See what we've been building.

Product highlights and capabilities — built for serious SMB buyers.

Sourcing

Find, score, and manage acquisition opportunities matched to your thesis.

Custom Match Criteria

Choose which dimensions matter most — location, revenue, industry, growth — and every deal gets scored your way.

Match Scoring Criteria

Location Fit

Geographic alignment with your target area

High

Revenue Fit

Financial performance and revenue alignment

High

Industry Fit

Industry and business type alignment

Med

Growth Potential

Expansion and scaling capacity

Low

Financing Fit

Deal financing feasibility

Med
5 of 9 dimensions shown+ Add Custom Criterion
New custom criterion

Criterion Name

AI Resilience

Description

Services that are unlikely to be disrupted by AI soon.

What “good” looks like

Need to be delivered physically or using equipment. E.g. mold remediation, foundation repair.

What “bad” looks like

Purely information workflows, like bookkeeping, website agencies.
Importance:
High

Thesis-Driven Pipeline

Define your investment thesis — target industries, geography, deal size — and your pipeline follows.

Investment Thesis

Target Industries

HVAC & MechanicalPlumbingFire Safety & RestorationStorage FacilitiesElectrical Services

Location

CT, NY, MA, NJ
Regional flexibility

Industry Mix

Custom
Weighted allocation

Cashflow Range

$400K – $3M

Price Range

$800K – $10M
Timeline: 0-3 months47 active matches

Pipeline Mix

Control how deals are distributed across your target industries — balanced, focused, or custom.

Pipeline Mix

Controls how your unlock batches are weighted across industries. This does not affect individual deal scoring.

Balanced

We diversify your pipeline across all your selected industries, cap any single industry at ~30%, and reserve slots for new industries you haven't seen. Best for broad exploration.

Focused

Prioritize 1-3 industries. They'll get the majority of your pipeline slots. Other industries still appear but take a back seat.

Custom

Tell us exactly how you'd like your pipeline weighted. We'll adjust your next unlock batches accordingly.

50% short term rental property management, 50% niche b2b software or it service providers.
90/1000

Personalization

Your pipeline learns what you want — calibrate scoring, manage deals, and research with AI.

Calibration Workflow

Thumbs up or thumbs down on each deal — Evermark learns your preferences and sharpens future matches.

Calibrate Your Pipeline3 of 10

Mike's HVAC Services

HVAC · Residential

Austin, TX
Highest Fit92

Location

9/10

Revenue

8/10

Industry

7/10

Growth

8/10

Standout

EBITDA margins 22%, above 18% median. Licensed in TX & OK.

Does this match your thesis?

Deal Dashboard

Your command center — track matches, favorites, contacted sellers, and archived deals in one place.

Mike's HVAC Services

HVAC · Residential

Austin, TX
Highest Fit92
ContactedEBITDA margins 22%, above 18% median

Carolina Fire Inspection

Fire Safety

Charlotte, NC
High Fit87
Licensed in 3 states, BBB A+
3 unlocks this weekView all matches →

Bolton, Your AI Research Analyst

Ask questions, analyze opportunities, take actions, and get instant answers — all in a conversation.

Bolton Beta
Can you compare Lincoln IT vs Mobiliti Networks?
MetricMobiliti NetworksLincoln IT
Fit Score50/10060/100
CategoryMediumMedium
Location Fit6585
Experience3550
Strategic Fit4525
AI Resilience8590

Here's a side-by-side comparison:

  • Lincoln IT: Fit Score 60 (medium), strong location fit (NY), high AI resilience, but low strategic fit.
  • Mobiliti Networks: Fit Score 50 (medium), medium location fit, high AI resilience. More technical risk.

Both are outside your core industry focus. Lincoln IT has a slightly better fit and location. Let me know if you want to mark either as not a fit or see a detailed scorecard.

Ask Bolton... @ to mention a deal
Bolton Skills
Search & Analysis
  • Search and filter deals by industry, location, favorites
  • Compare deals side-by-side
  • Benchmark against industry peers
  • Web research on industries and markets
Take Action
  • Create, edit, or delete scoring criteria
  • Change criterion importance
  • Add or remove industries
  • Switch pipeline mix mode
  • Bulk calibrate deals (fit / no-fit)
Navigation
  • Open any page in the app
  • Jump to a specific deal
Advisory
  • Suggest next steps
  • Review criteria alignment
  • Analyze pipeline mix
  • Identify profile gaps
Support
  • Bug reports with screenshots
  • Feature requests and feedback

Outreach

Engage sellers across every channel with personalized, automated sequences.

Multi-Channel Touchpoints

Email, LinkedIn, voicemail, and handwritten letters — each message tailored per contact.

Email

Personalized cold email via connected Gmail

42% open rate
LinkedIn

Connection request with personalized note

31% accept rate
Voicemail

Ringless voicemail drop using your cloned voice

No-ring delivery
Handwritten

Physical letter mailed to the business

90%+ read rate

Sequence Builder

Build multi-step sequences across channels — the system handles timing and execution.

Sequence: Mike's HVACActive
EmailDay 1
Opened
LinkedInDay 3
Connected
Handwritten letterDay 7
Sent
Ringless voicemailDay 10
Delivered
Follow-up emailDay 14
Meeting Booked!

Personalized Copy Styles

AI drafts every message per contact and opportunity — choose your tone, refine, and send.

Outreach to Mike Thompson
AI Generated

Subject

Quick question about your HVAC business

Body

Hi Mike, I came across your HVAC business and was genuinely impressed by your reputation in the Austin market. I'm actively looking to acquire a service business like yours and would love to have a brief conversation about your plans...
Personalized per contact