Data and CRM for UK searchers, in one
Skip the sourcing.
Talk to owners.
Define your investment mandate, and DealSmart brings you call-ready opportunities.
The data
- Owner
- 67, controls 75–100%
- Board
- Sole director since 2003
- Net assets
- £1.84m
- Revenue (est.)
- £2.1m–£3.4m
The CRM
- Qualified
- Contacted
- Responded
- Meeting
“Thank you for your letter. The timing is better than you might think. Could we speak next week?” Reply read and sorted: interested
Three problems, one solution
Three tools, replaced by one.
A data subscription, a CRM, and a spreadsheet to reconcile them. DealSmart is all three, in one.
The data subscription
Built for funded companies, not the owner-run businesses you want to buy.
The general-purpose CRM
Knows nothing about the companies in it. Ours starts from the record.
The spreadsheet
Where good targets get lost. No longer needed.
01 · The data
Every UK company, enriched with what you need to judge it.
Succession signals, financials and the board, for every UK company. Scored across the market, so you ask which, not whether.
Succession signals
Owner nearing retirement. Nobody behind them.
Financials
Years of accounts, line by line. Revenue as an honest range.
The board and the owners
Who runs it, who owns it, and for how long.
Transaction signals
Debt, new shares, board changes: what moves before a sale.
- Controller
- One individual, 75–100%As declared
- Board
- Sole director since 2003
- Director age
- 67From birth month and year
- Net assets
- £1.84m · FY2025
- Turnover
- Not reported
- Revenue
- £2.1m–£3.4m (est.)Estimated, and marked so
- Secured debt
- One charge outstanding, floating
- Shareholder list
- Unreadable
- Succession
- StrongPast sixty, no successor
Every value says where it came from
- ReportedAs the company states it.
- DerivedComputed by us, basis shown.
- Not reportedA fact about the business, not a gap.
- UnreadableCould not be read. It may exist.
Never a zero standing in for “not reported”.
Succession is a pattern, not a single fact.
An owner past sixty. A board unchanged for decades. Control in one pair of hands.
Succession signal: strong
- 1986Incorporated
- 2003Sole director from here, board unchanged since
- 2016One controller at 75–100%
- 2019The director passes sixty
- SinceNo other company started
02 · The CRM
And the CRM that works it, from first letter to a call.
Promote a company and it becomes a deal, record attached. Nothing exported, nothing pasted.
A pipeline, not a list
Qualified to Meeting, every move logged.
Letters written from the record
Sent under your name, once you approve.
Follow-up that stops on reply
Spaced like a person would. Stops when they write back.
Every reply read
Interested, not now, or no. Out-of-office never counts.
How a search runs
Two moments need you.
The rest is the platform’s work.
- 01MandateYou, once Define the search once. Sector, size, geography.
- 02Target universeDealSmart 6m+ companies, cut to yours. Ranked by your priorities.
- 03First letterYou approve Written from the record. Sent under your name, once you approve.
- 04Follow-upDealSmart Followed up like a person would. Stopped the moment they reply.
- 05Replies sortedDealSmart Every reply sorted. Out-of-office never counts.
- 06The callYou An owner wants to talk. The call is yours.
Call-ready
An opportunity is call-ready when an owner writes back, in their own words.
One definition of a reply, everywhere. Autoresponders and bounces never count.
- ReplyInterested: moves to Responded
- ReplyNot now: moves to Responded
- ReplyNo: moves to Responded
- AutoOut-of-office: stays Contacted, the wait extends
- AutoBounce: never counted as a reply
Not a booked call. You book that.
Not a lead score. A person chose to reply.
Not opens and clicks. Silence tells you nothing.
The handoff
- Their reply, in full.
- The company record, every value sourced.
- The thread so far.
- The pipeline row, already on your board.
Who it is for
Built for anyone acquiring a UK company.
Buyers
- Search funds, funded or self-funded
- Independent sponsors and first-time acquirers
- Holding companies and groups buying to build
- Anyone who wants the owner before the broker
Mandates
- Any sector, down to the micro-niche
- Any size, first deal to platform
- Anywhere in the UK
- Loose or precise
Questions
What searchers ask us first.
Is DealSmart a data product or a CRM?
Both, in one. The data finds the companies; the CRM works them.
What is in a company record?
Succession signals, financials, the board and the owners, each value sourced. How the data is built.
Do the emails come from you, or from me?
From you, on a domain warmed for your search. We are never in the thread.
Who decides what is sent?
You. Approve each letter, or approve a campaign and let it run.
Can another searcher see my targets?
No. Your universe, pipeline and mailbox are yours alone.
Do you have revenue figures?
Where it is not reported, an estimated range. Never a false decimal point.
Are you a broker? Do you take a fee on the deal?
No. We are paid for the platform, never for the deal.
Why only the UK?
It is where our data is deepest. Complete in one market beats thin in several.
What comes next
Once a conversation becomes a process, the numbers need the same discipline.
Financial due diligence, with the same rigour on every figure. Not built yet, and we say so.
Start here
Send us your mandate. Even a rough one.
Sector, size, geography. We reply with how many companies match, before you commit.
ishu@dealsmart.uk