AI analyst infrastructure for boutique sell-side M&A and capital raising advisors.
We'll show you the buyer universe in minutes.
Most boutique advisors run 3 to 6 mandates a year. Not because deal flow is the constraint, but because execution capacity is. Without full visibility into your network, every mandate is a bet.
You've sent 60 emails. Three replied. You don't know if the deal is bad or your list is.
Eight weeks in and you still can't tell if there's real demand.
Your best warm contact went quiet three weeks ago. You've followed up twice. Nothing.
You know there's a buyer in this market. You just don't know who actually matters.
Iceberg's AI agents handle 75% of an analyst's role during the execution phase. They review your deal materials, build a ranked buyer universe from your network, and tell you who to contact with what angle — every day the mandate is live.
Each agent handles a specific part of the deal lifecycle — so you stop losing nights and weekends to the grunt work.
Reads IMs, teasers, and deal materials the moment you upload them. Extracts the mandate criteria, business model, and investor fit signals so every downstream step starts with context.
Sources, enriches, and prioritises the full buyer or investor universe for the mandate. Matches against your network, ranks by fit, and maps warm intro pathways — updated every day.
Builds and runs full communication across your ranked list. Drafts, personalises, sends, and tracks engagement — then reprioritises the pipeline in real time as replies come in.
Integrates with your deal pipeline tech (Ansarada, data rooms, CRM) and pulls live deal context back into the mandate — NDA status, document engagement, stakeholder signals — so every next step is informed.
Iceberg is infrastructure, not a broker. You keep 100% of your advisory economics.
The big firms spend $40,000+ a year on data stacks to source and enrich contacts before outreach even starts. Boutique advisors have never had access to that. Iceberg changes that.
More customised. More personalised. Purpose-built for your exact deal.
Same intelligence as the big banks, delivered only for the deals you're actually running. No upfront commitment. You build your book deal by deal, so the cost scales with your mandates and stays negligible relative to the outcomes.
Iceberg sits beneath your stack. Same workflow. Better decisions. Connect your existing deal data, CRM, and closing tools, and we deliver live contact recommendations directly inside Claude, or wherever you're already working.
Anonymised. Real mandate, real inputs, real output. This is what changes between “we have a list” and “we know who to call next and why.”
Every mandate run on Iceberg strengthens the network. The advisors using it see more, earlier.
If you're not on it, someone else in your market is.
Boutique capital raising advisers, independent M&A advisers, placement agents running multiple live mandates, advisers who treat their network as a long-term asset, and operators who value confidence, discretion, and outcomes.
All you need is a signed mandate and investor pitch materials from a founder ready to go live.
We can have a workspace for you and your mandate live for execution within 5 minutes.
Iceberg sits alongside your existing tools as a deal execution layer. Your CRM, email, and finance tools stay as systems of record. We integrate with Gmail or Outlook, pull in existing contacts for continuous reprioritisation, and run deal-specific workflows without requiring you to rebuild your stack.
No. Pricing is subscription-based on capital raising throughput rather than performance fees. You keep 100% of your advisory economics.
The 30-day pilot includes one live mandate with full platform access, investor targeting recommendations, contact intelligence, outreach tracking, and no platform fees. You'll receive 120 free contacts and connect your Gmail and calendar.
Yes. If your firm has a large contact database, multiple seats, or concurrent mandates, our Enterprise plan lets you cancel your PitchBook, Cap IQ, BuySideBack, and enrichment tool subscriptions and replace them all with Iceberg. Bulk contact packages, multi-seat access with shared network graphs, and dedicated onboarding.
Those tools are built for large investment banks and cost $20,000 to $40,000+/year per seat. Iceberg gives boutique advisors the same depth of contact intelligence (investor/buyer identification, enrichment, relationship mapping, and execution tracking) at a price that scales with the deals you're actually running. No upfront commitment, no enterprise contracts.
Our reasoning layer processes engagement behaviour, relationship strength, mandate fit, check sizes, and investment focus data. Recommendations come from the global deal universe, continuously reprioritised, not static lists.
Your imported contacts remain private and fully yours. Iceberg-originated contacts strengthen the shared network. Co-developed relationships stay private while Iceberg learns anonymously. If you leave, your imported contacts are frozen and never shared.
Create a workspace, activate your network, receive recommended investors/buyers from the global deal universe and go live. No platform fee. No contact fee. One mandate, fully supported.
For every mandate: find every buyer, and know exactly who to contact next and why.
No seat fee. No commitment. Just clarity.