Your M&A Sales and Marketing Command Center.
Deal sourcing, investor outreach, pipelines and follow-up in one system, built for how independent sponsors and PE firms actually work. Live in 14 days.
Built by a former founder who sold to a PE-backed platform and now buys companies himself.
Who it's for
Built for the people who actually close deals.
Solo Independent Sponsors
One place for every owner, broker, and investor conversation, so nothing lives in your head or your inbox.
Sponsors with BDR Teams
Shared pipelines, call and email sequences, and activity tracking, so you see what your team is actually doing.
PE Firms and Family Offices
Standardized deal flow across partners, forecasting you can trust, and one source of truth from first touch to LOI.
The Problem
Deals die in follow-up, not in diligence.
Most deal flow runs on memory, spreadsheets, and an inbox. Owner conversations get lost. Broker follow-up slips. Investor updates arrive late. You can't forecast what you can't see.
Conversations live in your inbox
Owner and broker conversations, investor follow-up, and next steps scattered across email, texts, and memory. Nothing in one place.
No visibility into your pipeline
You can't tell which deals are real, which are stalling, or what your team is actually doing. Deals go cold before you notice.
Follow-up is the first thing to slip
The deal you didn't follow up on this week is the one a competitor closes next month. Manual follow-up doesn't scale.
Every week without this is a deal slipping through the cracks.
How we work together
Start small. Scale across the portfolio.
Four ways to engage. Each one is the entry point to the next. Start with a five-day audit and build up to a managed operating layer that runs across every company you own.
Front Door Audit
$997
We try to buy from your company and show you every place revenue leaks. Delivered in 5 business days. 100% credited toward Revenue OS within 30 days. Fewer than 5 leaks found, full refund.
Pre-Close Revenue Audit
$2,500 per target
Buying a company? We audit the target's front door, follow-up, and attribution before you close. Know what you're buying and what it takes to fix.
HawkEye Revenue OS
90-day install. Starting at $15,000.
CRM, pipeline, attribution, LEXI AI, dashboards, and SOPs installed and live.
Managed Operating Layer
Starting at $3,500/month. 6-month minimum.
We stay on as your revenue ops team. Systems improve every month instead of decaying. Sponsor reporting delivered on schedule.
Roll-ups and holdcos: every new add-on deploys onto the same system for a flat per-company fee.
How we build
From day-one chaos to a scalable operating system.
We audit what you bought, design the system it needs, and install it without slowing down the business. First wins live in 14 days, core revenue infrastructure in 30, full implementation and optimization in 90.
Audit the current revenue stack, identify gaps, map systems, gather access, and define the implementation plan.
Deploy lead routing, pipeline structure, forms, missed-call follow-up, and initial reporting.
CRM, pipeline, communications, lead management, core automations, dashboards, and foundational AI operational.
Complete data migration, deeper integrations, attribution, AI agents, and additional business-unit functionality.
Refine workflows, improve reporting, document SOPs, train the team, and transition into ongoing managed support.
Audit the current revenue stack, identify gaps, map systems, gather access, and define the implementation plan.
Deploy lead routing, pipeline structure, forms, missed-call follow-up, and initial reporting.
CRM, pipeline, communications, lead management, core automations, dashboards, and foundational AI operational.
Complete data migration, deeper integrations, attribution, AI agents, and additional business-unit functionality.
Refine workflows, improve reporting, document SOPs, train the team, and transition into ongoing managed support.
LEXI AI
Meet LEXI. AI that does the work, not the demo.
LEXI is HawkEye's AI layer, installed inside your business with human oversight, your data, and your brand.
AI Receptionist
Answers every call 24/7, qualifies the lead, and books the job.
Conversational AI
Handles web chat, SMS, and social DMs in seconds, not hours.
AI Reporting & Insights
Ask your business a question in plain English and get the number.
AI Workflow Automation
Follow-ups, handoffs, and reminders that run themselves.
Plus AI invoicing, reviews, social, and websites when you need them.
Human oversight. Your data. Your brand.
Core services
Five disciplines. One operating system.
Every engagement is built to compound. Each discipline makes the next one more valuable.
CRM & Deal Pipelines
One system of record for every owner, broker, and investor conversation, from first touch to LOI.
Investor & Capital Tracking
Track every investor conversation, commitment, and update in one place, with reporting you can trust.
Email, SMS & Calling
Outreach and follow-up that runs from the same system, so nothing falls through the cracks.
Social Media & Automated Follow-Up
On-brand content scheduled and follow-up sequences that run themselves, so your team focuses on conversations.
Pipeline Forecasting, Reporting & LEXI AI
Forecasting you can trust, live reporting, and LEXI AI that handles intake, follow-up, and prep so you spend time on deals.
Paid ads, SEO, and growth campaigns available through vetted partners.
Your Team Is Already Mobile.
Your Deal Pipeline Should Be Too.
Less admin. Fewer disconnected tools. More conversations with business owners.
HawkEye brings your outreach, communications, follow-ups, and acquisition pipeline into one AI-enabled system that works wherever your team does.
Work From Anywhere
Access contacts, conversations, appointments, and deal opportunities directly from your phone. Keep your pipeline moving without being tied to a desk.
Capture Every Opportunity
Keep calls, messages, contact activity, and deal updates organized in one centralized system. Reduce the risk of valuable opportunities getting lost between tools.
