Get deal flow by text, email or your AI agentDeal flow by text, email or AI agent
Equitle

Private Equity

Proprietary deal flow for every thesis in the fund.

Equitle’s agents map the whole market for a platform or add-on thesis, research who owns each company and why they might sell, and run the letters, emails and calls that put your deal team in front of them first.

212

Companies fit

184

Owners identified

171

Verified contacts

46

Likely to sell

HVAC services, Southeast

Ranked by fit with your thesis

$5–25MFounder-owned

Company

Revenue

Employees

Owner

Contact

Fit

C

Coastal Air Mechanical

Charleston, SC

$14M

86

Dale Whitaker

Age 67

96
P

Piedmont Comfort Systems

Greenville, SC

$9M

54

Ray Hollins

Age 61

92
B

Bayline Heating & Air

Savannah, GA

$18M

112

Sandra Pike

Age 58

89
T

Tidewater HVAC Services

Norfolk, VA

$6M

38

Gene Castillo

Age 64

81
Sun Haven Partners
WTR Capital
Stonebriar Capital
AOP Alka Oaks Partners
OxMar Partners
Blackcomb
New Frontier
Alamo
Wavefront Search Partners
Alidade Ventures
The Brynavon Group
Colville Group
Weave Growth
Roxbury & Co.
Pathfinder Growth Partners
Sun Acquisitions
Seba Growth
Sun Haven Partners
WTR Capital
Stonebriar Capital
AOP Alka Oaks Partners
OxMar Partners
Blackcomb
New Frontier
Alamo
Wavefront Search Partners
Alidade Ventures
The Brynavon Group
Colville Group
Weave Growth
Roxbury & Co.
Pathfinder Growth Partners

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More owner meetings a month than traditional BD teams.

What happened

For eight months we ran a traditional BD workflow in a shadow beta and compared it with anonymized Equitle customer campaigns. Equitle surfaced 18.5 interested owners a month to the traditional team’s 11.5, and more of them agreed to meet: 21.6% against 17.4%. Together that came to 4.0 owner meetings a month against 2.0.

Read the study

One system from thesis to first meeting.

See the whole market in hours.

Every company that fits your thesis, sized and mapped.

  • 20+ data providers searched at once

  • ML and AI web search finds companies databases miss

  • Revenue, headcount and ownership on every company

  • Every company scored against your thesis

HVAC services, Southeast

212 companies fit your thesis

Founder-ownedOwner 60+

Company

Revenue

Score

C

Coastal Air Mechanical

Charleston, SC

$14M

96
P

Piedmont Comfort Systems

Greenville, SC

$9M

92
B

Bayline Heating & Air

Savannah, GA

$18M

89
T

Tidewater HVAC Services

Norfolk, VA

$6M

81

Add-on sourcing for every platform at once.

Each portfolio company gets its own live pipeline.

  • A separate thesis for every platform

  • New fits surfaced every week

  • Meetings tracked platform by platform

Add-on programs

One thesis per platform

S

Summit Comfort

HVAC services

+14 new

6

meetings

N

Northline Dental Partners

Dental practices

+9 new

11

meetings

H

Harbor Veterinary Group

Veterinary clinics

+6 new

4

meetings

Know which owners are ready to sell.

Age, tenure, successor and court records on every owner, each with a source.

  • Owner age, tenure and successor

  • Intent score built from public signals

  • Court records, local press and company bios

  • A source linked on every fact

Dale Whitaker

Owner, Coastal Air Mechanical

Likely to sell

67

Age

31 yrs

Owned

None

Successor

Turned 67, no successor named

Company bio

Two local peers sold in 2025

Local press

Reach owners where they actually answer.

Letters, email, calls and LinkedIn, sent under your firm’s name.

  • Letters in your own cloned handwriting

  • Printed, stamped and mailed for you

  • Email, calls and LinkedIn in the same sequence

  • Replies and meetings logged automatically

Handwritten letter

To Dale Whitaker · Coastal Air Mechanical

Send for delivery

Letter

Dear Dale,

Thirty-one years of keeping Charleston cool is no small thing. I came across Coastal Air while looking at the best service companies in the Southeast, and your team kept coming up.

We partner with founder-owned businesses like yours and help them grow without losing what made them work. If you ever want to talk about what comes next, I would love to hear how you built it.

Warmly,
Michael

HARBORLINE CAPITAL

200 Meeting St
Charleston, SC

ROI calculator

$
$

Sourcing cost a year

Traditional team

$360,000

Equitle

$90,000

Qualified owner meetings a year

Traditional team

36

Equitle

72

Cost per qualified owner meeting

Traditional team

$10,000

Equitle

$1,250

What PE teams ask us first.

Those are databases: they list companies and leave the rest to your team. Equitle runs the whole origination process for you. It finds the companies, researches each owner, verifies their contact details and runs the outreach in your name, guided by your thesis and your decisions. You get deal flow, not another platform to log into and pay for.

Equitle is built for the lower middle market, including family businesses with a few million in revenue and very little online footprint. Those are the companies databases miss and bankers have not reached yet.

Yes. Each platform gets its own thesis, target list, research and outreach history, so add-on programs never mix. Your operating partners and portfolio CEOs can see the pipeline for their platform.

Yes. Letters carry your team’s signature, emails come from inboxes set up for your firm, and calls show your number. You can approve every touch before it goes out, or let it run on its own.

Describe the thesis and Hawk starts returning ranked companies the same day. Owner research and contact details fill in as it works through the list, and the first owner conversations usually follow within the first few weeks.

Review the list, star or cut companies, and approve the outreach. Most teams spend an hour or two a week on it. Every decision you make also trains the fit model, so each list is sharper than the last.

Yes. Lists, owner research and contact details export, and Equitle connects to CRMs and other systems through supported APIs and MCP integrations, so your existing pipeline stays part of the workflow.

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