Data-driven solutions for your investment operations.

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Source

Stop contacting the same companies as everyone else in your market.

Verus Echo's custom sourcing solutions are built from the ground up to serve your specific investment mandates with limitless granularity and coverage potential regardless of industry or geography.

Powered by a proprietary search algorithm and Generative AI.

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Operate

Your CRM is your front-line single source of truth that provides operational intelligence from first conversation to close.

A bespoke implementation can help you reduce costs, streamline your processes, and unlock full insight into every step of your investment operations.

Leverage our enrichment service to realign your data with your strategy.

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Grow

Investors firms have access to massive amounts of data through both portfolio companies and their M&A operations. Where some tend to struggle is deriving actionable insights from this data.

Our comprehensive and consultative approach to data strategy enables you to leverage data to drive innovation, performance, and strategic decision-making across your entire operations.

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For software investors

While we can accommodate any investor in any industry, Echo is uniquely positioned to support software investors.

We've leveraged our own sourcing solutions to build a curated database of over 200K software companies with 83 industries, 350 software functionalities, and dozens of proprietary datapoints unique to the nuances of software companies.

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200K

Software Companies

150

Countries

83

Industries

350

Software Functionalities

Meet your Generative AI team

Echo's Generative AI functionality enhances and refines your custom sourcing solution in alignment with your specific mandate.

Read our case study to learn more about how Echo's custom sourcing solutions can unlock proprietary deal flow for your firm.

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Our Process

A simple process with the flexibility you want to get the results that you need.

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Introduction

We hold a 30-minute introductory call to learn more about your firm and where you could benefit from our services.

Arrangement

You decide whether to receive marketed, premium, or proprietary deals based on your commitment and commission preferences.

Calibration

We add your specific investment mandate to our sourcing engine to begin searching for relevant deals.

Dealflow

We notify you of potential deals by email and store all relevant information in your investor portal. You work the deal.

Market Research (optional)

We assist you with market research and competitive intelligence during any stage of the deal.

Success

You close the deal.