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Book founder and investor meetings for M&A and capital advisors

Give an outbound team serving M&A boutiques, capital raisers and cross-border advisors a list of owner-founders and investors that fit each mandate.

  • Free API key
  • No credit card
  • Run your sample

A selection of teams that run this job on Forager · plus other GTM agencies

  • Clay
  • Juicebox
  • Nooks
  • LinkedSelling
  • Stamina
  • HubSpot
  • AltiSales
  • Augustus Global

Uses POST /organization_search/, POST /person_role_search/, POST /person_contacts_lookup/phone_numbers/ · Company enrichment API reference

What it costs: 15 credits per mobile found · 5 credits per email found. A mobile or email lookup that returns nothing costs 0 credits. Enrichment and search are charged per request: credit pricing.

How the data flows

3 inputs → Company enrichment + People search + Work emails + Mobile numbers + Prospecting web app → 4 fields sample data
01 · Inputs
mandate criteria
linkedin.com/in/alex-sample
sector
linkedin.com/in/alex-sample
geography
linkedin.com/in/alex-sample
02 · Forager
Company enrichment + People search + Work emails + Mobile numbers + Prospecting web app POST /organization_search/
Match found
03 · Outputs
Alex SampleVP Sales · Example Inc.
work email
alex@example.com
phone number
+1 (212) 555-0199
name
Alex Sample
title
VP Sales
company
Example Inc.
4 fields in the responseexample data

Steps

  1. Find companies that fit the mandate by industry, size, location and founding year with POST /organization_search/
  2. Find founders, owners and CEOs (or partners at investment firms) with POST /person_role_search/
  3. Fetch work_email via /person_contacts_lookup/work_emails/ and Gold mobiles via POST /person_contacts_lookup/phone_numbers/
  4. Run discreet, personalised outreach and log conversations per mandate
import json, os, requests

BASE = "https://api-v2.forager.ai/api/{account_id}/datastorage"
HEADERS = {"X-API-KEY": os.environ["FORAGER_KEY"]}
body = json.load(open("request.json"))  # request fields: see the API reference

# 1. Find companies that fit the mandate by industry, size, location and
# founding year with POST /organization_search/
r1 = requests.post(f"{BASE}/organization_search/", headers=HEADERS, json=body)

# 2. Find founders, owners and CEOs (or partners at investment firms) with
# POST /person_role_search/
r2 = requests.post(f"{BASE}/person_role_search/", headers=HEADERS, json=body)

# 3. Fetch work_email via /person_contacts_lookup/work_emails/ and Gold
# mobiles via POST /person_contacts_lookup/phone_numbers/
r3 = requests.post(f"{BASE}/person_contacts_lookup/phone_numbers/", headers=HEADERS, json=body)

# 4. Run discreet, personalised outreach and log conversations per mandate
Generated from the recipe stepsRequest fields: API reference

Run it yourself: Company enrichment API reference

  • Free API key
  • No credit card
  • Run your sample

Inputs and outputs

InputsOutputs
mandate criteriaowner-founder list
sectorinvestor list
geographywork_email
phone_number

Questions about this recipe

How do M&A advisors find and contact founder-owners for deal flow?

Find companies that fit the mandate by industry, size, location and founding year with POST /organization_search/. Find founders, owners and CEOs (or partners at investment firms) with POST /person_role_search/.

What does it cost to book founder and investor meetings for M&A and capital advisors?

Company enrichment: 1 credit per request, charged whether or not data comes back. People search: people search 1 credit per request and people search: role details 1 credit per request, charged whether or not data comes back. Work emails: 5 credits per work email found, and a work email lookup that finds nothing costs 0 credits. Mobile numbers: 15 credits per mobile number found, and a mobile number lookup that finds nothing costs 0 credits. The prospecting web app uses the same plan credits as the API: 15 credits per mobile and 5 per email found. Growth's 8,250 monthly credits cover 550 mobiles, 1,650 emails or 8,250 company lookups, or a mix. Self-serve plans are Starter, Growth, Pro and Scale. See plans and prices

What do I need to run this recipe, and what comes back?

