One source of truth
Tens of thousands of contacts consolidated from five sources, deduped, verified and kept current.
CASE STUDY / EAS ADVISORS
From scattered contacts to a deal engine.
EAS Advisors sources metals and mining deals and distributes the opportunities across a private network of LPs.
Their most valuable asset is their network — and it lived in five places at once. We developed a proprietary CRM which dynamically matches relevant LPs to deal uploads, generates a two-page teaser of the deal, automates draft emails for human-in-the-loop review, and tracks all outreach for streamlined internal governance.
01 / THE PROBLEM
A network worth
a great deal.
A small, senior, non-technical team. Decades of relationships between them — and no single place those relationships actually lived.
- 01Contacts spread across three inboxes, Mailchimp, an aging CRM, a paper notebook and thousands of business cards
- 02No single view of who they knew, or who had already been contacted
- 03Distributing a deal meant manually sourcing and emailing relevant contacts with no automated processes in place.
- 04Sourcing new deals and new investors was ad hoc, and slow
02 / WHAT WE BUILT
One system,
built from the ground up.
Plain-English querying
The team asks Claude for exactly who they need, in the words they'd use out loud.
Warm outreach, tracked
Targeted campaigns sent from the partners' own mailboxes, with every send and reply logged.
Cold deal sourcing
Surfacing target companies and investors across the sector, not just the ones already known.
A CRM they can see
Everything filterable and trackable at a glance, by people who don't write code.
03 / HOW IT WORKS
A deal comes in.
Nobody opens a spreadsheet.
01 /
Everyone they know, in one place
Five sources became a single database — investors, family offices, high-net-worth individuals, the mining companies raising capital, and the intermediaries who open doors. Deduped, verified, and segmented so a query can actually reach them.
02 /
The raise arrives
A deck lands. It goes straight into the system, where it sits alongside every other live raise with its own contact, sent and replied counts — so the state of the book is a glance, not a meeting.
03 /
The partner just asks
Instead of digging through inboxes, they ask for the list they want. Claude filters the database and returns matched firms, tiered by how much of the mandate actually checks out. The partner approves or drops names, and the approved list flows straight into outreach.
“Find me LPs and investors who back commodities deals in Australia.”
“Find rare-earth miners around a $200M market cap that may be raising.”
04 /
It goes out as a real email
Drafts are written per person and land in the partner's own Drafts folder, so what the investor receives is a note from someone they know — not a blast from a marketing tool. The teaser attaches itself.
05 /
And then it tracks itself
Every send, reply and answer is logged against the deal and against the person. Who accepted, who passed, who never heard from us — visible without asking anyone.
04 / THE RESULTS
What it gave back.
- 20+
- hours a week returned across the managing director and associate
- 5 → 1
- scattered sources consolidated into one clean, current database
- Hundreds
- of inbound deals now handled through a single system
- Deal distribution that took hours of manual work now takes minutes
- Tens of thousands of contacts, deduped and verified
- A sourcing engine that keeps the pipeline full
- Running in EAS-owned infrastructure, maintained by EAS
05 / BUILT ON
Their tools.
Their infrastructure.
- Claude
- Supabase
- Microsoft Graph (Outlook)
- GitHub
- Blitz
Everything runs inside EAS-owned accounts and was handed over as a low-maintenance system, documented for the people who use it. Screenshots on this page show the working system with sample records in place of client data — the firms, figures and names shown are invented.