Expand your boutique firm's sourcing footprint beyond traditional conference networks and static databases. Financesaur unifies buy-side target discovery, sell-side buyer identification, and proactive business development. Identify off-market sellers, prepare data-rich pitches, and execute outreach in hours to win more mandates and close more deals.
Your client pipeline relies on passive referrals, conferences, or outdated directories. Without a proactive way to map private company owners and start warm conversations, winning new sell-side mandates remains a waiting game.
PitchBook. CapIQ. Bloomberg. Premium subscriptions per seat annually, while every other firm on Wall Street is running the exact same search. You're not getting an edge. You're buying a commodity.
60+ hours per mandate on research, list-building, and enrichment. By the time you're ready to outreach, three competitors are already in the seller's inbox. Your best analysts are drowning in spreadsheets.
Prospective clients discard cookie-cutter pitches, and buyers ignore standard CIM blasts. Without personalized, research-backed narratives referencing a prospect's market position or a buyer's thesis, your outreach gets lost in the noise.
IDENTIFY
Upload your mandate parameters or client criteria. Financesaur identifies potential sell-side clients (private sellers) for business development, as well as strategic acquirers or financial sponsors for active engagements. Map niche industries and find off-market targets in real time.
Learn MoreENGAGE
Whether initiating confidential conversations with business owners to win a mandate or running a targeted sell-side process, Financesaur drafts bespoke outreach. Every message is tailored to the recipient's portfolio, acquisitions, or industry footprint.
Learn MoreORIGINATE
Run multiple sourcing tracks simultaneously. Source private sellers to build your bank's own client pipeline, while running strategic sponsor, cross-border, or vertical searches in parallel for active sell-side and buy-side mandates.
Learn MoreBefore the first outreach email goes out, most boutique banks pay premium annual fees on data access and conference networking, only to get the same results as everyone else.
The ROI on your first closed deal pays for years of subscription.