✦ AI-Powered Prospecting

Find off-market SMB deals before anyone else

SMB Machine connects to Secretary of State databases, enriches owner contacts with AI, and automates your outreach — so you can prospect 10x faster than the DIY spreadsheet grind.

50
States Covered
200M+
Business Entities
< 30 min
To First Outreach

Built on AI that understands acquisitions

Every step of your search — from identifying targets to crafting outreach to coordinating diligence — is accelerated by purpose-built AI trained on the ETA workflow.

AI-Assisted Prospecting
Smart Follow-Up Sequences
Transaction Coordination
Owner Intent Scoring
Personalized Outreach Generation
The Workflow

From criteria to conversation in four steps

Stop juggling Phantombuster, Outscraper, and Google Sheets. One AI-powered platform handles the entire proprietary prospecting workflow.

01

Define Your Thesis

Set your geography, entity age range, industry verticals, and revenue band. Save as a persistent search that runs continuously and alerts you to new matches.

02

Discover Targets

Browse enriched entity profiles pulled directly from Secretary of State databases with owner contacts, estimated revenue, and acquisition readiness scores.

03

Launch Outreach

Send personalized letters, postcards, and email sequences tailored to each owner’s business context. AI helps draft your messaging — you review and send with one click.

04

Close the Deal

Track responses, schedule follow-ups, organize diligence documents, and move prospects through deal stages — all from one dashboard.

Core Platform

Built for acquisition searchers, not enterprise sales teams

Every feature is designed around how self-funded and traditional searchers actually prospect for off-market deals — supercharged with AI.

AI-Assisted Prospecting AI

Filter 200M+ business entities by geography, industry, entity age, revenue band, and status. AI enriches your results with acquisition readiness scores and surfaces high-fit targets that match your thesis.

Powerful filters + AI scoring → qualified targets fast
🏛️

Multi-State SOS Connection

Connected to Secretary of State databases across all 50 states. Filter by entity type, formation date, status, geography, and industry classification — all from a single search interface.

Target entities 10–30+ years old → retirement-age owners
👤

Owner Contact Enrichment

Resolve entity filings to real humans. Multi-provider enrichment surfaces personal mailing address, email, and phone. Every contact gets a confidence score so you know what to trust.

Multi-provider waterfall for 85%+ match rates

AI-Personalized Outreach AI

AI generates unique, context-aware letters, postcards, and emails for each owner — referencing their business age, industry, and local market. One-click send via direct mail and email.

Personalized outreach → 2–3x higher response rates

AI Transaction Coordination AI

Once a prospect responds, AI shifts into deal mode — drafting follow-ups, scheduling next steps, organizing NDA and diligence documents, and flagging when conversations go cold.

Never lose a warm lead to a missed follow-up
📊

Deal Pipeline & CRM

Visual Kanban board from Prospect → LOI → Closed with auto-logged outreach activity. Notes, tags, saved search alerts, and CSV export. No separate CRM subscription needed.

Track 250–750+ prospects/month without losing leads
Case Study

From zero deal flow to LOI in 11 weeks

How a self-funded searcher used SMB Machine to build a proprietary pipeline of off-market HVAC businesses across the Southeast.

Background

Marcus needed deal flow in a niche market — fast

Marcus Chen left a VP of Operations role at a Fortune 500 to pursue a self-funded search targeting HVAC and mechanical services companies in the Southeast with $1M–$5M in revenue and owners within 5 years of retirement.

After two months of manually searching state websites, cross-referencing contacts, and sending individual letters, he had contacted 87 businesses and received exactly 3 replies — none qualified. He was burning through his search runway.

Marcus signed up for SMB Machine and described his thesis in plain language. The AI identified 2,340 matching entities across Georgia, Florida, Tennessee, and the Carolinas — complete with enriched owner contacts and acquisition readiness scores. AI-generated outreach letters referenced each owner’s business history and local market context.

“I spent two months doing what SMB Machine did in a day. The AI-generated letters were better than what I was writing by hand — they referenced each owner’s business by name, years in operation, and local reputation. Response rate nearly tripled.”

— Marcus C., Self-Funded Searcher (Southeast HVAC)
2,340
Entities matched
5 states, HVAC/mechanical, 14–36 yr old entities
1,847
Owners contacted
AI-personalized mail + email sequences
9.2%
Response rate
vs. 3.4% from his prior DIY outreach
3
LOIs submitted
Within 11 weeks of signing up

Timeline

Week 1
Described thesis to AI. Platform returned 2,340 entities with acquisition readiness scores. Reviewed and qualified top 400.
Week 2–3
AI generated personalized letters for all 400. Sent via direct mail integration. Email follow-ups auto-queued for day 7 and 14.
Week 4–6
38 responses. AI transaction coordinator auto-drafted reply templates and scheduled follow-up calls. Sent second batch of 600.
Week 7–9
9 intro calls completed. AI organized NDA tracking and diligence document requests. 5 progressed to NDA stage.
Week 10–11
3 LOIs submitted. One accepted — a 28-year-old HVAC company in metro Atlanta doing $3.2M revenue with an owner planning retirement.
Simple Pricing

Two plans. No limits on prospecting.

Unlimited entity searches and contact enrichment on every plan. Direct mail billed on usage — you only pay for what you send.

Team

$299/mo
3 seats included. $49/mo per additional seat.
  • Everything in Pro — all features, no limits
  • 3 team seats included — additional seats $49/mo each
  • AI transaction coordinator — auto-schedule follow-ups, organize diligence, flag stalled deals AI
  • Shared pipeline — team-wide deal visibility with role-based permissions
  • Unlimited saved searches — run multiple theses simultaneously
  • CRM integrations — two-way sync with HubSpot & Salesforce
  • Franchise detection — flag franchise-affiliated entities in results
  • Revenue & employee estimates — enriched business intelligence on every entity
  • Team analytics dashboard — outreach volume, response rates, pipeline velocity
  • Dedicated Slack + phone support — direct line to our team

Direct mail is billed pay-as-you-go on both plans — you only pay for pieces you send. No minimums, no credits to manage.

Limited Beta

Request early access

We’re onboarding searchers in small cohorts to ensure data quality and support. Sign up below and we’ll reach out to schedule your onboarding.