Transform Your Advisory Business By Augmenting Your Processes with AI
Transform Your Advisory Business By Augmenting Your Processes with AI
Transform Your Advisory Business By Augmenting Your Processes with AI
Win more dream clients, and complete transactions faster and on more favourable terms with the help of Foundy. Our tools and workflows replace the need for you to hire additional staff.
Trusted by a fast growing client base of
business owners, consultancy
and corporate finance business owners
Trusted by a fast growing client base of
SMBs, funds and corporate finance firms
Trusted by a fast growing client
base of business owners, leaders,
investors and acquirers
"What Are The Benefits To My Advisory Company?"
"What Are The Benefits To My Advisory Company?"
Your Profit margins should be > 0.5 to 2x higher
Leverage Foundy to automate repetitive and manual tasks to free your team to focus on more important activites. Double your productivity overnight without having to hire an Analyst or Business Development Manager.
Complete Client Transactions In 4 Months, not 10
Complete Acquisitions At Higher Valuations And 3x Faster
Streamlined and centralised processes that keep momentum high and minimise bottlenecks, helping you close deals in more predictable timelines.
The average M&A transaction takes 10 months
Uncover Qualfied Prospects & Take Action Automatically
Leverage Foundy's Intent Signal Engines to detect acquisition interest from both sellers and buyers in real-time, giving you a critical edge by connecting with high-intent prospects.
Pre-empt deal risk
Proactively mitigate deal risks with AI Analyts that identify and address issues before they escalate, ensuring smoother negotiations and preventing deal collapse.
Surpass your clients expectations
Surpass your clients expectations
Discover more qualified acquirers and secure more attractive offers for clients. Build presentation documents that boost buyer engagement.
Discover more qualified acquirers and secure more attractive offers for clients. Build presentation documents that boost buyer engagement.
Grow Your Business Without Having To Hire
We replace the need to hire Analysts. Foundy can produce high quality presentations, prospect lists and reports faster and for a small fraction of the cost.
Growth Limitations: Unlock More Revenue
Old Traditional Growth Systems
No Inbound or Outbound Lead Generation Systems:
Lack of inbound lead capture means website visitors are lost, resulting in up to 10 missed qualified leads per month, each potentially worth between £100k and £1 million.
No visibility on who is considering selling their company at any given point.. No formal proactive outbound outreach strategy limits growth, leaving much of the market untapped.
Lead nurturing and follow-up are time-consuming, resulting in slow responses and missed opportunities.
Growth After Working With Foundy
Warm Inbound and Outbound Lead Capture:
Foundy's AI-driven tools capture inbound visitors and drive proactive outbound campaigns, boosting leads.
Seller Intent Engine for Targeted Outreach:
Identifies founders interested in selling, ensuring targeted outreach to high-intent prospects and boosting conversions.
Lead Nurturing Made Easy-:
Always-on workflows ensure timely follow-ups, maintaining engagement without manual effort and creating a consistent growth pipeline.
Client Management: Overcome Inefficiencies And Deal Risks
Client Management Before
Manual Processes: Inefficient buyer sourcing and preparing materials often took weeks, delaying deals and losing momentum.
Limited Buyer Reach: Identifying qualified acquirers was time-intensive, with critical buyers often overlooked.
Low-Quality Materials: Creating client-ready presentations like information memorandums was tedious and inconsistent.
Client Management After Working With Foundy
Smart Buyer Sourcing: Our Acquisition Intent Engine analysis. Identify keywords, technographics, and sentiment from historical transactions, uncovering all relevant buyers faster and more accurately.
Presentation Materials: High-quality teasers and info memorandums built for your clients that appeal to your target buyer lists interests.
AI-Driven Insights: Data-backed market mapping and benchmarking eliminate guesswork, saving time and increasing success rates.
Enquire About Our 3 Packages Or Request A Custom Project
Growth Optimisation
Custom
pricing
Website Visitor Identification
WhatsApp Workflow
Inbound Call Agent
Outbound Call Agent
Custom Intent Signal Tracking
Book A Demo
Deal Preparation
Custom
pricing
Client Onboarding Automation
Information Memorandum Builder
AI Buyer Sourcing
Multi channel buyer outreach
campaign set up
Book A Demo
Deal Execution
Custom
pricing
Buyer outreach campaign
AI Due Dil Analysis
Buyer Intent Analysis
Legal document drafting
and analysis
Book A Demo
"Okay, Now I Am Interested, What Happens Next?"
