Equitle

Close Faster with Automated
Thesis Development

AI-native software designed to automate sourcing, helping you acquire great companies.
TRUSTED BY
Sun Haven PartnersWTR CapitalStonebriar CapitalAlidadeAOP Alka Oaks PartnersOxMar PartnersBlackcombAlamoSun Haven PartnersWTR CapitalStonebriar CapitalAlidadeAOP Alka Oaks PartnersOxMar PartnersBlackcombAlamoSun Haven PartnersWTR CapitalStonebriar CapitalAlidadeAOP Alka Oaks PartnersOxMar PartnersBlackcombAlamoSun Haven PartnersWTR CapitalStonebriar CapitalAlidadeAOP Alka Oaks PartnersOxMar PartnersBlackcombAlamo

Built for Every Stage of Your Workflow.

Try Our Voice Agent

Receive a live call from an agent and discover how our AI agent transforms deal sourcing.

1

Select the type of call you want to receive

2

Enter your information

Time back in your hands.

A Fragmented Process

2 Hours

1. Industry Reports

Surf the same bases as every other firm and find the same companies.

2. Build Spreadsheets

Export one list and add it to your CRM, creating chaos in your pipeline.

3. Search & Verify Owner Info

Spend hours enriching to figure out who actually owns the business, along with their contact information.

4. Research the Owner

Research the owner to see their background and if they are ready for succession.

5. Personalize Messages

Write cold emails with basic personalization that is generic, hoping you ger a response.

6. Call One by One

Dial dozens of owners manually making it hard to track.

7. Investor Relations Headache

Stitch together investor updates from scattered data and notes.

Equitle
1 Hour

1. AI-Guided Thesis & Targeting

Build your investment thesis with industry reports, then auto-generate scorecards and find company lists with owner information.

2. Automated Qualification

Compare companies to your thesis - refine your list using custom filters.

3. Email Outreach & Call Orchestration

Launch personalized sequences via different methods like email, mass dialers, and automated handwritten letters.

4. IR & Quarterly Report Generation

Instantly generate investor updates and summaries from real-time outreach activity.

Ready to Accelerate Your Sourcing?

Discover how Equitle can transform your deal process.
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