Custom Deal Sourcing Platform Consolidates Five Data Tools Into One Interface for Investment Firm
5
Data sources unified in a single platform
100%
Repeatable search and qualification workflow
One-Click
Push to HubSpot CRM
Full
Search history preserved to avoid duplicate work
Thanks for turning around so quickly, it's impressive work.
Henry Lewis
Partner (Anesi)
Anesi is a UK-based investment firm focused on acquisitions in sectors including wealth management and financial advisory. Deal origination requires identifying target companies, gathering ownership and financial data, sourcing decision-maker contacts, and tracking recent activity — all before any outreach begins.
The team's sourcing process was spread across multiple disconnected platforms. Each new sector search required manual work in Inven for company lists, Pomanda for financials, LinkedIn and Kaspr for contacts, and Google for recent news. Results lived in separate tabs and spreadsheets. This created:
Repetitive manual work for every new search
Inconsistent data collection across team members
No central record of past searches
Time spent on data gathering instead of outreach
Risk of duplicate work or missed information
The firm needed a single interface that could run the full sourcing workflow and output qualified leads ready for CRM upload.
A custom web application was built to consolidate the entire sourcing and qualification workflow into one platform. The interface mirrors familiar tools while connecting directly to the firm's data subscriptions. The system connects Inven, Pomanda, Kaspr, Tavily, and HubSpot.
How it Works
- User enters search criteria — sector, headquarters, employee count, ownership type, revenue range
- Inven API generates a company list matching the filters
- Each company is enriched with Pomanda data: ownership, revenue projections, financial year end
- Key decision-makers are identified and contact details pulled from Kaspr
- Recent company activity is retrieved via intelligent web search
- Results display in a structured table with all data consolidated
- User reviews and selects companies to approve
- Approved leads push directly to HubSpot with proper field mapping
- All searches are saved with custom naming for future reference
Flexible Control
- Manual mode allows step-by-step review to control API credit usage
- Auto mode runs the full enrichment automatically
The custom platform enables Anesi to:
Run complete sector searches from a single interface
Eliminate manual copying between five separate tools
Maintain consistent data quality across all team members
Preserve full search history to avoid duplicate work
Push qualified leads to HubSpot in one click
Control costs with selective enrichment options
Time previously spent on data collection shifts to outreach and deal evaluation
With the core platform operational, Anesi plans to:
Roll out to additional team members after initial testing
Add ZoomInfo integration for expanded contact sourcing
Implement role-based access with individual search histories
Introduce AI summaries for company descriptions and activity
Iterate based on team feedback during live use
The platform gives Anesi a repeatable, scalable method for deal origination — built around their existing subscriptions and CRM structure.
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