"Okay, Now I Am Interested, What Happens Next?"
"Okay, Now I Am Interested, What Happens Next?"
01
01
Book a FREE Discovery Call
Book a FREE Discovery Call
Book a FREE Discovery Call
Time: 1-2 days
Start with a friendly consultation to identify where you and your team are interested in streamlining.
We’ll help you pinpoint areas where our team and AI tools can help you save time, boost profitability, and enhance client experience.
Receive a tailored proposal to match your business needs.
Time: 1-2 days
Start with a friendly consultation to identify where you and your team are interested in streamlining.
We’ll help you pinpoint areas where our team and AI tools can help you save time, boost profitability, and enhance client experience.
Receive a tailored proposal to match your business needs.
Time: 1-2 days
Start with a friendly consultation to identify where you and your team are interested in streamlining.
We’ll help you pinpoint areas where our team and AI tools can help you save time, boost profitability, and enhance client experience.
Receive a tailored proposal to match your business needs.
02
02
Custom Design and Setup
Custom Design and Setup
Custom Design and Setup
Time: 2 weeks
We design systems that augment your existing processes. You will be assigned a dedicated Account Manager who will leverage their experience and AI to complete tasks for your firm,. This will free up your time to work on more important activities, for example, engaging with warm acquirers.
We can then get to work readying presentation materials, buyer lists and campaigns
Time: 2 weeks
We design systems that augment your existing processes. You will be assigned a dedicated Account Manager who will leverage their experience and AI to complete tasks for your firm,. This will free up your time to work on more important activities, for example, engaging with warm acquirers.
We can then get to work readying presentation materials, buyer lists and campaigns
Time: 2 weeks
We design systems that augment your existing processes. You will be assigned a dedicated Account Manager who will leverage their experience and AI to complete tasks for your firm,. This will free up your time to work on more important activities, for example, engaging with warm acquirers.
We can then get to work readying presentation materials, buyer lists and campaigns
03
03
Launch
Launch
Launch
Time: 2-4 weeks
We’ll be there each step of the way through your engagement with clients from onboarding through to deal completion.
Whether it is building information memorandums, buyer lists or analysing data rooms, we are at your side.
Time: 2-4 weeks
We’ll be there each step of the way through your engagement with clients from onboarding through to deal completion.
Whether it is building information memorandums, buyer lists or analysing data rooms, we are at your side.
Time: 2-4 weeks
We’ll be there each step of the way through your engagement with clients from onboarding through to deal completion.
Whether it is building information memorandums, buyer lists or analysing data rooms, we are at your side.
04
04
Ongoing Support and Growth
Ongoing Support and Growth
Ongoing Support and Growth
Time: Month 2 ongoing
Within a month, you’ll see measurable improvements in winning clients and servicing existing clients.
We’ll provide ongoing support and adapt your systems as your business grows and to ensure you have access to the very latest in AI technology as it evolves.
Time: Month 2 ongoing
Within a month, you’ll see measurable improvements in winning clients and servicing existing clients.
We’ll provide ongoing support and adapt your systems as your business grows and to ensure you have access to the very latest in AI technology as it evolves.
Time: Month 2 ongoing
Within a month, you’ll see measurable improvements in winning clients and servicing existing clients.
We’ll provide ongoing support and adapt your systems as your business grows and to ensure you have access to the very latest in AI technology as it evolves.
Services
"How Does Foundy help my advisory business time, effort and increase client satisfaction?"
More Insights Into The AI & Automation Magic
Tailored AI & Automation Systems
Tailored AI & Automation Systems
Secure and Customised AI Agents: Trained on your data and optimised with anonymised insights from industry best practices to maximise success.
Human-in-the-Loop Design: Automation handles repetitive tasks, seamlessly transferring calls or interactions to your team at the right moment.
Secure and Customised AI Agents: Trained on your data and optimised with anonymised insights from industry best practices to maximise success.
Human-in-the-Loop Design: Automation handles repetitive tasks, seamlessly transferring calls or interactions to your team at the right moment.
Hi, please build a detailed list of qualified acquirers and provide commentary.
Sure, we offer a range of digital marketing services including SEO, social media management, and PPC advertising. Which service are you interested in?
AI M&A Analyst: How can I help you?
Hi, please build a detailed list of qualified acquirers and provide commentary.
Sure, we offer a range of digital marketing services including SEO, social media management, and PPC advertising. Which service are you interested in?
AI M&A Analyst: How can I help you?
