From Thesis to Pipeline in 24 Hours

Ted is not a database you search. Ted is an agent that searches for you. Here is exactly what happens after you define your thesis.

01

Thesis Onboarding

Ted learns exactly what you are looking for.

  • You define your acquisition thesis: industry vertical, revenue range, EBITDA margins, geography, ownership type, deal size.
  • Ted ingests your criteria and builds a custom sourcing model calibrated to your specific investment thesis.
  • Exclusion criteria matter as much as inclusion criteria. Ted learns what to avoid so your pipeline stays clean.
  • Thesis refinement is ongoing. As you provide feedback on targets, Ted adjusts scoring weights automatically.
02

AI-Powered Sourcing

Ted scans the entire market, not just the usual databases.

  • Ted searches across public filings, business registrations, industry directories, news sources, job postings, and proprietary data sets.
  • Pattern recognition identifies companies showing acquisition readiness signals: owner age, leadership transitions, facility investments, competitive pressures.
  • Ted sources companies that have never been listed on a broker platform. True off-market, proprietary deal flow.
  • Thousands of companies are evaluated daily. Only the ones matching your thesis make it through.
03

Verification and Enrichment

Every target is verified before it reaches your pipeline.

  • Revenue ranges are cross-referenced against multiple indicators: employee count, facility size, web traffic, industry benchmarks.
  • Ownership structure is verified: founder-owned, family-owned, PE-backed, or partnership. You know who you are dealing with.
  • Key contacts are identified and validated: owners, operators, CFOs, and decision-makers with direct contact information.
  • Company profiles include business description, competitive positioning, growth trajectory, and estimated financials.
04

Scoring and Ranking

Not all targets are equal. Ted knows which ones matter most.

  • Every target receives a composite thesis-fit score based on your specific criteria weighting.
  • Acquisition readiness signals are scored separately: owner age, years in business, market timing, competitive dynamics.
  • Targets are ranked so your highest-probability opportunities surface first. No sifting through noise.
  • Scoring models improve continuously based on your feedback and engagement patterns.
05

Daily Qualified Pipeline

Fresh targets delivered on your schedule.

  • Qualified targets arrive in your inbox or pipeline dashboard daily or weekly depending on your plan.
  • Each delivery includes company profiles, scoring breakdowns, key contacts, and recommended outreach angles.
  • Pipeline dashboard (Hunter and Operator plans) lets you track, filter, and manage all targets in one place.
  • Historical pipeline data builds over time, giving you market intelligence beyond individual targets.
06

CIM-Style Profiles

Operator-tier clients receive institutional-quality target profiles.

  • Detailed company overviews with business model analysis, competitive landscape, and market positioning.
  • Estimated financial profiles including revenue trajectory, margin analysis, and valuation benchmarks.
  • Ownership and management team profiles with background, tenure, and contact information.
  • Industry context including market size, growth trends, recent M&A activity, and comparable transactions.

Ready to see Ted source for your thesis?

Schedule a call. We will walk through the process with your specific criteria.