were invaluable in building our custom workflows. Admittedly, the AI sourcing workflow helped us discover far more qualified prospects that align with our origination strategy. It’s also been hugely beneficial to integrate our favourite deal flow sources—plus four new ones—into a single streamlined engine. The connection with Slack for signal notifications are also particularly helpful too. We have used the due diligence solution with 2 data rooms now and its ability to ingest large volumes of data and provide instant insights and analysis has saved us a lot of time and energy. It is like having an extra team member or two. Thanks!
John. C
Partner at a lower middle market PE fund
based between London, UK & NYC, USA
"Their solution has helped us discover a lot more qualified business aligned with what we are looking for"
Our team needed a unified approach for both deal origination and due diligence. Joe and the DealFlowAgent team were invaluable in building our custom workflows. Admittedly, the AI sourcing workflow helped us discover far more qualified prospects that align with our origination strategy. It’s also been hugely beneficial to integrate our favourite deal flow sources—plus four new ones—into a single streamlined engine. The connection with Slack for signal notifications are also particularly helpful too. We have used the due diligence solution with 2 data rooms now and its ability to ingest large volumes of data and provide instant insights and analysis has saved us a lot of time and energy. It is like having an extra team member or two. Thanks!
John. C
Partner at a lower middle market PE fund
based between London, UK & NYC, USA
"Their solution has helped us discover a lot more qualified business aligned with what we are looking for"
Our team needed a unified approach for both deal origination and due diligence. Joe and the DealFlowAgent team were invaluable in building our custom workflows. Admittedly, the AI sourcing workflow helped us discover far more qualified prospects that align with our origination strategy. It’s also been hugely beneficial to integrate our favourite deal flow sources—plus four new ones—into a single streamlined engine. The connection with Slack for signal notifications are also particularly helpful too. We have used the due diligence solution with 2 data rooms now and its ability to ingest large volumes of data and provide instant insights and analysis has saved us a lot of time and energy. It is like having an extra team member or two. Thanks!
John. C
Partner at a lower middle market PE fund
based between London, UK & NYC, USA
"Their solution has helped us discover a lot more qualified business aligned with what we are looking for"
Our team needed a unified approach for both deal origination and due diligence. Joe and the DealFlowAgent team were invaluable in building our custom workflows. Admittedly, the AI sourcing workflow helped us discover far more qualified prospects that align with our origination strategy. It’s also been hugely beneficial to integrate our favourite deal flow sources—plus four new ones—into a single streamlined engine. The connection with Slack for signal notifications are also particularly helpful too. We have used the due diligence solution with 2 data rooms now and its ability to ingest large volumes of data and provide instant insights and analysis has saved us a lot of time and energy. It is like having an extra team member or two. Thanks!
John. C
Partner at a lower middle market PE fund
based between London, UK & NYC, USA
"Their solution has helped us discover a lot more qualified business aligned with what we are looking for"
Our team needed a unified approach for both deal origination and due diligence. Joe and the DealFlowAgent team were invaluable in building our custom workflows. Admittedly, the AI sourcing workflow helped us discover far more qualified prospects that align with our origination strategy. It’s also been hugely beneficial to integrate our favourite deal flow sources—plus four new ones—into a single streamlined engine. The connection with Slack for signal notifications are also particularly helpful too. We have used the due diligence solution with 2 data rooms now and its ability to ingest large volumes of data and provide instant insights and analysis has saved us a lot of time and energy. It is like having an extra team member or two. Thanks!
John. C
Partner at a lower middle market PE fund
based between London, UK & NYC, USA
Book in a demo today
joe@dealflowagent.com