AI M&A Analyst: I've uncovered 87
acquirers and shortlisted 39. This
spreadsheet includes my rationale
and contact details.
Hi, please build a detailed list of qualified acquirers and provide commentary.
Sure, we offer a range of digital marketing services including SEO, social media management, and PPC advertising. Which service are you interested in?
Hi! I am your AI M&A Analyst, how
can I help you?
Speak To Your Data. Make Better decisions
Speak To Your Data. Make Better decisions
Transform fragmented and unstructured data into actionable insights. Many businesses leave revenue untapped by failing to utilise their data effectively.
Our service brings clarity to your information and uncover opportunities.
Apply these insights to reconnect with lost leads and boost conversions.
Your data becomes a powerful tool for decision-making and growth.
Transform fragmented and unstructured data into actionable insights. Many businesses leave revenue untapped by failing to utilise their data effectively.
Our service brings clarity to your information and uncover opportunities.
Apply these insights to reconnect with lost leads and boost conversions.
Your data becomes a powerful tool for decision-making and growth.
83/100 Buyer Intent Score
6 New Qualified Prospects With Interest In
Your Services
Personalised email campaign prepared for you
Proactive Buyer Intent Signal Detection
Proactive Buyer Intent Signal Detection
We build intent scoring systems that identify when prospects are actively looking for your services. By scraping data from LinkedIn, online news channels, browser searches, and other key sources, we detect interest early.
Engage leads at the perfect moment and get a competitive edge.
Stay ahead of competitors by being first to connect.
We build intent scoring systems that identify when prospects are actively looking for your services. By scraping data from LinkedIn, online news channels, browser searches, and other key sources, we detect interest early.
Engage leads at the perfect moment and get a competitive edge.
Stay ahead of competitors by being first to connect.
Expert Support, At Every Step
Expert Support, At Every Step
Dedicated communication channel for your Account Manager (expert in AI automation) will take good care of you for the months we work together.
Tailored Workflows: Custom-built systems optimised for your goals.
Ongoing Maintenance: Continuous monitoring and refinement as your business scales and AI develops so you are not left behind
Expert Guidance: Direct access to top specialists in automation and AI
Start A Whatsapp Conversation Or Book In A Call Below
Meet Some Of The Foundy Team
Meet Some Of The Foundy Team
Meet Some Of The Foundy Team
Discover how our clients have transformed their businesses with AI
Discover how our clients have transformed their businesses with AI
Joe Lewin
Founder
Joe founded Foundy.com to transform the M&A process by reducing inefficiencies and cutting traditional sale costs. With 16 successful acquisitions and £1.5 million raised from investors, Joe leads a team dedicated to maximising exit value for business owners. His experience in building and selling companies, including a SaaS marketplace, gives him hands-on experience working with founders for growth and acquisition, ensuring sellers achieve optimal outcomes.
Joe founded Foundy.com to transform the M&A process by reducing inefficiencies and cutting traditional sale costs. With 16 successful acquisitions and £1.5 million raised from investors, Joe leads a team dedicated to maximising exit value for business owners. His experience in building and selling companies, including a SaaS marketplace, gives him hands-on experience working with founders for growth and acquisition, ensuring sellers achieve optimal outcomes.
David Battey
Head of M&A
David brings over 20 years of M&A experience, focusing on valuation, financial strategy, and deal structuring. Having managed portfolios for European Private Equity firms, he is well-versed in guiding clients to maximise deal outcomes and streamline exit processes. At Foundy, David leverages his expertise to optimise client results from start to finish.
David brings over 20 years of M&A experience, focusing on valuation, financial strategy, and deal structuring. Having managed portfolios for European Private Equity firms, he is well-versed in guiding clients to maximise deal outcomes and streamline exit processes. At Foundy, David leverages his expertise to optimise client results from start to finish.
Mel Ragnauth
Head of Strategy
As a Chartered Accountant with vast experience in scaling businesses, Mel has guided companies through successful transactions. Previously leading Spirit21, he grew the company from 7 to 120 employees, securing a spot on the Sunday Times Tech Track 100. Mel specialises in growth strategy and shareholder value, supporting clients in both buy-side and sell-side transactions.
As a Chartered Accountant with vast experience in scaling businesses, Mel has guided companies through successful transactions. Previously leading Spirit21, he grew the company from 7 to 120 employees, securing a spot on the Sunday Times Tech Track 100. Mel specialises in growth strategy and shareholder value, supporting clients in both buy-side and sell-side transactions.
