Everything Your Deal Team Needs
Six building blocks, one platform. From first outreach to closing.
AI Deal Sourcing
Investment thesis instead of keyword search.
Describe what you are looking for in plain language: sector, region, ticket size, strategic logic. KamiSource interprets your thesis and scans multiple data sources at once.
Results are not keyword hits but targets that fit the logic of your mandate. You can rank, reject, or follow up on hits.
- Conversational AI understands complex deal logic
- Multi-source search across internal and external databases
- Reject and rank feedback improves results
“DACH B2B SaaS, EUR 5–25M ARR, asset-light, founder-owned.”
Deal Pipeline
From outreach to closing in one structured workflow.
Each deal moves through defined stages: sourcing, outreach, NDA, IOI, management meeting, LOI, due diligence, signing, closing. KamiSource does not force stages, but every move is documented.
You see at a glance where each deal stands, who is responsible next, and what action is due. No more weekly pipeline reviews in a spreadsheet.
- Stages configurable per mandate
- Activity and owner logic built in
- Visibility controllable by role
CRM Sync
Bidirectional. No duplicate entry.
KamiSource integrates two-way with your existing CRM. Contacts, accounts, activities, and pipeline status stay in sync, as either master-slave or true two-way sync.
Your back office keeps working in the CRM. Your deal team works in KamiSource. Both see the same state.
- Salesforce, HubSpot, Affinity
- Configurable field mapping
- Conflict resolution with clear rules
Virtual Data Room
Confidential documents with audit trail and NDA enforcement.
You can activate a data room per deal, with granular access control per buyer, NDA enforcement before any download, and watermarking.
All actions are logged immutably. You always know who saw or downloaded what and when.
- NDA enforcement per data room
- Watermarking and download restrictions
- Full audit trail per file
Meeting Coordination
Meetings, notes, and follow-ups, anchored to the deal.
Schedule meetings with targets, advisors, and co-investors directly on the deal record. Notes, attendees, and follow-ups stay part of the deal history.
No switching between calendar, CRM, and notes tool. Everything that belongs to the deal lives on the deal.
- Calendar integration
- Structured notes per attendee
- Automatic follow-up tracking
Team Workspace
Role-based access. Full activity history.
Define per deal which team member can view, comment, or change what. External advisors get time-limited access.
Every action is traceable: who changed which status, uploaded which file, unlocked which buyer.
- Granular roles per deal
- Time-limited external access
- Full activity history
Built for Every Investor Team
KamiSource adapts to your buy-side mandate: funds, family offices, or corporate buyers.
Targets Along Your Thesis
Identify acquisition targets that match your thesis and run the entire pipeline with discipline.
Private EquityProprietary Sourcing
Differentiated deal flow, structured pipeline, co-investor coordination.
Family OfficeRelationship-Based Sourcing
Activate your proprietary network, manage mandates discreetly, preserve activity history over many years.
Corp DevStrategic M&A Pipeline
Find targets along your corporate roadmap, document approvals, plan synergies.
Walk Through a Feature Live
See KamiSource against a real mandate setup. 30 minutes is enough.
Invitation-Only · Swiss-Based · GDPR & FADP