Just Launched: The SourceCo Marketplace. Access vetted, off-market founder-led deals before anyone else.
Last deal added: 12 hours ago · Avg deal size: $8.2M · Median revenue: $4.9M
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SourceCo for PE
Many of the best add-ons don't show up in databases. We map the full market, including off-database companies, reach owners by email, phone, and mail, qualify on the phone, and hand off only thesis-fit meetings.
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Trusted by Mid-Market PE & PE-Backed Platforms. Last 12 months closed: ~$160m.
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“SourceCo's tech-enabled platform has been instrumental in scaling our add-on acquisition strategy, resulting in multiple LOIs and a closed deal with more to come. Their team clearly understood our investment thesis and effectively conveyed our value to owners. They remained agile and were quickly able to adjust as our criteria evolved.”
Cory Mims, Managing Partner, GreyRock Investment Partners
We run complete sourcing support from material creation to delivering qualified founder calls.
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We turn your thesis into a complete target set, including firms and data databases miss - using custom software + analyst research across licensing boards, trade rosters, filings, company site scraping, and other public signals and enrich with fields investment committees care about (customer mix, recurring/project, footprint). You approve before outreach and get weekly coverage growth and % off-database.
"The data-driven process sets SourceCo apart from others - consistently surfaces deals I wouldn't have discovered through conventional channels. Beyond sourcing, their M&A team excels at cultivating authentic relationships with business owners"
Henry Schlossberg, Vice President, Boyne Capital
We gather multiple owner contacts (business email, personal email, desk line, cell when available) and confirm phones by dialing. Outreach is highly personalized and thesis-tied to the owner’s context, anchored in your buyer proof (ie. experience, exit stories, vision & cultural fit). Outreach runs from SourceCo sending domains "on behalf of <Your Fund>" so your primary domain stays untouched. To keep placement high, we warm new domains (~30 days), cap daily sends, and rotate to warmed backups if placement dips.
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Behind the scenes technical operations
Behind the scenes we also handle: domain purchase/config, A/B tests (subject, opening, CTA, send-window, voicemail), re-engagement cadences and more - SourceCo manages the full technical setup and monitoring of email infrastructure, letting you stay focused on closing deals.
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We use the channels that work in your lane: email + phone + mailed one-pagers etc... We start with a small test segment to tune tone and timing, then scale to the core list.
Typical outreach cadence
Typical cadence: 8–10 touches over six weeks. If a high-value owner goes quiet, we escalate with ie. mailed one-pager, a specific voicemail + reply email, or even a thoughtful, personalized gift tied to the owner's history when appropriate.
Our in-house M&A team handles first conversations, qualifies to your guardrails, and captures objections and timing. When it's worth your time, we schedule the meeting and deliver a Lead Memo with full visibility in your custom dashboard.
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Conversation handling & qualification
Lead Memo delivery (fit, gaps, next steps)
Meeting scheduling & coordination
Dashboard tracking & visibility
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It’s harder than ever to get an owner’s attention in crowded inboxes - and the phone is still a king. Our cold calling program consists of in-house, US-based M&A team with advanced sales training, augmented with AI - this ensures every conversation is highly effective. Calls are triggered off live signals, scored (1-5 for interest and objections) and reviewed so the program keeps improving with every weekly review.
Your story, told by M&A callers
Our reps are trained to represent your firm & story - and uncover each owner’s motivations and pain points, handle valuation, timelines, and address broker, succession, and employee/culture and any other concerns.
Experienced M&A sales team
Our team is skilled in both M&A and advanced sales practices. Throughout each campaign, we refine messaging with you to improve how we present your value, counter concerns, and convert conversations into qualified meetings.
We track and report the numbers
Connections made, conversations held, conversion rates to meetings, and all scheduled follow-ups - rolled up in your weekly review and dashboard.
AI-Optimized Workflow
AI supports every stage of the process: enriching contact data, tracking seller signals, logging call outcomes, rating intent, and triggering follow-ups with personalized emails, allowing our team to focus on conversations, not admin.
What you get
Calendar invite + Lead Memo (fit, watch-outs, owner intent, next step) - all you need to know about the business allowing you to jump in well informed and ready.
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Private companies don’t publish commercial/residential customer mix or revenue. To know if a target fits, partners decide on deal-ready insights - not industry + headcount. Our software turns opaque private company data into deal-ready records and thesis-aligned IC answers.
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Deal-screening fields your IC needs (databases miss them)
We give you decision-grade records for every thesis-aligned company, including off-database firms, built from custom software + analyst research. Each company record captures missing signals partners use to decide: customer mix, recurring vs project work, service radius/footprint, scale proxies (locations/headcount/trucks), and ownership flags. Those fields aren't in static databases; without them you burn cycles on no-fit reviews.
