SORSR is an AI-powered deal sourcing platform that automates targeted outreach for investment professionals. The platform enables users to identify and engage potential acquisition targets through intelligent search criteria and automated outreach emails, streamlining the entire early-stage deal sourcing process from prospect identification to initial contact.

Simple 4-step process:

Define your search: Input a detailed sourcing prompt (e.g., “HVAC companies in the Midwest with fewer than 20 employees”)

AI refinement: SORSR generates a search plan for you to further optimize your search parameters until you are comfortable

Curated results: The platform intelligently builds a targeted list of companies and their up-to-date detailed data matching your criteria, complete with verified decision-maker contact information

Automated outreach: Launch personalized email outreach to your desired contacts with one click, where our custom AI creates tailored emails for every contact with your writing style and template. All emails are sent directly from your existing Microsoft Outlook or Google email account

SORSR provides comprehensive filtering capabilities:

SORSR leverages a comprehensive data ecosystem combining multiple proprietary and public databases, advanced web scraping technologies, and verified third-party data providers. This multi-source approach ensures accurate company profiles and up-to-date contact information for key decision-makers, giving you confidence in data quality and compliance.

You have complete customization control:

Upload custom templates: Use your own proven outreach templates and messaging style

Pre-built template library (coming soon): Access SORSR’s collection of high-performing templates tailored to various sourcing strategies

Outreach-specific customization: Personalize subject lines, introductory copy, and calls-to-action for each outreach

Dynamic personalization: Templates automatically populate with company-specific details for authentic, relevant messaging by our proven AI capability

PDF Attachments: Upload and attach PDF files to be sent with your outreach emails

Yes, we provide a seamless workflow integration:

Email platforms: Native integration with Microsoft Outlook and Gmail for authentic message delivery just like you have sent from your own inbox

Data export: Excel and CSV company data export capabilities for offline analysis, reporting, and your own custom workflows

CRM systems (coming soon): Direct synchronization with major platforms (e.g. Salesforce, HubSpot, etc.)

SORSR sends all outreach emails on your behalf using your name and email address through your integrated email system. Recipients see messages as coming directly from you and/or your firm, maintaining the personal touch and authenticity critical for successful deal sourcing relationships.

We have a flexible tiered subscription model:

Usage-based pricing: Each 3 tiers include a specific monthly allocation of the maximum number of companies that could be sourced

Feature scaling: Higher tiers unlock enhanced CRM integrations (coming soon), and expanded template libraries (also coming soon)

Overage service: Additional sourcing capacity available when you exceed monthly quotas within an extra charge depending on your tier

Designed for investment professionals:

Private equity firms: Sourcing add-on acquisitions and new platform investments

Venture capital funds: Identifying emerging companies and growth opportunities

Investment banks and M&A advisors: Building target lists for client mandates

Corporate development teams: Finding strategic acquisition candidates

Independent sponsors and search funds: Sourcing proprietary deal flow

Buy-side analysts and consultants: Supporting transaction origination efforts

Yes, SORSR is designed to eliminate the hassle of manual sourcing by automating the three most time-intensive aspects of deal sourcing: prospect identification, data enrichment, and initial outreach execution. This automation dramatically reduces both the time investment and cost associated with early-stage deal sourcing, allowing investment professionals to focus on higher-value relationship building and deal evaluation activities.

We provide enterprise-grade security standards:

End-to-end encryption: All data transmission and storage protected with industry-leading encryption protocols

Data compliance: Full adherence to international and U.S. data privacy regulations

Secure infrastructure: Advanced data storage protocols with redundant backup systems, powered by the additional security of Google Cloud infrastructure

Confidentiality guarantee: Your proprietary outreach strategies, contact lists, and sourcing targets remain completely confidential and are never shared or accessible to other users