DealFlowAgent (formerly Foundy)

DealFlowAgent (formerly Foundy)

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.

Top Features:
  1. Sterling learns your acquisition criteria through voice and email, then surfaces ranked off-market matches from 12,900+ registered acquirers

  2. Sage provides 24/7 exit planning and deal monitoring for owners preparing to sell in one to three years

  3. Free confidential valuation tool with sector multiples and a five-year trajectory estimate

  4. Conversational AI matchmaker on the marketplace connects sellers with strategic and financial buyers through double opt-in introductions

  5. Full-service advisory covers marketing, data rooms, buyer outreach, and negotiation for building services and healthcare businesses

Pros:
  1. Human M&A advisors paired with Sage and Sterling AI agents for both sell-side and buy-side workflows

  2. Free valuation and buyer-match tools let owners explore options before committing to a full advisory engagement

  3. Deep sector coverage across 30+ building services and healthcare niches in the UK and US

Cons:
  1. Full-service seller fees include a ??6,000 upfront retainer plus a 3.5% success fee, which may not suit smaller exits

  2. Primary focus is UK and US essential-service businesses; other markets are handled case by case

  3. Most seller engagements require advisory team review rather than fully self-serve checkout

FAQs:

How much does DealFlowAgent charge business owners to sell?

Full-service seller engagements use a ??6,000 upfront retainer plus a 3.5% success fee on enterprise value, payable only when the deal closes. The retainer covers initial deal preparation, marketing materials, and data room setup.

Is Sterling free for business buyers?

Yes. Sterling is completely free for acquirers. DealFlowAgent is paid by sellers or their advisors when a transaction completes, so buyer and seller incentives stay aligned.

What size businesses does DealFlowAgent work with?

DealFlowAgent focuses on essential-service businesses in the UK and US, typically with ??500K to ??50M in enterprise value. Core sectors include HVAC, fire safety, security, dental practices, care homes, and other trade services.

What is the difference between Sage and Sterling?

Sage is the seller-side AI deal concierge that supports exit planning, monitors deal signals, and works alongside human advisors. Sterling is the buy-side agent that captures acquirer criteria and introduces qualified acquisition opportunities.

How does DealFlowAgent protect seller confidentiality?

DealFlowAgent uses double opt-in introductions, meaning both buyer and seller must agree before any identifiable information is shared. Seller profiles are reviewed by the advisory team before matching begins.

Category:

Pricing:

Paid

Tags:

M&A Advisory
Business Brokerage
Exit Planning
Deal Sourcing
Business Valuation
AI Agents

Tech used:

Amazon CloudFront
Google Cloud
Supabase
Google Analytics
Google Tag Manager
Facebook Pixel
Hotjar
Google Fonts
Ruby
Tailwind CSS

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