Hawkeye Digital
Revenue Infrastructure for the Lower Middle Market

THE OPERATING SYSTEM
BEHIND EVERY ACQUISITION.

HawkEye installs the CRM, data, AI, and automation investors and portfolio companies need to grow revenue, see the numbers, and build enterprise value from day one — with first wins live in 14 days and core revenue infrastructure operational within 30.

14 days · first wins30 days · core infrastructure live90 days · fully installed
CRM & PIPELINESOURCE ATTRIBUTIONLEXI AIAUTOMATIONSOPsINVESTOR REPORTING

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.

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.

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 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 operational.

Days 31–60
Integrate & Expand

Complete data migration, deeper integrations, attribution, AI agents, and additional business-unit functionality.

Days 61–90
Optimize & Scale

Refine workflows, improve reporting, document SOPs, train the team, and transition into ongoing managed support.

Revenue leak auditCRM architectureData migrationSource attributionLEXI deploymentSOP handoff

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 Websites & Funnels

High-converting sites and landing pages built and optimized with AI.

AI Social Media

Consistent, on-brand content created and scheduled without a marketing hire.

AI Invoicing & Collections

Invoices generated from completed work, with automated payment follow-up.

AI Workflow Automation

Follow-ups, handoffs, and reminders that run themselves.

AI Reviews & Reputation

Requests reviews after every job and responds on-brand.

AI Reporting & Insights

Ask your business a question in plain English and get the number.

Human oversight. Your data. Your brand. AI that earns its keep.

Core Services

Five disciplines. One operating system.

Every engagement is built to compound. Each discipline makes the next one more valuable.

01

Revenue Architecture & Systems Design

We design how leads, sales, delivery, and billing flow through the business.

Systems mappingTech stack designProcess architectureIntegration planning
02

CRM, Data & Source Attribution

One system of record. Every lead tracked from first touch to paid invoice, so you know exactly what produces revenue.

CRM implementationPipeline designSource attributionRevenue dashboardsData migration
03

LEXI AI & Automation

AI receptionist, conversational AI, invoicing, and workflows deployed inside your operations.

LEXI receptionistConversational AIAI invoicingWorkflow automation
04

Operations, SOPs & Enablement

Documented processes and trained teams so the business runs without the founder in every decision.

SOP developmentTeam trainingOnboarding playbooksAccountability systems
05

Digital Growth Infrastructure

Websites, funnels, paid ads, SEO, and reputation built to generate demand you can measure.

Websites & funnelsPaid adsSEOReputation managementBrand positioning

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.

  • 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.

BUILT FOR THE WAY YOUR TEAM WORKS

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.

See HawkEye in ActionSee how HawkEye can simplify your acquisition workflow.
9:41
5G
HE
HawkEye| Command
M&A Acquisition Pipeline
Acquisition Metrics Live Sync
Active Targets
148
+14 this wk
Follow-Ups Due
12
4 high priority
Owner Convos
8
LEXI assisted
Qualified Ops
6
Ready for IOI
Acquisition Stage111 in Funnel
48
Identified
34
Contacted
21
Engaged
6
Qualified
2
LOI
Quick Actions
Next Owner ConversationIn 35 mins
Precision Machining Corp
Founder & CEO · $4.8M Rev
LEXI Prepped

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.

CRM, pipeline, lead routing, communications, foundational automations, dashboards, and priority AI workflows are operational in the first month. Deeper integrations, data migration, advanced workflows, attribution refinement, SOPs, training, and optimization continue through the remainder of the implementation period.

Deploy in days, not months

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, handle edge cases, and transition into ongoing managed support.

After day 90, HawkEye stays on as your managed operating layer, so the system keeps improving instead of decaying.

Book a Strategy Call→

The 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
Buying a company? Run the Front Door Audit on your target before close.
Front Door Audit · 5 days→First wins · 14 days→Core infrastructure live · 30 days→Fully installed · 90 days

$997. Fully 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.

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.

Platform
HoldCo
Portco
Portco
Add-On
Portco
Add-On
Portco

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.

Add-on integrationRoll-up reportingStandardized SOPsMulti-entity CRMExit-ready data
Ryan Lamothe, Founder of HawkEye Digital

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.

Connect with Ryan→
Operator Reviews

WHAT OPERATORS SAY ABOUT THE WORK.

Real reviews from founders, operators, and organizations we've built systems for.

STOP BUYING TOOLS.
START BUILDING ENTERPRISE VALUE.

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.