Contact Ask Gambit

Financial Services

Find more deals. Win them faster.
Live · PE, IB, and wealth desks
The deal desk that never sleeps.
Trusted by
OceanPark Spearhead
The suite

Gambit for Financial Services.

Five workers, one engine. Each has a job title, a scope, and accountability to an outcome. Start with one. The next is faster to stand up.

Find the deal before the market does.

Win the mandate before the pitch.

Grow the book without the busywork.

Gambit · Deal Desk live
38
Signals today
11
In screening
6
Drafted for review
CompanySignalPattern fitWorkerStatus
Atlas FabricationOwnership change87BoganNew
Cedar LogisticsLiquidity event72MiraScreening
Harbor ComponentsFounder, 60+81BoganDrafted
Meridian ToolingRegistry match69BoganScreening

Proprietary sourcing

Bogan surfaces owners likely to sell before they reach a banker's list, and drafts the first touch in your voice.

Faster diligence

Dealio carries the signed deal from LOI through diligence to close, tracking every request so the process moves at the speed of the decision.

Pattern-fit screening

Mira reads your portfolio, not just your mandate, and screens the market against how you actually invest, routing only the matches worth a partner's time.

Origination at scale

Bogan opens more conversations than a coverage team can hold, and keeps every one of them warm.

Sell-side, run end to end

Atlas builds the buyer universe, prepares the materials, and runs the process, so the mandate moves without adding bodies.

First in the room

Mira screens the field so your tailored point of view lands before anyone else's does.

Qualified introductions

Bogan hands advisors warm, qualified prospects instead of cold lists, so growth stops waiting on free hours.

Service that scales

Jericho answers inbound across web, SMS, and voice, around the clock, in a register that fits the relationship.

Spot the moments that matter

Mira watches the book for liquidity and life events, so advisors reach out with the right timing instead of chasing a list.

SPEARHEAD
In origination, the edge is being early. We were in real conversations with owners weeks before anyone else knew they were in play. Bogan did the finding, so our partners could do the closing.
CV Cam VernestPartner · Spearhead Read the story
How it fits

Works inside the stack your desk already runs in.

The output is grounded in your data and your systems, not the open web, so what a worker produces reads like your desk made it. No rip and replace, and nothing for your team to relearn.

Salesforce
ZoomInfo
dc DealCloud
Apollo
Runs on your infrastructure On the model you choose Every action auditable SOC 2
Customers

The results speak for themselves.

Real outcomes on real desks. The work that used to fill the first month of a mandate now happens before it starts.

See what a worker does on your desk.

Tell us the outcome you need, from the first signal to the signed deal. We will show you what it finds, on your data, in two weeks.