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DealStratum
Conversation Automation

Broker outreach from your own inbox — that stops the second they reply.

Connect your Gmail, send personalized intros from your own address, and let timed follow-up sequences do the chasing. They pause automatically the moment a broker writes back — with templates, merge fields, and one inbox for every reply.

Sends from your own address — not a shared relay.

Gmail connected · you@searchfund.co
To: Sarah Chen · Coastal M&ATemplate · First touch
Hi {{firstName}}Sarah— I’m a buyer actively searching, and I’d love to be on your buyer list at {{firm}}Coastal M&A. My focus is {{buyBox}}HVAC & home services, $1–3M. Open to a quick intro call?
Sent · Day 0 ✓
Follow-up sequencePaused — they replied
Day 0First touch
Day 3Nudge
Day 10Proof of funds
Day 21Break-up
Drafting from your template…SCSarah replied · 2h
The problem

The follow-up is where deals quietly die.

  • You send one good intro, hear nothing, and never circle back. The deal goes to whoever followed up — not whoever emailed first.
  • Doing follow-ups by hand means a spreadsheet, calendar reminders, and copy-paste — so you quietly stop doing them by week three.
  • And when a broker finally does reply, your sequence keeps firing on schedule — so you look like a bot the moment a real conversation starts.
~80%

Of broker replies come from the second, third, or fourth touch — not the first. The follow-up is the pipeline. Automate it and it actually happens; pause it on reply and you still sound human.

How it works

Connect once. Then your outreach runs itself.

Your inbox, your address, your voice — automated. Three steps from a cold broker list to a live conversation.

1

Connect your mailbox

Link your Gmail in a click. Every email sends from your own address with your signature — not a shared relay — so it threads and lands like a person wrote it.

2

Draft from a template

Start from a reply-playbook template and merge fields drop in the broker’s name, their firm, and your buy box automatically. Review, tweak, send.

3

The sequence runs — then stops itself

A timed cadence — Day 0 → 3 → 10 → 21, fully editable — chases for you, and pauses the instant they reply. You never double-tap a live conversation.

Templates & merge fields

Personal at scale — without the copy-paste.

Write the message once. Merge fields fill in who it’s going to, and a library of reply-playbook templates covers every stage after a broker engages — so you’re never staring at a blank draft.

Every email still goes out from your own inbox, threaded, and tracked — replies pause the cadence and land in one place.

Merge fields
{{firstName}}{{firm}}{{buyBox}}{{industries}}{{senderName}}{{senderBusiness}}
Reply-playbook templates
  • Buy-box overview
  • Qualified buyer & proof of funds
  • NDA request
  • CIM & financials request
Why it matters

Chase every lead. Sound like a human. Lose none of them.

Good leads never slip

Sequences chase every broker on schedule, automatically — so the deal that needed one more touch actually gets it, instead of dying in your drafts.

Stay human, automatically

The cadence pauses the instant a broker replies. You only ever step into live conversations — never a robotic follow-up landing on top of a real one.

One inbox for every reply

All responses land in one place, tied to the deal, with thread status — so nothing gets buried in your personal inbox and every conversation has a home.

The specifics

Built for real broker relationships, not spray-and-pray.

Personalized, paced, and sent from your own inbox — with caps that protect your deliverability.

Day 0→21
Default 4-step cadence — fully editable
1–3
Connected Gmail mailboxes (Base / Pro)
50–100
Personalized sends per day, per mailbox
0 manual
Follow-ups once a sequence is live
FAQ

Conversation automation, answered.

Does it send from my own Gmail?+

Yes. You connect your mailbox and every message goes out from your own email address with your signature — not a shared relay — so it threads and lands like a normal email a person wrote. Replies come straight back to you.

What happens when a broker replies?+

The sequence pauses automatically the moment they write back, so you never fire a scheduled follow-up into a live conversation. Their reply lands in one inbox, tied to the deal, so nothing gets buried.

Can I customize the follow-up cadence and the copy?+

Yes. The default is a four-step cadence — Day 0, Day 3, Day 10, Day 21 — but you control the timing, the number of steps, and the wording. Start from a template and edit it freely.

What are templates and merge fields?+

Templates are reusable email drafts with placeholders like {{firstName}}, {{firm}}, and {{buyBox}} that fill in automatically for each contact. DealStratum ships reply-playbook templates — buy-box overview, proof of funds, NDA request, and CIM request — so you start from a strong draft instead of a blank page.

How many emails can I send a day?+

Base sends up to 50 a day from 1 connected mailbox; Pro sends up to 100 a day across 3 connected mailboxes. The caps keep your deliverability healthy so your outreach actually lands.

Stop chasing. Start closing.

Put your broker outreach on autopilot.

Connect your inbox, send your first sequence in minutes, and let the follow-ups run themselves — pausing the second a deal goes live.

14-day free trial — cancel anytime before it ends to avoid charges.