Case study · Aqtas Capital
AI sales agents for financial advisory & M&A.
For a financial consulting and M&A advisory firm in Kazakhstan: an AI agent system that continuously monitors markets, subsidies and tenders, identifies and scores prospects and tells managers who to contact next, plus analytics tooling and a search-optimised website.
- Client
- Aqtas Capital
- Location
- Kazakhstan
- Industry
- Financial consulting & M&A
- Year
- 2026


The challenge
Advisory deal flow depends on reaching the right company at the right moment: a won tender, a new subsidy, a need for capital. Tracking those signals manually across dozens of sources doesn’t scale.
Our solution
We designed a sales system around AI agents that search, read and prioritise around the clock, so the team spends its time on clients and deals.
Find. Score. Engage.
- 01
Monitor
Markets, subsidy programmes and tenders, continuously.
- 02
Score
Prospects enriched, assessed and ranked automatically.
- 03
Engage
Managers get who to contact, why now and a draft.
- 04
Present
Analytics and presentation tooling for M&A work.

Engineering
Under the hood.
- LLM agents
- Web data extraction
- Lead enrichment & scoring
- Analytics tooling
- React
- Static pre-rendering
- Schema.org
- Vercel
Autonomous market intelligence
Agents run continuously across public sources, subsidy registries and tender platforms, turning unstructured pages into structured signals.
Signal-based prospect scoring
Every company is enriched and ranked by concrete triggers, not static databases, so the pipeline always reflects what’s happening now.
Human-in-the-loop outreach
Agents prepare recommendations and first messages; managers decide and send. The firm keeps full control of every relationship.
Search & AI visibility
A fully pre-rendered website with structured data on every page, built to rank in Google and Yandex and to be cited by AI assistants.
Outcome
What it delivers.
Always-on pipeline
Opportunities surfaced continuously, not quarterly.
Focused managers
Agents search and read; people sell.
Visible in search & AI
A fast, structured site that represents the firm.
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Planning something similar?
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- 1
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- 2
A 30-minute call
We understand the goal, the constraints and the systems involved.
- 3
A clear proposal
Scope, timeline and cost in writing, before you commit to anything.
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