AI-Powered Deal Sourcing
for M&A AdvisorsPrivate EquitySearch FundsCorp DevFamily Offices

Automate and scale deal sourcing, outreach, and follow-up — so you can focus on closing.

Apply for Beta

Proactive Lead Generation

Market Filters

Response Handling

CNC Manufacturing

Industrial equipment & machinery

248

leads

Medical Devices

Assistive technology for seniors

1,826

leads

Qualified Prospect

6 months

Sale Timeline

$11.5M

Gross Revenue

Meeting Booked

2:30pm

Sell-side discovery call

Everything you need in one place

Lead Generation

Hyper-Targeted Filtering

Drill down into niche industries and verticals with precision — target exactly the types of businesses your brokerage closes best.

AI-Prioritized Seller Lists

We analyze your closed deals, buyer demand, and sector expertise to help you prioritize the owners most likely to convert.

All Your Data, Included

Analyst3 consolidates best-in-class data sources into one platform - fully included - and uses them to run outreach for you, end-to-end.

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Outreach & Engagement

Personalized, Company-Specific Outreach

Every message is tailored to the business — by industry, size, and geography — so it feels handcrafted, not copy-pasted.

AI Agents That Handle Replies

When a lead responds, your AI agent continues the conversation — qualifying, answering questions, and booking meetings on your behalf.

Built for Delivery & Compliance

We keep you out of spam and off blacklists with warmed domains, message rotation, CRM deduplication, and do-not-contact protection.

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Lead Nurturing

Contextual Follow-Up

Your AI agent monitors past conversations and company signals to re-engage leads with the right message at the right time.

Initial ContactApr 10

Not Ready to SellApr 12

Follow-upSept 30

Meeting ScheduledOct 15

Meeting-Ready Profiles

We surface key company details and interaction history so you’re always prepared for a productive first call.

Conversation-Driven Nurturing

Instead of cookie-cutter drips, we use AI to send personalized follow-ups based on deal stage, company info, and past engagement.

... AI Superpowers working quietly behind the scenes

Market IntelligenceBuyer Intent MatchingMarket Opportunity DetectionBehavioral Lead ScoringEmail Deliverability EngineDNC List ProtectionReputation GuardrailsAutonomous ExecutionFollow-up Failover LogicSequence OptimizerMulti-Channel OutreachMeeting PreparationAuto-Briefing BuilderSmart Industry ResearchMarket IntelligenceBuyer Intent MatchingMarket Opportunity DetectionBehavioral Lead ScoringEmail Deliverability EngineDNC List ProtectionReputation GuardrailsAutonomous ExecutionFollow-up Failover LogicSequence OptimizerMulti-Channel OutreachMeeting PreparationAuto-Briefing BuilderSmart Industry Research

Autonomous ExecutionFollow-up Failover LogicSequence OptimizerMulti-Channel OutreachMeeting PreparationAuto-Briefing BuilderSmart Industry ResearchMarket IntelligenceBuyer Intent MatchingMarket Opportunity DetectionBehavioral Lead ScoringEmail Deliverability EngineDNC List ProtectionReputation GuardrailsAutonomous ExecutionFollow-up Failover LogicSequence OptimizerMulti-Channel OutreachMeeting PreparationAuto-Briefing BuilderSmart Industry ResearchMarket IntelligenceBuyer Intent MatchingMarket Opportunity DetectionBehavioral Lead ScoringEmail Deliverability EngineDNC List ProtectionReputation Guardrails

Apply for Beta

Why M&A professionals choose Analyst3

More Consistent Deal Flow

Solve the #1 pain point — unpredictable seller lead generation—by bringing high-quality, targeted prospects to deal pipelines on a consistent basis.
Reduces reliance on outdated referral networks, LinkedIn scraping, or overpriced agencies with mediocre results.

Bring Deal Sourcing In-House

Eliminate reliance on overpriced, underperforming business development agencies.
Gain full control over your outreach strategy — you own the data, the process, and the pipeline.

Multiply Capacity Without Adding Headcount

Get the research, targeting, and personalized outreach you wish you had time for—handled by your AI assistant so you can focus on closing.
Skip the need to hire or cut corners — Analyst3 gives you analyst-level output without the cost, time, or overhead.

Build a Repeatable, Scalable Growth Engine

Move away from inconsistent referrals and manual prospecting.
Analyst3 lays the foundation for a scalable, data-driven practice — one that can grow systematically and predictably.

Scale Upmarket with Less Friction

Use automation and intelligence to handle more complex, higher-value deals without getting bottlenecked by manual processes.
Lay the groundwork to enter the lower middle market — where fees are higher and competition is tougher.

Aldrin Raphael Fernandes
President, A R Business Brokers

"Analyst3 delivered better results than any outsourced agency we've used. In two months, we booked 50 meetings and saved over almost 500 hours of manual work. They even helped us finally unlock value from a lead database we had been paying for but barely using. They truly understand how business brokers work."

Charlie Taben
Partner, Wall & Main

"Analyst3 added a new dimension to our outbound sourcing. Our first meeting signed as a sell-side engagement, with many subsequent meetings converting to concrete opportunities."

Success Stories

See how M&A advisors are transforming their deal sourcing with AI-powered automation

Leading Business Brokerage Turns Cold Outreach Into a Scalable Growth Engine

Learn how AI-powered prospecting delivered 63 meetings in 10 weeks with a 95% show-rate, saving ~800 hours and increasing reply rates by 14x.

Read full story

From First Email to Signed Mandate in ~21 Days, Worth ~$350K in Potential Fees

Discover how a lower-middle-market advisory firm activated Analyst3 and secured a high-quality sell-side client in roughly three weeks.

Read full story

Frequently asked questions

We’re committed to delivering exceptional service tailored to your unique needs. Contact us to discuss how we can support you.

How does Analyst3 work with my CRM?

Analyst3 complements your CRM by doing the heavy lifting before contacts ever get there. Our AI agents identify, qualify, and engage sellers — then push leads, meetings, and notes into your CRM so your pipeline stays organized and actionable.

How much time does this save my team?

M&A advisories save 80+ hours per week by automating lead research, personalized outreach, follow-ups, and meeting prep — freeing you up to focus on relationships and closing.

What kind of results can I expect?

Most users see meetings booked within 3 weeks of launch. Many recover their investment within one closed deal.

How easy is it to get started?

Very. You define your target profile and give us 20 minutes — we do the rest. From outreach to calendar bookings, Analyst3 runs fully in the background.

What makes Analyst3 different from outsourced agencies or lead gen tools?

Unlike generic lead gen services, Analyst3 acts as your AI-powered digital rep—researching, writing, emailing, following up, and booking meetings like a human assistant would. But it's trained on your preferences, learns over time, and never burns out.

Do you support work beyond deal sourcing?

Today, Analyst3 focuses on deal sourcing, outreach, reply handling, and contextual follow-up. For a limited number of beta design partners, we also support adjacent workflows (e.g., sale prep drafts and process tracking) on a scoped basis as we build toward a broader AI analyst “deal team". Apply for our beta program to learn more.

Related case studies:

Helping a 2-Person M&A Advisory Firm Go to Market on Time While Managing Multiple Deals → Read full story

AI-Powered Deal Sourcing
for M&A AdvisorsPrivate EquitySearch FundsCorp DevFamily Offices