Case studies

How institutional teams run mandates on Accreta.

Detailed accounts from advisors, investment teams, and founders running structured processes - the workflow they replaced, the outcomes they measured, what changed.

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Mid-market M&A advisory
Sydney

From relationship-only outreach to a structured process.

An advisory boutique replaced manual buyer research with structured universe construction. Run-rate mandate volume tripled within a year.

2.4×buyer universe expansion
Growth equity fund
Singapore

Watchlist alerts surfaced three deployment cycles early.

A growth equity team used live signals + sector watchlists to move on opportunities before competing capital arrived. Deal flow originated from Accreta now drives the majority of the pipeline.

+18%origination conversion
Series B SaaS founder
Melbourne

Raised an institutional round without an advisory team.

A founder ran a structured capital raise on the Founder plan. Used investor matching, outreach tracking, and the data room to manage 47 institutional conversations end-to-end.

47investors approached
Family office
Perth

Built proprietary deal flow across two new sectors.

A multi-family office expanded into healthcare and industrial services. Watchlists on competing capital and sector consolidation themes drove origination from cold start to active pipeline in 6 months.

10×more proprietary leads
Investment bank
Sydney

Centralised deal flow across 14 deal teams.

A sector-focused bank moved 14 deal teams onto Accreta. Buyer universes are now shared across the firm, with portfolio-level visibility for principals.

94%match accuracy
Corporate development
APAC

Surfaced acquisition targets ahead of competing bids.

A listed acquirer rebuilt corp dev around Accreta. Custom watchlists on sector consolidation drove proprietary outreach to targets before the broader market identified them.

−42%manual research time

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