#### Portfolio Companies

Get ahead of the competition

# Find Ideal Prospects

## Comprehensive prospecting using AI

Portfolio companies, directly or via their [PE](https://udu.co/private-equity-deal-sourcing/) partners are prospecting using AI to automate the search, discovery and analysis of potential customers:

- Build highly targeted lists of relevant prospects
- Identify partnership opportunities
- Analyze the competitive landscape
- Save countless hours by automating BD tasks

[learn more](https://udu.co/platform-ai-for-deal-sourcing/) [schedule a demo](https://udu.co/schedule-a-demo/)

### Lead generation

Identify companies that have the unique qualities you look for in an ideal customer, complete with contact information

### Market analysis

Get the most complete, up-to-date information on-demand so you can quickly assess your competition and the broader market

### Business development

Focus your efforts on your best opportunities while gathering information to better inform decision making

### Process automation

Automate tedious and repetitive tasks like data entry, report creation, enrichment and prioritization

### Ready to see how prospecting using AI can help you grow your business and develop qualified leads?

[schedule a demo](https://udu.co/schedule-a-demo/)

- > In today’s highly competitive and efficient deal market, udu’s sourcing support provided the edge required to identify and, ultimately, acquire a highly attractive tuck-in business.

Lex Leeming

Partner & Head of BD NexPhase Capital

[NexPhase Case Study](https://www.udu.co/resources#case-studies)

- > Today, firms are increasingly seeing the potential to utilize the latest technology by adopting services like udu to power their proprietary database and market monitoring capabilities.

Tim Friedman

Founder, PE Stack

[Virtual Analyst report by PE Stack](https://www.udu.co/virtual-analysts-next-generation-deal-sourcing)

- > udu has become our go-to tool for highly specific buy-side client searches. By training its algorithm, we can effectively discover businesses that defy traditional search parameters.

Brandon Knapp

Managing Director

Evercap Advisors

- > udu produced a list of leads that our team could not have identified, screened and catalogued in any reasonable amount of time…working in a parallel path using purchased lists, Charter Oak uncovered only 19 of the 95 names that udu turned up…

Doni Perl

Principal

Charter Oak Equity

[Charter Oak Case Study](https://www.udu.co/resources#case-studies)

- > We hold ourselves to a high standard in personalizing users’ experiences on our platform. The ease, flexibility and thoroughness of data that the udu platform is able to achieve has helped us improve our user experience tremendously; the result has been happier customers.

John Wall

Product Marketing Manager

AdWerx

- > udu is a great tool that we use to identify market fragmentation as we are evaluating new market sectors as well as identifying overlooked companies in mature industries. The tool is easy to use and the team are very responsive if you have questions or concerns over your search or output.

Peter Reiter

Managing Director Business Development

RFE Investment Partners

- > The udu core platform has changed how we do business. What took months now takes hours, and what took hours takes seconds. We can do more, faster, with less. udu core is one of the reasons we have the largest and most accurate database of national rental listings.

Josh Tayloe

VP Operations

RentalBeast