Basis Theory vs DealFlowAgent (formerly Foundy)

Basis Theory offers a robust payments stack that allows businesses to tokenize and securely store sensitive data such as bank accounts, credit cards, and personally identifiable information (PII) with ease. Their platform provides a fully programmable vault that lets companies create engaging commerce flows, effortlessly manage compliance, and retain complete control over their payments data.

With Basis Theory, you can streamline your application and workflow development, ensuring that your payment system is not only secure but also optimally tailored to your business's unique needs. They provide solutions that cater to high-risk merchants, subscription platforms, marketplaces, fintechs, and more, making sensitive data valuable and manageable without compromising security.

DealFlowAgent is an AI-native M&A advisory firm that helps business owners in the UK and US sell essential-service companies and connects acquirers with off-market deal flow. It pairs senior human M&A advisors with proprietary AI agents so sellers get institutional-grade support without the traditional advisory bottleneck.

For owners, the platform covers the full exit path: confidential valuations, buyer matching, marketing materials, data room setup, and negotiation. Sage acts as a 24/7 deal concierge that tracks deal signals and supports exit planning one to three years before a sale. Sterling handles buy-side sourcing by learning each acquirer's criteria through structured conversations and surfacing ranked matches from a network of 12,900+ registered buyers.

The firm focuses on trade services and healthcare businesses, typically in the ??500K to ??50M enterprise value range. Sector specialists cover building services (HVAC, fire safety, security), healthcare (dental, care homes, veterinary), and professional services. Buyers can use Sterling and the buyer-match tools at no cost; sellers work on success-based advisory fees.