SourceCo

SourceCo offers tech-enabled deal generation for financial services, focusing on M&A and advisory. Put simply, it is about building software for you when nothing off the shelf fits.

Who is it for? Mostly companies with a specific process to automate. Related areas on their profile: Finance. They are a small team, 11 to 50 people, which usually shapes who they work with. You will probably talk to the people who build it, which is great until you need 24/7 support.

SourceCo is based in Miami, Florida and founded in 2022. Their site is sourcecodeals.com.

Our checklist for this category: portfolio relevance, who owns the code, and how they handle changes. Get the renewal terms in writing before the first invoice.

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