For PE Firms

Expand Deal Flow Without Adding Headcount

AI-assisted research and prioritization help your team focus on the right targets at the right time - with full visibility into what's been tried.

The Proprietary Sourcing Challenge

Problem: Deal sourcing scales with headcount

Solution: AI-assisted research and prioritization multiply your team's capacity. Focus on the highest-value conversations.

Problem: Relationship context in individual heads

Solution: Team-wide relationship memory. When someone leaves or transitions, the institutional context stays.

Problem: Compliance and LP reporting concerns

Solution: Full audit trails, activity logging, and compliance controls. Ready for DD and LP inquiries.

Problem: Generic tools that don't understand M&A

Solution: Purpose-built for M&A workflows: long cycles, relationship trust, owner psychology.

Set your investment thesis parameters. Industry, size, geography, owner characteristics.

Import targets, enrich with company data and ownership signals. Continuous research compounds context.

Signal-based scoring surfaces opportunities. AI drafts personalized outreach for team review.

Full activity logging across the team. Dashboard for pipeline health, activity metrics, and LP reporting.

Organization-wide visibility into relationship history. Attribution for every interaction. No more silos.

Signal-based scoring surfaces the right targets. AI researches companies so your team focuses on conversations.

Every action logged with full attribution. Ready for LP reporting, compliance review, or internal audit.

Control who sees what. Admins manage team access, integrations, and compliance settings.

AI assists with research and drafting. Senior team members approve outreach. Quality control built in.

Connect to Salesforce, HubSpot, or existing deal tracking systems. Envoyum enriches and activates your data.

Built for teams that need security, compliance, and control.

Data strictly separated at the database level. Enterprise-grade security architecture.

SAML/OIDC single sign-on. User provisioning for larger teams. (Roadmap)

Programmatic access for integration with internal systems. (Roadmap)

Named account manager and priority support for enterprise accounts.

See how Envoyum can help your team source more deals without adding headcount.