Cameron
Senior Software Engineer
Lee brings a unique combination of experience in building, advising, investing in, and acquiring businesses. As an ex-Olympian, he has scaled multiple companies, including Neat Nutrition, and led numerous successful exits. Lee’s focus on healthcare, nutrition, biotech, and fitness tech enables him to support clients with tailored insights, from valuation to deal execution, ensuring optimal outcomes.
Lee brings a unique combination of experience in building, advising, investing in, and acquiring businesses. As an ex-Olympian, he has scaled multiple companies, including Neat Nutrition, and led numerous successful exits. Lee’s focus on healthcare, nutrition, biotech, and fitness tech enables him to support clients with tailored insights, from valuation to deal execution, ensuring optimal outcomes.
FAQ
Your Questions, Answered
Your Questions, Answered
Your Questions, Answered
Answers to your most common questions about our AI services
Answers to your most common questions about our AI services
What is the “Growth Package,” and why is it valuable?
How does the Buyer Intent Signal Engine work?
How do I know if the "Deal Preparation & Execution" package is right for my firm?
What exactly does the custom AI Agent do for my business, and how is it trained?
What’s the difference between manual deal preparation and Foundy’s augmented approach?
How do Foundy's tools improve deal execution without compromising client relationships?
What ongoing support does Foundy provide after implementation?
What industries and sectors does Foundy specialise in for business sales?
What is Foundy’s track record for selling businesses within a specific timeframe?
How long does it take to implement automation solutions?
What are the setup costs and ongoing fees?
How secure is my data with Foundy?
What is the “Growth Package,” and why is it valuable?
How does the Buyer Intent Signal Engine work?
How do I know if the "Deal Preparation & Execution" package is right for my firm?
What exactly does the custom AI Agent do for my business, and how is it trained?
What’s the difference between manual deal preparation and Foundy’s augmented approach?
How do Foundy's tools improve deal execution without compromising client relationships?
What ongoing support does Foundy provide after implementation?
What industries and sectors does Foundy specialise in for business sales?
What is Foundy’s track record for selling businesses within a specific timeframe?
How long does it take to implement automation solutions?
What are the setup costs and ongoing fees?
How secure is my data with Foundy?
What is the “Growth Package,” and why is it valuable?
How does the Buyer Intent Signal Engine work?
How do I know if the "Deal Preparation & Execution" package is right for my firm?
What exactly does the custom AI Agent do for my business, and how is it trained?
What’s the difference between manual deal preparation and Foundy’s augmented approach?
How do Foundy's tools improve deal execution without compromising client relationships?
What ongoing support does Foundy provide after implementation?
What industries and sectors does Foundy specialise in for business sales?
What is Foundy’s track record for selling businesses within a specific timeframe?
How long does it take to implement automation solutions?
What are the setup costs and ongoing fees?
How secure is my data with Foundy?
Book Your Discovery Call
Schedule a free consultation with an M&A expert to explore your goals, identify quick wins, and get a tailored proposal. Book now to receive a list of prospects and a valuation report
It's 100% free
Book Your Discovery Call
Schedule a free consultation with an M&A expert to explore your goals, identify quick wins, and get a tailored proposal. Book now to receive a list of prospects and a valuation report
It's 100% free
Book Your Discovery Call
Schedule a free consultation with an M&A expert to explore your goals, identify quick wins, and get a tailored proposal. Book now to receive a list of prospects and a valuation report
It's 100% free
Contact us
Contact our CEO and team via : [email protected]
Bloom Co-Working, 55 Nine Elms Lane
London, SW117SD
Foundy has a friendly team who are based in cities across the UK, USA, and Australia, including London, New York, Texas,
Washington D.C and Melbourne.
Business WhatsApp: +4420 7293 0327
Click here to speak to a Foundy expert via Whatsapp
Copyright © 2024 Foundy (registered as BTB Holdings Ltd. owns all of Foundy's assets, including the trademark)
Contact us
Contact our CEO and team via : [email protected]
Bloom Co-Working, 55 Nine Elms Lane
London, SW117SD
Foundy has a friendly team who are based in cities across the UK, USA, and Australia, including London, New York, Texas,
Washington D.C and Melbourne.
Business WhatsApp: +4420 7293 0327
Click here to speak to a Foundy expert via Whatsapp
Copyright © 2024 Foundy (registered as BTB Holdings Ltd. owns all of Foundy's assets, including the trademark)