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.