How It Works
A practical workflow from market definition to owner conversation
Work progressively from a defined UK acquisition market to screened targets, owner outreach and qualified opportunities.
Define the market
Before enriching individual companies, define what you are actually trying to acquire. A clear mandate shapes every later screen.
- Acquisition mandate
- SIC discovery
- Universe sizing
- Geography and structural criteria
- Create the target company population
Screen and prioritise
Apply progressive enrichment: use cheap, broad data first and reserve deeper analysis for companies that survive the earlier filters.
- Structural screening
- PSC and ownership analysis
- Director and succession signals
- Financial screening
- Acquisition Review
- Shortlist / Hold / Reject as appropriate
Reach the right owners
The platform supports and organises outreach. It does not automate decisions about who to contact or what to say — the user remains in control.
- Contact identification
- Outreach readiness
- User-controlled outreach
- Outlook-supported email workflow where available
- LinkedIn / Prosp handoff where relevant
- Manual and inbound touch logging
- Follow-up actions
- This Week work queue
- Next actions and blockers
Convert interest into an opportunity
This phase is still origination and qualification. Deal Origination is not intended to replace detailed due diligence, legal execution or post-acquisition management.
- Owner response
- First conversation
- Seller qualification
- Seller motivation
- Timing
- Price expectations
- Management and succession considerations
- Handover considerations
- NDA progression
- Qualified opportunity
Progressive enrichment
Use inexpensive, widely available structural data first. Only invest deeper research effort in companies that survive the earlier filters — so the universe is progressively reduced before deeper review.
Less wasted research
Detailed analysis is focused on companies that have already passed earlier screens.
Greater consistency
The same acquisition criteria can be applied systematically across a market population.
A clear next step for every target
Each company has an explicit next action, due date or blocker — not an open-ended list.
Ready to work the market?
Access is currently approved manually.