AI agents that handle email admin and deal origination for boutique finance firms — so your team can spend time where it actually matters.
"I spend half my morning sorting emails that don't need my attention."
"Building a target list takes a full day of manual research every time."
"Finding the right contact at each firm is tedious and error-prone."
Sound familiar? We built the fix.
Purpose-built for the workflows that eat up time at boutique finance firms.
Automatically reads, categorises, and sorts your incoming emails — flagging what's urgent, filing what isn't, and cutting through inbox noise so you start every morning focused.
Upload a list of target companies and get back a fully enriched contact file — decision-maker names, LinkedIn profiles, verified emails, and company websites, ready to work with.
Securely link your email account in one click.
Set your preferences — deal flow, LP comms, admin noise — and the agent calibrates.
Emails are sorted, flagged, and filed automatically every morning.
Drop in a CSV or Excel file of company names — no special format required.
Searches Apollo.io to find the right decision-makers at each company.
Get a clean Excel file with names, emails, LinkedIn, and websites — ready to use.
Request a live demo and we'll show you exactly how Waffel fits into your firm's workflow. No commitment, no fluff.
We'll be in touch within 24 hours to schedule your demo.