Automate the Busywork
Automate follow-up sequences, reminders, lead routing, and repetitive administrative tasks so your team can spend more time building relationships and sourcing deals.
Built Around Your Workflow
HawkEye adapts to your team's existing business development process. We implement the infrastructure, workflows, and automations without forcing unnecessary changes to how your team operates.
HawkEye Revenue OS
Your core revenue infrastructure. Live in 30 days.
First wins in 14 days. Core revenue infrastructure live in 30. Full implementation and optimization across 90 days. We start deploying critical infrastructure on day one. You don't wait 90 days to see value.
Days 1–5
Diagnose & Architect
Audit the current revenue stack, identify gaps, map systems, gather access, and define the implementation plan.
Days 6–14
First Wins Live
Deploy immediate high-impact workflows. Lead routing, pipeline structure, forms, missed-call follow-up, and initial reporting.
Days 15–30
Core Revenue Infrastructure Live
CRM, pipeline, communications, lead management, core automations, dashboards, and foundational AI are operational.
Days 31–60
Integrate & Expand
Complete data migration, deeper integrations, attribution, AI agents, advanced workflows, and additional business-unit functionality.
Days 61–90
Optimize & Scale
Refine workflows, improve reporting, document SOPs, train the team, address edge cases, and transition into ongoing managed support.
What's included
- Revenue architecture and systems design
- CRM implementation and data migration
- Source attribution from first touch to paid invoice
- LEXI AI receptionist and conversational AI
- Automated follow-up and lead routing
- Sponsor-ready revenue dashboards
- Documented SOPs and team training
The alternative is hiring a RevOps lead, a CRM admin, and an agency. That's six figures a year and months to hire. HawkEye is live in 30 days.
The 30-day guarantee
If your core revenue infrastructure isn't live within 30 days of receiving full system access, we keep working at no additional cost until it is.
We take a limited number of new installs each quarter so every client gets senior attention. Check availability on a strategy call.
Build My Command CenterThe Front Door Audit
Can your customers actually do business with you?
We try to buy from you. Then we show you everywhere we got stuck.
Companies spend thousands, sometimes hundreds of thousands, on ads and AI while customers hit dead phone numbers, broken forms, and links that go nowhere. Every one of those is revenue walking out the door. Before you spend another dollar on growth, find out what's leaking.
What we test
- Calling your business, during and after hours
- Every form, button, link, and chat on your website
- Where your ads actually send people
- How fast and how well you follow up
- Confirmations, emails, and texts your system sends
- Whether you can track where your leads come from
What you get
- Personal video walkthrough of your customer experience, recorded by Ryan
- One-page Front Door Scorecard with every leak, ranked by revenue impact
- Exactly how to fix each one
- 30-minute debrief call with Ryan
- Delivered within 5 business days
$997Fully credited toward HawkEye Revenue OS if you move forward within 30 days.
If we don't find at least 5 revenue leaks, you get a full refund.
After You Close
Build the company after you buy the company.
Closing the deal is the starting line. HawkEye gives sponsors and operators the infrastructure to execute the value creation plan, not just write it.
For investors & sponsors
Independent sponsors, family offices, search funders, PE firms, and acquisitive entrepreneurs.
- Pre-Close Revenue Audit on every target before you sign
- Institutional-grade website and brand that earns trust with sellers, lenders, and capital partners
- Deal sourcing CRM and owner outreach systems for proprietary deal flow
- One playbook to deploy across every acquisition
For portfolio companies
The operating companies investors own and operate.
- Core revenue infrastructure live in 30 days
- CRM, attribution, and LEXI installed and live
- Reporting the operator runs on and the sponsor can see
Post-Close Install
Core revenue infrastructure live within 30 days.
Add-On Integration
Fold new acquisitions into one system.
Founder Transition
Capture revenue before it walks out the door.
Exit Readiness
Clean, source-attributed data for diligence.
Platforms · Roll-ups · HoldCos
One playbook. Every portfolio company.
Buy-and-build strategies break when every add-on runs its own tools. HawkEye standardizes the stack across the platform while each company keeps its own data, brand, and team.
HoldCo
Deploy in days, not months
Roll the full stack to each new acquisition in days, not months.
Roll-up reporting
The sponsor sees every company in one view, with consistent numbers.
Shared systems, separate identity
Shared SOPs and automations, separate data and branding per company.
Exit-ready data
Clean, source-attributed revenue data ready for diligence at exit.
Founder
Ryan Lamothe
Ryan has sat on both sides of the table. He built and sold a vertical marketing company to a PE-backed platform, and today he sources and structures lower middle market acquisitions as an independent sponsor.
A Marine Corps veteran, he builds the systems he would want in his own portfolio: simple, measurable, and built to survive the founder stepping back.
Every system HawkEye installs, Ryan runs in his own acquisition platform first.
What operators say about the work.
Real reviews from founders, operators, and organizations we've built systems for.
Questions
Straight answers
Most companies have a CRM. Few have one the team uses and the sponsor trusts. We fix the system, not just the software.
Stop running deal flow from memory and spreadsheets.
Tell us what you're sourcing or what you're buying. We'll show you where deals are slipping and what it takes to fix it.
Built for lower middle market investors, operators, and their portfolio companies.