US private equity and real estate investment group
70–90%
Estimated reduction in hands-on research time
AI deal research and outreach, end to end
Research & outreach
05 · Research and outreach
Briefs ready before you've finished your coffee.
Company and executive research, scoring, reporting and first-draft outreach prepared by AI and approved by a person.
In short
We build AI research workflows for investment, advisory and business development teams: researching companies, profiling executives, scoring opportunities, updating your trackers and drafting personalised outreach, with a person approving before anything is sent. A US investment group estimates its hands-on research time fell by 70–90%.
Sound familiar?
Signs this is costing you more than it should.
- Analysts spend hours gathering information before they can form a view
- Research quality depends on who did it and how busy they were
- Spreadsheets and CRM records fall out of date
- Personalised outreach is too slow to do at the volume you need
What we automate
What changes, step by step.
- 01
Company research
Structured profiles of targets, prospects or competitors, from the sources you trust.
- 02
Executive profiling
Background on the people you're about to speak to.
- 03
Scoring
Each opportunity scored against your own criteria, consistently.
- 04
Briefs and reports
Ready-to-read summaries in your format.
- 05
Tracker updates
Spreadsheets and CRM records updated automatically.
- 06
Outreach drafts
Personalised emails drafted for review. Nothing is sent without approval.
Works withn8nLarge language modelsHubSpotSalesforceGoogle SheetsExceland most tools with an API
Results
Where we've done this.
Questions
Common questions.
Where does the research come from?
From the sources you specify: company websites, filings, news, data providers you subscribe to and your own CRM. We avoid sources you can't rely on or aren't licensed to use.
Will it send emails without us seeing them?
No. Outreach is drafted for review, and a person approves every message before it's sent.
How accurate is AI research?
Good for gathering and summarising, not a substitute for judgement. Every brief links back to its sources so your team can check anything that matters.
Also automated
The rest of the operation.
- 01
Contracts and associates
Contracts and SOWs generated from CRM data, approved, signed and filed without anyone copying fields between documents.
Seconds
Contract generation, previously hours
- 02
Finance and invoicing
Expected, received and missing invoices tracked in one place, checked against what was agreed and pushed into your finance system.
8 days to 4 hrs
Monthly invoicing run
- 03
Reporting and management information
Management and client reports built automatically from the systems that hold the numbers, with AI drafting the commentary.
Live data
Management reporting, no month-end spreadsheet build
- 04
Email triage and request fulfilment
Inbound requests read, classified, costed and routed by AI, then fulfilled through automated workflows, with people handling the exceptions.
6 wks to 4 days
Time to triage and fulfil a request
Free Operations Audit
Find out what research and outreach automation would save you.
Book a free 45-minute Operations Audit. You'll get a written summary of your top three automation opportunities, with estimated hours saved, within 3 working days.
Book a free Operations Audit
If there's nothing worth automating, we'll tell you.
What happens next
- 1Pick a time that suits you
- 2Tell us briefly which process hurts most
- 3We map it together in 45 minutes
- 4Your written summary arrives within 3 working days