See every revenue dollar in your portfolio company. Live in 30 days.
HawkEye installs the CRM, attribution, AI, and reporting your value creation plan depends on. First wins in 14 days. Core infrastructure in 30. Fully installed in 90.
Built by a former founder who sold to a PE-backed platform and now buys companies himself.
The Problem
You didn't buy a business to run it on sticky notes.
Most lower middle market companies run on the founder's memory, a whiteboard, and a website from 2014. Then the founder steps back, and the revenue engine goes with him. You can't scale what you can't see.
Revenue lives in one person's head
Customer history, pricing, and relationships walk out the door at transition.
No source attribution
You're spending on marketing and can't tell which dollar produced which job.
Reporting is a monthly fire drill
Numbers arrive late, in spreadsheets, and nobody trusts them.
Every month without this is revenue you can't prove at exit.
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.
Revenue Architecture & Systems Design
We design how leads, sales, delivery, and billing flow through the business.
CRM, Data & Source Attribution
One system of record. Every lead tracked from first touch to paid invoice, so you know exactly what produces revenue.
LEXI AI & Automation
AI receptionist, conversational AI, invoicing, and workflows deployed inside your operations.
Operations, SOPs & Enablement
Documented processes and trained teams so the business runs without the founder in every decision.
Deal Sourcing & Owner Outreach
A proprietary origination system built on the same CRM. For sponsors who want off-market deal flow.
Paid ads, SEO, and growth campaigns available through vetted partners.
Investors & portfolio companies
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.
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.
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.
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.
Book a Strategy CallThe 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.
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.
Find the leaks before you spend another dollar on growth.
Tell us what you own or what you're buying. We'll show you where the revenue is leaking and what it takes to fix it.
Built for lower middle market investors, operators, and their portfolio companies.