Your sourcing team, fully operational.
Equitle runs proprietary deal origination on behalf of your firm, from infrastructure and target research through outreach and booked meetings. You set the mandate, approve the targets, and keep control of every important decision. We carry the process.
How the service works
From first setup to the first meeting.
One operating process, managed end to end. Your team stays close to the decisions without inheriting the manual work.
01
Build the operating foundation
We set up the infrastructure required to represent your firm consistently.
During onboarding, we capture your mandate, clone your approved voice and handwriting, and configure dedicated phone numbers, sending domains, and mailboxes. Your team starts with a complete origination system, not a list of setup tasks.
Voice, handwriting, phone, domains, and mailboxes ready
02
Build the target universe
We translate your investment criteria into a prioritized company list.
Equitle researches the market, sources companies, and applies your specific judgment to each target. The result is a focused list built around fit, ownership, geography, size, and the signals that matter to your firm.
A researched, thesis-fit target list
03
Review and approve
Nothing moves into outreach until your team is comfortable with the list.
You review the proposed targets, remove misses, and sharpen the mandate. We incorporate that feedback before execution, so each approval cycle makes the next list more aligned with how your team evaluates opportunities.
An approved list with clear outreach priorities
04
Run coordinated outreach
Equitle carries the work from first touch through persistent follow-up.
We execute personalized email automation, handwritten outreach, and calling as one coordinated motion. Messaging draws from the research behind each company, while activity and responses stay organized in one place.
Email, letters, calls, and follow-up in motion
05
Book qualified meetings
Interested owners move directly into conversations with your deal team.
We manage replies, maintain follow-up, and book qualified meetings on your calendar. Your team enters when judgment and relationship-building matter most, with the context behind every target already prepared.
Qualified owner meetings on your calendar
A complete origination function, without the buildout
Bring us your mandate. We will build the system, run the process, and put qualified conversations on your calendar.
Private Equity
Search Funds
Independent Sponsors
Family Offices
Growth Equity
Corporate Development
M&A Advisors
Private Equity
Search Funds
Independent Sponsors
Family Offices
Growth Equity
Corporate Development
M&A Advisors
Private Equity
Search Funds
Independent Sponsors
Family Offices
Growth Equity
Corporate Development
M&A Advisors
