With workflows to target financial buyers, access contacts, share files and manage buyers lists, you will save 10-30 hours and set momentum for every deal.
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Proprietary database updated weekly
Describe and customise your deal, find high-fit investors instantly from a proprietary database and add them to your investor pipeline in one workflow.
Save up to 20 hours on manual research
Customise searches, keep search history and add investors to list in one workflow
Access to verified contact information and Linkedins
Get started
Share deal files instantly with one secure link—set access controls, track engagement in real time, and never lose sight of which files each investor received.
Control who can access your files
Get visibility into investor interest through analytics
Revoke access instantly with one click—expire links whenever you need
Get started
Organise investors through stages, create custom stage labels, add comments and share the list - always on top of your process.
Pre-defined and custom stages
Add custom or database-included investors
Share a single link to the list with your team or client to review, approve, or reject investors in one place
Get started
Describe and customise your deal, find high-fit investors instantly from a proprietary database and add them to your investor pipeline in one workflow.
Save up to 20 hours on manual research
Customise searches, keep search history and add investors to list in one workflow
Access to verified contact information and Linkedins
Get started
Share deal files instantly with one secure link—set access controls, track engagement in real time, and never lose sight of which files each investor received.
Control who can access your files
Get visibility into investor interest through analytics
Revoke access instantly with one click—expire links whenever you need
Get started
Organise investors through stages, create custom stage labels, add comments and share the list - always on top of your process.
Pre-defined and custom stages
Add custom or database-included investors
Share a single link to the list with your team or client to review, approve, or reject investors in one place
Get started
Momentum isn’t another bloated database — it’s a focused engine for getting deals moving. Get a ranked list of the right investors for your deal, wired directly into your sell-side workflow. No noise, no spreadsheets — just faster paths from mandate to outreach.
Tell Momentum about your deal
Specify the market, geography, stake for sale, and any other details you want considered in the investor search.
Momentum quickly surfaces investors active in your niche
See a curated list of investors with relevant investment criteria, recent activity, and a strong fit for your deal.
Adjust search with filters
Filter for company industry, stage and geography, deal size and stake, investor type and strategy, and other factors to target investors that best match your needs.
Review investor profiles, build pipeline and start outreach
Save best-fit investors to your list, access contacts and LinkedIns and kick off your deal effortlessly!
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.
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.
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.
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.
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.
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