Sorsr provides an AI‑native sourcing service for investment banks, handling the entire origination workflow from criteria definition to qualified conversations on a mandate. The platform builds a live universe of targets using public data and multi‑signal qualification, then conducts personalized outreach on behalf of the bank, charging only after the first engagement letter is signed.
Funding
Funding not disclosed
Founders
Product
Problem
Investment banks often spend extensive time and resources manually searching for acquisition targets that match specific investment theses, relying on outdated databases and fragmented research processes. This leads to slow deal pipelines, missed opportunities, and high upfront costs before any qualified engagement is secured.
Solution
Sorsr offers an AI-native sourcing‑as‑a‑service that automates the entire origination workflow for investment banks, from defining target criteria to delivering qualified conversations with owners and founders. The platform continuously builds a live universe of potential targets using public data on ownership structures, financial profiles, geography, succession signals, and sector adjacency. Each candidate is evaluated across multiple analyst‑level signals, including cap‑table details, recent news, filings, and prior investor activity. Personalized outreach is executed through Sorsr‑operated identities, revealing the bank’s identity only when genuine interest is confirmed. Banks only incur fees after the first engagement letter is signed, aligning costs with successful deal flow.
Target Audience
Primary customers are investment banks and corporate development teams that require efficient, high‑quality origination of M&A targets aligned with specific investment theses.
Features
- Real‑time target universe generation based on dynamic criteria rather than static lists
- Multi‑signal qualification engine that aggregates financials, ownership data, news, filings, and investor history
- AI‑driven matching of targets to thematic mandates such as roll‑up opportunities or legacy family businesses
- Automated, personalized outreach from Sorsr‑managed identities with conditional disclosure of the bank’s identity
- End‑to‑end workflow management covering criteria definition, sourcing, qualification, and conversation handoff
- Scalable to any mandate that can be formally defined, supporting both founder‑owned roll‑ups and thematic acquisitions