DealFlowAgent
Category: AI in Fintech
An AI-native investment bank platform that combines specialized conversational AI agents with dedicated human advisors to automate and optimize M&A advisory for SME business exits. DealFlowAgent was founded in 2024. The company is led by Joe Lewin. Based in London, United Kingdom. Team size: 11-50. Total funding raised: $750.0K. Latest round: Seed (€646.2k, Mar 2026). Key investors include Long Journey Ventures (Lead), Cyan Banister (Early Uber & SpaceX backer), Lee Jacobs (Long Journey Ventures GP), Arielle Zuckerberg (Long Journey Ventures GP), Angel investor (One of first employees of Temenos).
- Founded
- 2024
- Headquarters
- London, United Kingdom
- Team size
- 11-50
- Total funding
- $750.0K
Value proposition
Achieves +27% valuation premiums and reduces transaction timelines to ⅓ of typical industry duration through 24/7 AI agents that maintain perfect memory of buyer preferences and deal structures, while providing access to a proprietary network of 13,000+ registered/active acquirers.
Products and solutions
SAGE - Sell-side AI Deal Concierge, STERLING - Buy-side conversational AI agent, Deal Concierge - Custom-trained AI agent for each client, AI-powered deal origination platform, Automated due diligence and data room preparation, Acquirer database access (13,000+ registered/active buyers), Market research and analysis tools, Workflow automation for M&A transactions
Unique value
Conversational AI for M&A matchmaking featuring SAGE (sell-side Deal Concierge) and STERLING (buy-side) agents that operate 24/7 with near-perfect memory of buyer preferences and deal structures, paired with a proprietary 13,000+ acquirer network.
Target customer
SME/owner-managed businesses typically £500K–£100M enterprise value (site also cites £/$500K–100M revenue range), focused on building services, facilities management, and healthcare; also serves search funds, PE, and corporate acquirers across UK and US
Industries served
Building Services, Healthcare, Software/SaaS, Niche Essential Service Businesses, Professional Services, M&A Advisory, Private Equity, Investment Banking
Technology advantage
Hybrid human-AI model: senior M&A advisor plus custom-trained Deal Concierge (Sage) 24/7; Sterling engages 13,000+ acquirers for buy-side origination. AI prepares data rooms, tracks preferences, ranks buyers, and flags risks. Company cites research tooling over a large owner/advisor universe alongside the registered acquirer network.
How they differentiate
Conversational AI for M&A matchmaking with SAGE (sell-side) and STERLING (buy-side) agents plus hybrid human-AI model pairing each client with a senior M&A advisor and Deal Concierge AI. Proprietary 13,000+ acquirer network; company cites +27% valuation premiums vs first offers and roughly 1/3 typical transaction timelines.
Main competitors
OffDeal (Y Combinator-backed AI investment bank), Grata (AI-powered private markets platform), Intralinks DealCentre AI (SS&C)
Key partnerships
Lumaca Capital (Mel Ragnauth & David Battey — investors and board), FM Talent Partners / Nick Barker (Industry Partner — key-person hiring & referrals), Long Journey Ventures (lead seed investor, Mar 2026)
Notable customers
Online pharmacy (case study: received 4 offers in 4 weeks, closed multi-seven-figure sale in 9 weeks), SME business owners in building services, healthcare, and software sectors, Search funds, private equity firms, investment banks, corporate acquirers
Major milestones
Predecessor Foundy founded ~2021; DealFlowAgent legal entity BTB Holdings Ltd incorporated Feb 2024, Rebranded from Foundy to DealFlowAgent, Built proprietary network of 13,000+ registered/active acquirers, Completed 22 M&A transactions, Company cites +27% valuation premiums vs first offers, Raised €646.2k ($750k) seed led by Long Journey Ventures (Mar 2026), Duncan Moore joined as M&A Deal Lead (22 Aug 2026) from K3 Capital-owned advisory firm, Martin Watson joined as Senior Building Services & FM Advisor; Nick Barker as Industry Partner (FM Talent Partners), Named Building & Facilities News Company of the Month (July 2026)
Growth metrics
Completed 22 transactions to date; achieved +27% valuation premiums for clients; reduced transaction timelines to 1/3 of typical industry duration
Market positioning
Seed-stage AI-native investment bank / specialist M&A advisory for owner-managed exits typically £500K–£100M EV, focused on building services, facilities management, and healthcare across UK and US, with hybrid human advisors plus SAGE/STERLING AI agents.
Geographic focus
United Kingdom (London HQ), United States
Patents and IP
No registered patents publicly disclosed as of March 2026
About Joe Lewin
Two-time SaaS founder who successfully exited his first business in 2022. Since then, has focused on modernizing the M&A process as an advisor, working with business owners and buyers. Previously held roles at Stealth Startup, Urban Futures Podcast, Pan-N-Ice LTD, and Zwings. Attended Imperial College Business School. Described as a visionary founder and leader in the M&A space with deep industry knowledge and strategic acumen.
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Official website: https://dealflowagent.com/