Introducing Buddy — the AI dealmaking partner for independent firms. Meet Buddy →

The Operating System for Dealmakers

MOSAIQ unifies the entire deal process — accelerating productivity, automating workflows, and integrating financial data at scale, in one secure platform.

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Buyer list for a $40M aerospace machinist
Iconiq Capital
Walton Enterprises
Emerson Collective

Native Intelligence For The Private Markets

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Institutionalize Your Execution

The ecosystem for sourcing, raising, syndicating, distributing, managing and investing. Run your entire deal process within MOSAIQ, stay organized, compliant and execute effectively.

A Partner That Works For You

Our team of current bankers and investors understand the nuance and complexity of workflows — and why generic AI chatbots break down. Our platform and model are built explicitly for execution.

Custom Deployment

MOSAIQ provides a confluence of enterprise-grade workflows with bespoke partnership and onboarding. We take the time to understand explicitly what you want to accomplish.

By the numbers

500,000+
Investors & LPs
19,600+
Family Offices
980,000+
People & Contacts

One Platform. The Whole Deal.

Data vendors sell you a list. AI tools work your own files. MOSAIQ owns the whole stack — the data, the origination, and the AI partner, vertically integrated so they move as one.

Ask Buddy

Your AI Partner for Every Mandate

Describe the mandate — Buddy builds the list, says who's reachable, and why each fits. It remembers your coverage and never bluffs a name.

Buyers for an aerospace machinist
Relationship Intelligence

See the Warm Path to Anyone

The named partners, ownership, shared history, and the relationships beneath the data — so you can reach any LP, buyer, or lender warm.

You
Warm intro
FOTarget LP
Deal Workflow

Run the Deal, End to End

Sell-side buyer lists, syndication, outreach, and pipeline tracking — every stage from sourcing through close, in one secure system.

Pipeline
Sourcing72%
Raising48%
Closing24%

A bulge-bracket banker has data, research, a network, and an army of analysts. Now an independent banker has all of it too.

Placement agents
LP target lists for the raise, with warm paths.
M&A advisors
Buyer lists, lender match, CIM prep — end to end.
Independent sponsors
Capital + counterparties for the deal you're chasing.
Gov-Con & lower-MM
The niche counterparties no generic database covers.

Bring a live deal. Watch the list build.

A 30-minute walkthrough — a real raise or financing need, ranked and sourced in real time by Buddy.