SourceVault is an AI-powered deal sourcing engine built for lower middle market private equity. We surface proprietary opportunities in the $10M-$250M range before they hit the market.
Search Companies NowPitchBook and Capital IQ were built for large cap. In the LMM, company data is fragmented across state filings, local directories, and conference lists no one aggregates.
Existing tools make you search. SourceVault pushes deals to you, scoring targets on readiness signals like owner age, advisor engagement, and industry fragmentation.
Grata, SourceScrub, and Cyndx charge enterprise prices for data that's often inaccurate at the lower end. Independent sponsors and search funds are priced out entirely.
Datasite acquired both Grata and SourceScrub. Users report uncertainty about product direction, rising prices, and declining support. The window is open.
Set your investment criteria: sector, revenue range, geography, ownership type, deal size. SourceVault learns your preferences over time.
Our engine scans public filings, business registrations, conference data, advisor networks, and web signals to identify companies that match your criteria and show deal readiness.
Every target gets a deal readiness score based on proprietary signals. Export directly to your CRM or deal management platform. No more spreadsheet chaos.
The lower middle market is structurally inefficient. That's the opportunity for PE firms. But it's also why existing tools fail here, they were designed for a different scale.
SourceVault is LMM-native. Every data source, scoring model, and workflow is optimized for the $10M-$250M range where proprietary sourcing is the only edge that matters.
| Capability | Legacy Tools | SourceVault |
|---|---|---|
| LMM company depth | Sparse | Deep |
| Deal readiness scoring | No | Yes |
| Proactive surfacing | Search only | Push alerts |
| Owner transition signals | No | Yes |
| Accessible pricing | $20K+/yr | From $500/mo |
| CRM integration | Limited | Native |
The lower middle market is a $2-4 trillion opportunity hiding in plain sight. SourceVault exists to make the invisible visible, giving PE firms, family offices, and independent sponsors the sourcing edge that defines fund performance.
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