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I built a lightweight CRM for M&A outreach — looking for feedback from searchers and advisors
Hi everyone, Over the last months, I’ve been working on DealConverter, a lightweight CRM built specifically for people doing M&A, acquisition search, and deal origination. The problem I kept seeing is simple: Most searchers, brokers, and small M&A advisors are managing outreach through a messy mix of spreadsheets, LinkedIn, email, notes, and follow-ups. That works at the beginning, but it quickly becomes painful when you need to track: Which owners you contacted Who replied Who showed interest Who received an NDA / teaser / CIM Which deals moved to evaluation Which follow-ups are due Why a deal died Which channel actually works Generic CRMs are often too bloated, too sales-oriented, or require too much setup. So I built DealConverter as a simpler CRM focused on the M&A workflow: Outreach → Interest → Access to Info → Evaluation → Offer → Due Diligence → Outcome The goal is not to replace enterprise tools. It is to give independent searchers, small advisory teams, and boutique M&A operators something practical, fast, and affordable to manage dealflow and owner outreach properly. I’m currently looking for feedback from people who are actively doing: Self-funded search ETA / acquisition entrepreneurship Broker outreach Off-market deal sourcing Small business M&A advisory I’d love to hear: What are you currently using to manage your outreach and pipeline? What is the biggest pain point in your current process? And would a lightweight CRM built specifically for M&A workflows be useful for you? Happy to share access with a few people and get honest feedback. Website: redacted Thanks! Julio Founder, DealConverter.ai
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