Find and contact
financial buyers 10x faster

Build targeted buyers lists, access verified emails, and send materials with secure links — no spreadsheets required.

Why choose Momentum

Maximise time spent on buyers who matter

Create targeted buyers lists up to 10x faster, access investor emails instantly and send materials fast with 1 link for all investors.

Get visibility into investor
interest

Send deal materials through analytics-enabled links. Easier to send, permission controlled, and trackable.

Manage pipelines without the spreadsheet sprawl

Keep investor lists up-to-date. Never lose track of who’s where or what’s next.

What you can do with Momentum

Find and connect with buyers and investors focused on your niche

Describe your deal and get a ranked shortlist of PE/VC buyers with verified contacts in seconds, taking you from research to outreach in a single step.

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Share deal files and know who engages

Access contact emails to investors and convert your teaser or deck into a secure, permission-controlled link. No bulky attachments, no guessing who opened—just clean send-outs with real-time engagement tracking.

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Track every investor, stage by stage

Move buyers through process stages, add notes and reminders, and export the whole view to Excel in one click.

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How it works

Set your deal criteria

Enter a short deal description of your deal. Momentum searches its proprietary database to identify the most relevant PE/VC buyers for your mandate.

Create your shortlist

Add investors to your pipeline in seconds, complete with verified emails and LinkedIn profiles—ready to review, share, or move straight into outreach.

Send and track materials

Upload your teaser into a secure, permission-controlled link. Share it with one click and track every open and download

Manage your pipeline

Track every investor’s stage, log notes and next steps, and keep your process moving—all in a single view you can share or export without touching Excel.

Use cases

Investment banking & consulting

Cut days off each mandate with high-fit PE/VC buyers surfaced instantly and progress managed in customisable pipelines.

Business owners and managers

Find the right private equity buyers for a full or partial sale, or to raise growth capital for your business.

Startups

Build a focused VC list fast, send a trackable deck link, and see who engages.

Private Equity Firms

Create a ranked list of secondary buyers for portfolio exits and monitor interest from the first click onward.

Frequently asked questions

What is Momentum?

Momentum is a sell-side workflow platform that lets you build a qualified PE/VC investor list in minutes, share deal files through secure, trackable links, and manage every stage of investor outreach in a single view—no spreadsheets required.

Where does your investor data come from and how often is it updated?

All investor profiles are drawn from Momentum’s proprietary database, built and maintained in-house for quality and reliability. The entire dataset is refreshed weekly, so every search taps the most current information available.

Do investors see my deal inside Momentum?

No. Momentum is for your internal use—investors never log in or browse deals on the platform. You choose which materials to share and send them from your own email, so only selected recipients see what you decide to disclose.

How do I control access to my documents?

Momentum turns each file into a unique link you can password-protect, set to expire, or revoke at any moment—so you decide exactly who sees what and when.

Can I export my investor list and pipeline?

Yes. One click downloads your shortlist or full pipeline to Excel with stages, notes, and engagement metrics intact—ideal for client updates and internal reporting.