Identify technology startups ripe for investment or acquisition.
We surface the right AI, data, and software targets for your thesis—companies with real technical legitimacy, fit to your product and go-to-market, and leadership that can scale with you.
Why targeted discovery matters
- Deal performance hinges on fit: 50–70% of tech deals miss targets when integration and product overlap surprises appear late.
- In AI and infrastructure, a few technical details—data rights, latency, cost-to-serve—swing enterprise value; spotting them early sets price and structure.
- Founder and leadership quality drive execution; teams without the right AI/infra depth can stall even with strong metrics.
- Broad lists waste time and leak intent. Focused scouting preserves confidentiality and keeps you in front of the best candidates first.
- Market shifts are fast; continuous sensing and practitioner reads keep your pipeline current, not stale.
How we add value
We combine market mapping with practitioner validation. We don’t just find companies—we pressure-test their tech, leadership, and moat before they hit your IC.
What we deliver
- Curated target list: Ranked companies with thesis fit—product adjacencies, data/AI synergy, integration surface area, and cultural compatibility.
- Technical legitimacy check: Early reads on whether the stack, models, and data are defensible or wrapper-level.
- Leadership snapshot: Quick assessment of founder/exec capability, hiring maturity, and readiness for integration or scaling.
- Signals and timing: Triggers (product launches, hiring patterns, GTM changes) that indicate openness or urgency.
- Approach strategy: Suggested contact paths, positioning, and sequencing to preserve optionality and confidentiality.
How we run the process
1) Thesis calibration (Week 0)
Align on your strategic angles—product gaps, data you need, markets you want—and red lines.
2) Market scan (Weeks 1–2)
Map the universe across AI, data, and SaaS adjacencies; score for fit, differentiation, and integration potential.
3) Practitioner vetting (Weeks 2–4)
Lightweight technical and leadership checks: legitimacy, roadmap credibility, infra posture, and talent depth.
4) Shortlist and outreach plan (Weeks 3–5)
Deliver prioritized targets with rationale and tailored approach plans; coordinate quiet outreach where helpful.
5) Ongoing sensing
Keep the pipeline fresh with new entrants, product signals, and competitive shifts tied to your thesis.
Who this is for
- Corporate development and product leaders building AI or data capabilities through acquisition.
- Investors seeking proprietary deal flow with practitioner-vetted targets.
- PE platforms hunting add-ons where integration ease and technical legitimacy are critical.
Engagement models
- Quick sweep (2–3 weeks): Fast target map and top opportunities with rationale.
- Full pipeline build (4–8+ weeks): Curated list, vetting, and approach plans with ongoing refresh.
- Embedded scout: We partner with corp dev or investment teams to continuously source and vet against evolving theses.
