150
Acquisition leads sourced by an automated workflow, across India, Europe, the US and Latin America
- Strategy
- Operations
- GTM engineering
- M&A
A US-based AI holding company and venture studio with $2B AUM, and an AI research lab
Strategy, GTM engineering and buy-side M&A for an AI holding company and an AI research lab
The holding company builds and invests in AI-native companies. Leadership needed senior support across executive communication, investor materials and an active acquisition program. We embedded with the team across both organisations. We also built two growth engines: an automated outbound system for the AI company, and an acquisition pipeline for the venture studio that took targets from automated sourcing through diligence, owner and banker talks, and letters of intent.
Strategy & insights
- Executive decks and market insights for leadership
- Investor pitch deck
AI-powered insights
- Custom AI agents for data insights
- AI-assisted work on investment theses
GTM engineering
- Automated outbound for the AI company
- Target lists, enrichment and AI-drafted personalisation
- Sequences and reply logging wired into the CRM
- AI-drafted follow-up replies, approved by an operator before sending
Buy-side M&A
- M&A strategy, investment thesis and mandate
- Automated workflow that sourced 150 acquisition leads across India, Europe, the US and Latin America
- High-level diligence on each target’s finances and operations, benchmarked against industry standards
- Intro talks with owners and their investment bankers or brokers
- Letters of intent
- Valuation of shortlisted targets
- Negotiations with sellers, brokers and bankers