Prepared exclusively for Reese Mullins · Madison Lane Capital

Deal Flow At Scale. Fully Owned By You.

A tailored strategy to solve your most critical challenges and unlock growth.

📅 June 2, 2026 👤 Prepared by Jason 🔒 Confidential
The Challenge

Where You Are Today

We've taken the time to deeply understand your current situation. Here's what we identified.

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Deal flow drowns in your inbox

Brokers spray decks at every sponsor on their list. Most never get triaged. The good ones slip past the bad ones because there's no system between your inbox and your acquisition criteria — and the cost of a missed deal is not a small one.

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Tool stack with no spine

Apify here, HubSpot there, manual pulls in between. Each tool works in isolation, nothing flows end-to-end, and reporting is monthly best-effort instead of daily truth. The stack you described in your post is the right one — but the orchestration is what makes it a system.

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Built systems you don't own

Most sourcing builds end with the consultant holding the API keys and the operator dependent on the consultant to add a new broker. That's not infrastructure — that's a leash. Every workflow, key, and account in this build is yours from day one.

The Solution

An MVP deal engine that runs without you. Owned entirely by you.

Scrapers monitor broker sites and marketplaces. An inbox listener catches broker emails. AI parses every opportunity into structured fields, scores fit against your acquisition criteria, flags red flags, and lands it in HubSpot ready for review. Daily digest at 8am Eastern, weekly pipeline report, follow-up tasks auto-created. New broker sites added by you in under five minutes — no developer involvement. Lightweight, practical, and improvable over time, exactly as you described.

What's Included

Services & Deliverables

Everything you need — built, delivered, and ready to run.

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Phase 1 — HubSpot Foundation

  • Pipeline, deal stages, custom fields aligned to your acquisition criteria
  • Broker contact properties, source attribution, status tracking baked in
  • Follow-up task templates, alert thresholds, and pipeline velocity reporting
  • Custom dashboards — live pipeline view and broker performance ranking
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Phase 2 — Multi-Source Deal Intake

  • Browse AI for broker sites + marketplaces — point-and-click, no code, fully self-service for adding new sources
  • Email parser for broker emails via dedicated forwarding address + Make.com routing
  • Manual submission form — paste a URL or text, system handles the rest
  • Idempotent intake — duplicates detected and merged automatically across all sources
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Phase 3 — AI Parsing, Scoring, Red Flags

  • Claude or OpenAI extracts: company, broker, source, industry, geography, revenue, EBITDA, description, link
  • Fit score (1–10) against your acquisition criteria with reasoning attached
  • Red-flag detection — customer concentration, ABL-only collateral, litigation history, owner-dependence
  • Summary in your voice and format — paste-ready into IC memos and prelim screens
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Phase 4 — Enrichment + Outreach

  • Clay enrichment for firmographics, headcount, growth signals, decision-makers
  • Apollo (recommended) for contact verification — best ROI for owner / CEO / broker outreach
  • Instantly.io campaigns for proprietary sourcing — sequencing, deliverability, reply tracking
  • Reply tracking flows back into HubSpot timeline — no broken handoffs
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Phase 5 — Reporting + Self-Service Ownership

  • Daily new-deal digest at 8am Eastern with the day's top fits, ranked
  • Weekly pipeline report — movement, stalls, IC-ready candidates
  • Self-service guide and Loom walkthroughs for adding new broker sites in Browse AI
  • All accounts, API keys, and workflows transferred to Madison Lane on day one
Project Timeline

How We Get There

A clear, phased approach so you always know what's next.

1
Week 1 — Foundation Week 1

HubSpot setup, intake architecture spec, AI prompt library scaffolded against your acquisition criteria.

2
Week 2 — Intake Live Week 2

Browse AI scrapers active on first 5 broker sites, email parser routing, manual submission form deployed.

3
Week 3 — AI + Enrichment Week 3

AI parsing, scoring, red-flag detection running. Clay + Apollo enrichment wired. Instantly campaign template live.

4
Week 4 — Reporting + Handoff Week 4

Daily digest, weekly report, self-service docs delivered. Account/key/workflow handoff completed.

System Architecture

How Your System Works

A visual breakdown of your build — from first touch to close.

Yes No Broker Email or Site AI Parses Deal Score + Red Flags Auto-Reject? Archive + Log Enrich + Verify Lands In HubSpot Daily Digest + Tasks
Ready to move forward

Reese — let's get on a call this week.

Fixed-fee MVP: $9,500 — 4 weeks end-to-end, everything you own. Send me a few times you're free and I'll come ready to walk the architecture, show Browse AI in action against a real broker site, and confirm scope against your top three sourcing priorities. Happy to share past sourcing and CRM builds on the call.

📧 jason@axislabsai.com