SageFusion vs DealFlowAgent (formerly Foundy)

SageFusion offers a unique asset management platform powered by artificial intelligence, tailored for Accredited Investors seeking a second opinion on their investment strategies. It provides intelligent investing solutions by utilizing trend forecasting, enabling accurate identification of investment opportunities for capital preservation. Operating with a commitment to transparency, liquidity, and anonymity, SageFusion offers features such as real-time audits, no lock-up periods for assets, and the ability to trade anonymously. Additionally, the platform is integrated with Interactive Brokers, ensuring that customers' funds are held securely and are SIPC-insured. SageFusion simplifies investment processes, allowing for quick account setup and earnings, while also employing unique risk management strategies to hedge portfolios effectively.

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.