You send geography, mandate criteria and sector. You get back investor list, owner-founder list, phone_number and work_email, as JSON. You also need a Forager API key, which comes with a free account.

What data helps an appointment-setting firm book meetings for capital advisors?

You send mandate criteria, sector and geography. You get back owner-founder list, investor list, work_email and phone_number. Advisors get founder and investor conversations within weeks of a new mandate.

Can I test company enrichment for free?

Yes. Create a free account at app.forager.ai: it comes with $5 in free credits and an API key, and there is no credit card to sign up. Run it on records you already know, or book a demo and send us a list: we run it and show you what we find.

When should I run this workflow?

An advisor takes a sell-side, buy-side or fundraising mandate and needs conversations with owners or investors fast. Advisors get founder and investor conversations within weeks of a new mandate.

Which Forager products does this recipe use?

Company enrichment, people search, work emails, mobile numbers and prospecting web app. Company enrichment: firmographics for a company from its domain or name: industry, headcount, locations, growth and open roles. People search: find the people who hold a role at target companies, filtered by title, seniority, department and location.

How accurate is Forager data?

Forager ranked #1 of 10 in Clay's 2026 test of mobile data providers, by quality score: Clay's measure of how likely a dialled number reaches the right person. The test that counts is your own: send a list of profiles you care about. We run it and show you what we find, number by number, so you can measure hit rate and connect rate yourself.

How do I find business owners for sell side mandates?

Find companies that fit the mandate by industry, size, location and founding year with POST /organization_search/. Find founders, owners and CEOs (or partners at investment firms) with POST /person_role_search/.

Which tools can run this workflow?

Native in Clay and Zapier, partner-built in Deepline and Cargo and called through the API from Make, n8n and your own code. Or call the endpoints in the steps above from your own code with one API key.

How many steps is this workflow?

4 steps: find companies that fit the mandate by industry, size, location and founding year with POST /organization_search/, find founders, owners and CEOs (or partners at investment firms) with POST /person_role_search/, fetch work_email via /person_contacts_lookup/work_emails/ and Gold mobiles via POST /person_contacts_lookup/phone_numbers/ and run discreet, personalised outreach and log conversations per mandate.

Do I need a subscription?

Not to test: a free account comes with $5 in credits. To keep using Forager, choose a monthly or yearly plan. Monthly plans cancel anytime and unused credits roll over; yearly plans grant all credits upfront and cost 10% less. Larger volumes are agreed with our team.

A selection of teams that run this job on Forager · plus other GTM agencies

  • Clay
    • GTM workflow builders

    Selected use case: Forager mobile numbers, emails and people data inside Clay tables.

  • Juicebox
    • AI candidate sourcing

    Selected use case: Forager data behind its PeopleGPT search and sourcing agents.

  • Nooks
    • Power & parallel dialers

    Selected use case: mobile numbers inside their dialer.

  • LinkedSelling
    • List-building agencies

    Outsourced lead-generation and SDR agency.

  • Stamina
    • Sales engagement

    AI outbound sales platform for small businesses.

  • HubSpot
    • CRM add-ons

    Selected use case: enriching contact and company records with people, company and job-posting data.

  • AltiSales
    • Outbound agencies

    Outsourced SDR and GTM firm.

  • Augustus Global
    • Internal use

    Investment and business development firm in defense, energy, real estate and healthcare.

Start building

Put people, company and job data your users can act on inside your product

Send us a list. We run it, show you what we find, then talk volume and terms.

  • $5 free credits
  • No credit card
  • Run your sample
Platforms and teams that build on Forager
  • Clay
  • Juicebox
  • Nooks
  • Andela
  • HubSpot
  • SeekOut