Case Studies
Real examples of how Equitle reduces manual origination work and turns sourcing, enrichment, and outreach into one operating workflow.
Outreach study
How Equitle books 2× the owner meetings of a traditional BD team
An 8-month shadow beta of a traditional BD workflow, set against anonymized Equitle customer campaigns. Equitle customers booked 4.0 owner meetings a month to the traditional team’s 2.0, by surfacing 1.61× as many interested owners and converting 1.24× as many of them.
Family office
How a family office used Equitle to reduce their deal sourcing time by 60%
A family office reduced weekly deal sourcing time from roughly 4 hours to about 1.5 hours by replacing a fragmented origination process with one persistent operating workflow for sourcing, enrichment, prioritization, and outreach.
Search fund
How Equitle booked 8 qualified meetings for a search fund in 1 month
A lower middle market acquisition firm used Equitle to narrow outbound to businesses that actually matched its buy box, resulting in fewer wasted conversations and a tighter meeting pipeline.
Buy-side brokerage
Turning donuts into a seller conversation with Equitle
A buy-side brokerage used Equitle to turn a generic outbound sequence into a highly personalized seller conversation by anchoring outreach in what the owner actually cared about.
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