An AI-powered M&A software platform that streamlines deal sourcing and investment banking in the lower-middle market. Launched as an MVP in just two months, it achieved $3.2K MRR within six months.
The client needed a sophisticated platform to help investment bankers and M&A advisors find and qualify deals more efficiently. Traditional deal sourcing was time-consuming, requiring manual research across multiple databases and sources. They needed an AI-powered solution that could automate deal matching while maintaining high accuracy, all within a tight timeline and budget.
We implemented a custom AI algorithm using GPT-4 that analyzes company profiles, financial data, and market trends to automatically match buyers with potential acquisition targets based on their specific criteria and investment thesis.
Built an automated system that pulls data from multiple sources including public filings, industry databases, and news feeds, creating comprehensive company profiles that update in real-time.
Created a complete CRM-like interface for tracking deals through the pipeline, with automated reminders, document management, and collaboration tools for deal teams.
Designed an analytics dashboard that provides insights into deal flow, market trends, and performance metrics, helping advisors make data-driven decisions.
Deal Dashboard
Analytics View
Deal PipelineFrom concept to live product in just 8 weeks
Monthly recurring revenue within 6 months
Reduction in manual deal sourcing time
Investment professionals using the platform
Sommo delivered our MVP in just 2 months. Their no-code expertise allowed us to validate our idea and secure funding faster than we ever imagined possible. The AI integration works seamlessly.
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