Scale Your Deal Origination Bandwidth

Put Financesaur’s live M&A engine to work on your active mandate.

How Financesaur Works

1
Upload Deal Document or Describe Your Criteria

Upload an IM, CIM, teaser, or acquisition brief, or describe your investment thesis and criteria in plain English. Financesaur structures the deal automatically.

2
Extract Deal Criteria Agentic AI Optional review

Key criteria, including sector, size, geography, and strategy, are extracted automatically. Optionally review and refine before proceeding.

3
Source Market-Wide Agentic AI

The agent autonomously sources across the live web and specialist public and proprietary data sources. Optionally augment its research with your own LinkedIn searches and CSVs.

4
Validate Against Deal Agentic AI

Each company is validated against your specific deal criteria, bypassing generic SIC codes. Irrelevant matches are filtered out.

5
Research Companies Agentic AI

Deep research is conducted on each company: strategy, acquisitions, financials, leadership. Results are cached and reused across deals.

6
Rank by Strategic Fit Agentic AI Optional review

Companies are scored and ranked by strategic relevance to your deal. The strongest fits surface first.

7
Generate Personalized Outreach Agentic AI Optional review

For each counterparty, Financesaur generates a personalized, research-backed approach letter referencing specific company facts.

8
Deliver & Track Replies Agentic AI

Professional and Enterprise include managed M&A email with dedicated domains, mailbox warm-up, and deliverability monitoring. Genuine replies route directly to your inbox, with every interaction tracked.

9
Connect to Your Existing Workflow

Professional and Enterprise include API access for custom CRM and workflow integrations.

Every step is reviewable, editable, and controlled by your team.

What You Get

Concrete outputs, not feature lists.

Ranked Buyer / Target Lists

Scored and ordered by strategic fit to your specific deal. Lists are ordered by fit rather than alphabetical order or revenue.

Audit Trail

Every company includes a detailed rationale explaining why it was included, what signals matched, and what data supports it.

Company Profiles with Strategic Context

Strategy summaries, recent acquisitions, financial indicators, and synergy rationale, ready for your team.

Executive-Grade Outreach

Bespoke communications that read like they were researched and written by a senior deal team member. Tailored to earn meetings with high-profile founders and boards.

Centralized View of Real Replies

All genuine responses consolidated in one place. Conversations continue naturally in your existing email.

Managed Deliverability

SPF, DKIM, and DMARC configuration, mailbox provisioning, warm-up, and ongoing reputation monitoring for Professional and Enterprise.

Financesaur doesn’t give you leads. It gives you decision-ready counterparties.

One System, Three Core Modules

Counterparty Research

Market-wide mapping & vertical targeting
Seller signal detection
Synergy-based buyer identification
Exhaustive private market coverage

Counterparty Outreach

Deal-specific email narratives
Purpose-built M&A email infrastructure
Mailbox warm-up & reputation monitoring
Genuine replies routed to your inbox
Maintains personal relationship optics

Multi-Path Sourcing

Parallel sell-side campaigns (PE vs. Strategics)
Multi-niche buy-side targeting
Integrated dashboard analytics
Multiply deal-team sourcing capacity

What Financesaur Automates vs. What Your Team Controls

Financesaur Automates

1 Market mapping & filtering
2 Comprehensive sourcing
3 Contact detail verification
4 Drafting outreach materials
5 Sourcing infrastructure & tracking
6 Mailbox provisioning & deliverability management

Your Team Controls

1 Defining thesis and criteria
2 Approving final target matches
3 Reviewing outreach narratives
4 Managing human negotiations
5 Closing the deal & final judgment
Financesaur

See it on your mandate.

Share your investment thesis or upload your deal document, and get a qualified target pipeline in hours, not weeks of manual research.