Stop losing deals before diligence starts.
We install the system that runs your deal sourcing, investor outreach, and follow-up, so no owner, broker, or investor goes cold. First wins in 14 days.
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.
Sell-Side Advisors and Bankers
Your CIMs call marketing "upside" and move on. Your website undersells the firm. We fix both, so your deals and your brand look as strong as they are.
The Problem
Your deal flow runs on memory and an inbox.
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.
One missed $2M EBITDA deal at 5x is $10M in enterprise value. The full install starts at $15,000.
What changes
What you get, not what we install.
Every conversation in one place
Every owner, broker, and investor touchpoint tracked from first touch to LOI.
Follow-up that runs without you
Sequences, reminders, and handoffs fire on schedule, even when you're in diligence.
A pipeline you can forecast
Know which deals are real, which are stalling, and what your team did this week.
Reporting your capital partners trust
Clean, consistent numbers investors and lenders can see.
How we work together
Start small. Scale across the portfolio.
Five 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 you and show you every place friction is costing you revenue. 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.
Sell-Side Digital Partner
$5,000Q4: Starting at $3,500
Selling a company? We build the CIM's digital section, prove where revenue comes from, and fix what buyers would flag.
Roll-ups and holdcos: every new add-on deploys onto the same system for a flat per-company fee.
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 meeting.
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.
AI Reputation Management
Requests, monitors, and responds to reviews so your firm and portfolio companies look as strong as they are.
AI Content Creation
On-brand posts, emails, and updates drafted in your voice, ready for your approval.
AI Prospecting
Finds owners who fit your thesis, enriches contact info, and starts the outreach.
AI Deal Prep
Briefs you before every owner call: the company, the history, the last conversation, and the next step.
Plus websites, funnels, scheduling, e-signatures, invoicing, payments, and call tracking. One platform replacing the dozen tools you're already paying for (or should be).
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.
HawkEye runs on your phone, so your pipeline moves when you do.
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 Live Guarantee
If your core revenue infrastructure isn't live within 30 days of full system access, we keep working at no cost until it is, and your first month of Managed Operating Layer is on us.
We take a limited number of new installs each quarter so every client gets senior attention. Check availability on a strategy call.
Book a Recon CallRemove the friction first
Can your customers actually do business with you?
We try to buy from you. Then we show you everywhere we got stuck.
We've reviewed the books of $5M companies spending hundreds of thousands a year on marketing. Their Google Ads sent people to broken links. Their buttons still said 'insert phone number here.' Their homepage title in Google said 'Home.' Their contact forms didn't send.
None of that is a marketing problem. It's friction. And every bit of it is revenue walking out the door.
Before you spend another dollar on ads, AI or growth, remove the friction first.
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.
Before You Sell
Sell-Side Digital Partner
Most CIMs list marketing as "potential upside" and leave it there. Buyers discount what they can't measure. We document where revenue actually comes from today and quantify the upside, so the digital story holds up in diligence.
For sellers & sell-side advisors
Investment bankers, M&A advisors, brokers, and owners preparing for a sale.
- Digital and marketing section of the CIM, built properly
- Source attribution: where leads and revenue actually come from
- Marketing audit: state of the union, what works, what's broken
- Quantified growth potential buyers can underwrite, not vague upside
What buyers see
The story that holds up when diligence starts.
- Clean, source-attributed lead and revenue data
- A digital footprint that survives buyer diligence
- Friction fixed before buyers find it
- A credible, documented growth plan
Starting at $3,500
Q4 pricing through December 31, 2026.
If a buyer or banker flags our CIM digital section in diligence, we revise it free.
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.
Next steps
How to work with us. Three steps.
Book a Recon Call
20 minutes. We look at how you source, follow up, and report today, and where deals are slipping.
Get your Revenue Map
Within 48 hours, a written plan: what to fix first, what it costs, and how long it takes. Yours to keep, whether you hire us or not.
We install. You close.
First wins in 14 days. Core infrastructure in 30. Fully installed in 90.
This is for you if
- You source deals, raise capital, or own a portfolio company
- Follow-up and pipeline live in your head or a spreadsheet
- You want it installed, not explained
This isn't for you if
- You want a course or templates to do it yourself
- You're not willing to give us system access
- You're shopping for the cheapest CRM setup
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.