A researched, scored prospect list, with a reason to write to every firm
Boutique M&A advisors are easy to confuse with recruiters and PE funds, and even a clean list gives you no reason to email anyone this week. So I built one that solves both.
- Cheap where it can be, expensive where it has to be. A low-cost AI read ran on all 50 firms. The web research agent, about six times the cost, ran only on the 34 the first pass couldn't answer.
- Tested before trusted. I graded six firms where I already knew the answer. The cheaper model rated a fractional CFO firm as a top match, so that one column moved to a stronger model.
- AI lines are drafts. 28 of the 39 opening lines read as ready. I flagged 11 for a human edit, mostly older deals worded as if they were recent.
308 credits out of 1,000, about 6 per fully built row.
Finding the right firms
- First company search1,823
- After filters and an exclusion list675
- Imported to build out50
Finding the right people at those 50
- Senior decision maker found40
- Validated work email, seven-provider waterfall35 of 40
Graded on fit