AI Automation · Boutique Finance

Your deal team,
minus the gruntwork.

An AI agent that turns a list of target companies into a fully enriched contact file — decision-makers, emails, LinkedIn, and more. In minutes.

Request a Demo See the Agent
Boutique IBs Private Equity Venture Capital Family Offices
Origination Agent — Output
Company Name Role LinkedIn
Sequoia Capital James Tan Partner ↗ View
Andreessen Horowitz Sarah Kim Principal ↗ View
Tiger Global Mark Chen VP ↗ View
Coatue Mgmt Priya Shah Director ↗ View
KKR & Co David Park MD ↗ View
✓ 12 contacts found · Excel ready
Boutique Investment Banks· Private Equity· Venture Capital· Family Offices· Credit Funds· M&A Advisory· Boutique Investment Banks· Private Equity· Venture Capital· Family Offices· Credit Funds· M&A Advisory· Boutique Investment Banks· Private Equity· Venture Capital· Family Offices· Credit Funds· M&A Advisory· Boutique Investment Banks· Private Equity· Venture Capital· Family Offices· Credit Funds· M&A Advisory·
The Agent

Deal origination, automated.

Purpose-built for boutique finance firms who spend too much time on manual outreach research.

Origination Agent

Your target list, fully enriched.

Upload a list of target companies and get back a fully enriched contact file — decision-maker names, LinkedIn profiles, verified emails, and websites. Ready to send.

  • Upload CSV or Excel — results in minutes
  • Apollo.io-powered contact discovery
  • Returns name, LinkedIn & email
  • Downloadable Excel output, ready to use
Get a Demo
Origination — Output 12 contacts found
Company Name Role LinkedIn
Sequoia Capital James Tan Partner ↗ View
Andreessen Horowitz Sarah Kim Principal ↗ View
Tiger Global Mark Chen VP ↗ View
Coatue Mgmt Priya Shah Director ↗ View
↓ Download Excel
How It Works

Up and running in minutes.

1

Upload your target list

Drop in a CSV or Excel file of company names — no special format required.

2

Agent enriches the data

Searches Apollo.io to find the right decision-makers at each firm.

3

Download your contact sheet

Get a clean Excel file with names, emails, LinkedIn, and websites — ready to use.

Get Started

See it in action.

Request a live demo and we’ll show you exactly how Waffel fits into your firm’s workflow. No commitment, no fluff.

✓30-minute walkthrough
✓Tailored to your firm’s use case
✓No obligation to proceed
✓

Request received.

We’ll be in touch within 24 hours to schedule your demo.

List up to 25 companies you’d like used in the Origination Agent demo — one per line. Provide company names or website/domain.