Buyer outreach for sell-side M&A

Sell-side buyer outreach, from buyer list to closing

For the boutique partner or bank VP running the sell-side. DealLaunch AI holds the buyer list, every approach and reply, each buyer's NDA and CIM status, and the weekly client report on one record, visible to team and client.

How it works

1. 01
   Set up the mandate
   Sell-side template, nine stages from Teaser sent to Closing; draft the buyer profile.
2. 02
   Build the buyer list
   Upload your list, add names by firm and geography, read each buyer's fit score.
3. 03
   Approach from your own mailbox
   Drafted per buyer, approved and sent as you; replies read back from Microsoft 365 or an app-password mailbox, stage moved.
4. 04
   Track NDAs and the CIM
   NDA signed is a log stage; the CIM a per-buyer link, opens recorded, revocable.
5. 05
   Report to the client
   Funnel, target-list coverage and every decline, counted by firm, as branded PDF or PowerPoint.