M&A sourcing · Capital advisory · Business brokerage
Gatecall puts an AI voice agent to work on your prospect lists — qualifying SMBs interest and routing warm conversations to your bankers. The compliance infrastructure licensed intermediaries actually need is built into every call, by default.
What Gatecall Does
Your AI voice agent works your prospect list, qualifies interest, and surfaces warm conversations — so your bankers spend time on deals, not dials. Every call runs through compliance controls built for licensed intermediaries.
Build a campaign against your SMB owner lists. Your AI voice agent calls, introduces your firm, and qualifies sell-side interest — surfacing warm prospects without tying up bankers on cold outreach. Your team steps in only when a conversation is ready.
Re-engage prior contacts on a schedule. Annual check-ins, post-LOI follow-up, deal-specific outreach — Gatecall keeps your pipeline warm between mandates without manual effort.
When a prospect expresses interest mid-call, the conversation transfers to a banker in real time. Your team engages at the right moment — not before.
Write your call script, select a voice, assign a number, and set your calling windows. No engineering. No weeks of setup. A new campaign can be live in under an hour — and every call it makes runs through the full compliance stack automatically.
The Regulatory Reality
In February 2024, the FCC ruled unanimously that AI-generated voices are "artificial" under the Telephone Consumer Protection Act. The implications for M&A sourcing outreach are significant.
TCPA penalties apply to every non-compliant AI call with no statutory cap. A 10,000-call sourcing campaign represents up to $15M of potential exposure.
AI marketing calls now require prior express written consent. Purchased lead lists where contacts "agreed to be contacted by partners" no longer provide a valid consent basis as of January 2026.
Every AI call must identify the calling party, disclose that AI is being used, and provide a real-time opt-out mechanism — before any business conversation begins.
"The firms that face enforcement action are rarely the ones that were reckless. They're the ones that moved fast, assumed compliance would sort itself out, and discovered the exposure only after the calls had already gone out."— TCPA defense counsel
The Infrastructure
These are not optional features. They are platform-level requirements that run on every call, for every firm, without exception. There is no setting that turns them off.
| Control | What It Does |
|---|---|
| Federal DNC Scrub | Checked in real time immediately before each call. Numbers on the federal registry are blocked. Cache TTL: 24 hours. |
| Reassigned Numbers Database | FCC-operated database. Detects if a number was assigned to a different subscriber since the consent date. The FCC's designated safe harbor check. |
| AI Disclosure Injection | A non-bypassable disclosure segment plays at the start of every call: firm identification, AI disclosure, recording notice, and opt-out instruction — before any script content. |
| Line-Type Classification | Classifies each number as landline, mobile, or VoIP before dialing. Determines which compliance path applies. |
| Recording Consent Routing | 12 states require all-party consent for recording. Calls to recipients in those states are automatically routed through consent scripts before recording begins. |
| Real-Time Opt-Out Detection | NLP classifier on every recipient utterance. Revocation language in any phrasing triggers immediate confirmation, call termination, and platform-wide suppression within seconds. |
| Immutable Audit Log | Every call produces a defensible record: gate check results, disclosure variant played, recording consent outcome, compliance events, and transcript. Retrievable by phone number or call ID in under 60 seconds. |
Built For
Gatecall is purpose-built for a specific regulatory profile. If you're a licensed intermediary running outbound sourcing — this was built for you.
Independent M&A intermediaries running outbound sourcing campaigns to identify SMB owners interested in selling. 5–30 professionals. Operating under the federal M&A broker exemption or as registered broker-dealers.
What they get
Compliant AI sourcing outreach at scale. Qualified conversations delivered to bankers. Compliance infrastructure their general counsel can stand behind.
Placement agents and debt advisors sourcing lower middle market transactions. Similar regulatory profile to M&A boutiques. Often calling the same SMB universe.
What they get
The same compliance layer, configured for capital introduction outreach. Disclosure scripts appropriate for their regulatory context.
Business brokers operating under IBBA or state licensing frameworks. Higher volume, smaller deal size. Similar outbound sourcing workflow.
What they get
A compliance platform designed for their volume and their market — not adapted from a consumer sales tool.
Why It Matters
Designed around the February 2024 FCC ruling, the January 2026 one-to-one consent requirement, California AB 2905, and the 12 all-party recording consent states. Regulatory monitoring is ongoing.
Every tenant attests to their regulatory status at onboarding. The platform verifies broker-dealer registration or M&A broker exemption qualification before accounts are activated.
Every call produces a defensible record. Consent basis, gate check results, disclosure played, recording consent, opt-out status — retrievable in under 60 seconds for legal or regulatory response.
Common Questions
Can't we just use a standard AI calling platform and add compliance disclaimers?
Most AI calling platforms are built for consumer sales outreach and treat compliance as an optional configuration layer — features you toggle on. Gatecall runs federal DNC scrubs, Reassigned Numbers checks, state-specific consent routing, and real-time opt-out detection before and during every call by default. There is no configuration required and no setting to bypass them. An overlay on a non-compliant platform is not a safe harbor.
What happens if we decide not to convert after the pilot?
Nothing obligatory. The pilot is a standalone, fixed-price engagement. At day 60 you have real performance data and a clear basis for the decision. If the numbers don't justify an annual contract, we part ways. If they do, the pilot fee is credited in full against year one.
What does annual pricing look like after the pilot?
Pricing is based on call volume and number of seats, and is discussed at the day-60 pilot review — when you have real performance data to evaluate against. We don't publish pricing publicly because the right structure varies meaningfully by firm size and calling volume.
Do you work with firms that aren't yet running outbound sourcing campaigns?
Yes. Many of the firms we work with are moving from a referral-based origination model to systematic outreach for the first time. The pilot is structured to work whether you have an existing list and process or are starting from scratch. Setup and compliance configuration are included.
How We Work Together
At day 60 you have real data and a clear, evidence-based basis for deciding whether to move to an annual contract. No ambiguity. No sales pressure. Just the numbers.
The pilot is a structured, paid engagement. We handle everything from initial setup through your first 200 calls, each reviewed by our compliance team.
What You Get at Day 60
Real data
Qualified conversations per banker per week. Answer rates. Opt-out rates. Cost per qualified introduction. A clear basis for the annual contract decision.
Duration
60 days
From go-live to pilot review.
What's Included
200+ calls
CRM integration, script build, compliance configuration, and user training. Your first 200+ calls reviewed by our compliance team. Pilot fee credited in full against year one on conversion.
We work with a small number of firms at a time. Pilots are scheduled on a rolling basis.
Gatecall handles the outreach. Your team handles the conversations. And the compliance infrastructure that protects your firm is running on every call — before your bankers ever pick up the phone. We work with a small number of firms. If the timing is right, let's talk.
Or reach us directly: pilot@hypergrowthgtm.com