Every thesis, every industry, every situation requires different inputs, and that’s where our platform excels.
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Owner identity & direct access (the conversion lever)
We identify who actually controls the decision (founder/majority owner) and use a contact waterfall to gather business & personal email, desk & mobile, plus role/context. Databases rarely expose the real owner or a working path to them; our data let our outreach reach the decision-maker and progress a sale; a static database without real owner paths can’t.
Email alone stalls; verified phones raise connection rates and real conversations that move deals.
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Deal-screening data that books founder meetings
Your deal-screening fields and owner access let us run the first calls and capture intent, timing, objections, and validated facts (e.g., footprint, revenue, intent). When the fit is real, you get a calendar invite + Lead Memo (fit, watch-outs, owner intent, next step). If timing isn’t right, we keep the record warm and re-engage when it flips, so you only see scheduled, thesis-fit founder meetings.
Partners (or decision-makers) show up prepped and step into scheduled, thesis-fit founder meetings.
100%
Non-brokered meetings
Owner-led, off-auction conversations
2–3x
Industry response rate
Owner response rates consistently
outperform market averages
~10 days
1st target set live
From kickoff to engaging
with approved targets
3,000+
Deals sourced
Proprietary off-market pipeline
built across industries
Our goal is to get you to market quickly while ensuring we fully understand your thesis, objectives, and the story of why owners should want to work with you. Every day matters, we start learning from real outreach results immediately so we can refine and scale faster.
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Week 1
Map the market & prep launch
We translate your thesis into a complete target set (incl. off-database firms), build materials that communicate your story, and prepare the tech stack for your campaigns. You review/approve the target set, messaging, and materials.
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Weeks 2–3
Make owners reachable & run a controlled test
We validate contact data (emails, phones, direct lines), warm domains, and launch a test segment. Early calls and email opens provide feedback on tone, timing, and messaging, giving us visibility into replies, conversations, and first meeting candidates.
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Week 4
Expand & optimize from real responses
We map the wider market in more detail, A/B test copy and call scripts, and refine based on actual owner responses. By the end of this phase, the outreach rhythm is set and the first meetings are being scheduled.
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Weeks 5–8
Scale to qualified founder meetings
The best-performing outreach is rolled out to the core list. We run signal-based calling daily and schedule qualified founder meetings. Each meeting comes with a Lead Memo (fit, watch-outs, owner intent, next step). From here, outreach runs weekly or biweekly, with re-touch campaigns to keep timing warm. (First qualified meetings typically start around Day 50–65.)
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Answers to technical and operational questions.
Owner verified, size proxy confirmed, thesis fit, and willingness for a next step. We schedule the meeting and include a Lead Memo (fit rationale, watch-outs, phone-validated facts, owner intent, next step) plus thread/call history.
We use our AI powered, human-augmented process to build datasets from many sources (websites, licensing boards, trade lists, local directories, filings, reviews, job posts) and keep expanding it as we discover more. Your dashboard shows total targets and % off-database.
Outreach is sent by SourceCo on your behalf (to protect your domains) unless you ask us to send as your brand. Either way, the message speaks in your voice.
We use AI to identify patterns across millions of data points - signals like growth, ownership transitions, hiring activity, and strategic fit. That helps us surface companies likely to be open to a conversation, and match them with the right buyer. Our outreach is driven by tech and personalized by a human.
We pilot in Week 4; first qualified conversations typically start ~Day 50–65. You’ll see coverage, conversations, and meetings in the weekly review while the engine ramps.
Weekly ops review and a simple dashboard showing adds, sends, calls, conversations, meetings and conversation→meeting conversion. Notes and next steps are included.
No. Banker flow remains valuable. We focus on off-auction founders and add-ons; we avoid brokered auctions.
We dedupe against your lists and ours, respect prior threads, and don’t run parallel searches in the same field for different buyers. You approve the lane.
Yes. We can run a managed stack end-to-end or integrate with your CRM so outcomes and notes mirror to your system. Think of us as added capacity up to the handoff.
Yes. For platforms we tighten screens and expectations; for add-ons we optimize for momentum in smaller universes. Same handoff gate.
We'll help you map your thesis, review targets, and outline execution, or provide a sample dataset to get started.
Response within 4 business hours. All conversations confidential.
Prefer to send an NDA first? Upload it here
Map your thesis (30-min working session)
Bring your lane. We'll review targets for your thesis, including off-database companies, show a redacted slice, and walk week-one execution (segments, cadence, calling). You leave with a go/no-go and an outline for day one.
Talk to a sourcing strategist →Get a free dataset sample
Send sector, geo, platform/add-on, size proxies, exclusions. We'll reply with a cropped table (8–12 redacted rows) showing the decision fields ICs debate and the % discovered beyond databases.
Request Sample Dataset →.svg){kind=logo}
