For Financial Institutions
Source. Size.
Diligence.
Market Intelligence for PE, litigation funders, and M&A advisors is coming soon. For launch, we are focused on Community; book a demo if you want to understand the roadmap.
US PI market
$400B
Mergers tracked
59 in 2025
Coming Soon
PI firms in universe
Coming Soon
Attorneys tracked
Soon
Intelligence launch
Demo
By request
The problems we solve
Deal teams keep asking
the same questions.
The questions that don't have a clean data answer in legal services, whether you're underwriting personal injury, family, immigration, employment, or the next vertical that gets investor attention.
"How big is this market, really?"
Every deck has a $400B figure. Nobody can tell you how the universe breaks down by DMA, firm size, practice area, or growth trajectory, because nobody's counted it firm-by-firm.
"Who are the comparable firms for this target?"
Market multiples in PI depend on the peer set. You're stitching comps from Pitchbook, bar rolls, and partner intros, and hoping the comparison actually holds.
"Is this founder's growth claim believable?"
The CIM says 30% YoY. You need independent market context before you underwrite it, but legal services still makes that harder than it should be.
"How is our portfolio performing vs. peers?"
Your portcos tell you they're winning. You want to verify it against the firms that aren't in your portfolio. Today that means a custom consultant engagement every time.
"Where are the next bolt-ons?"
Proprietary sourcing in PI is still relationship-driven. The fast movers want a screen that surfaces firms fitting their thesis, by size, growth, geography, and vulnerability signal.
"How do we position this exit?"
Your portco is about to run a process. You need a market context story, their category position, growth trajectory, moat, backed by something other than hand-crafted charts.
Use cases
Across the full
investment lifecycle.
How deal teams and portfolio operators actually use the platform, from origination through exit.
Defensible TAMs. Real category maps.
Size a PI sub-vertical
Coming Soon. Future vertical maps will be shared when the Intelligence product is ready.
Map a target DMA
Coming Soon. Future market maps will be shared when the Intelligence product is ready.
Validate an investment thesis
Is PI consolidating as fast as the deck claims? Is LSA really displacing SEO? The data makes the hypothesis testable.
Track the consolidation curve
M&A in PI in real time, who bought whom, who's rolling up, which markets are next.
Proprietary pipeline, systematized.
Build a target screen
Firms by size, growth rate, geography, practice mix, Marketing Firm Score. Save the screen, get alerts as firms move into range.
Surface bolt-ons for a portco
Firms adjacent to your portfolio company, geographic or practice-area extensions, sized correctly for integration.
Spot firms under strain
Coming Soon. Future signal views will be announced after launch.
Evaluate roll-up platforms
Assess any existing platform's footprint, integration quality, Marketing Firm Score consistency across offices, and competitive exposure.
Short-list from the universe
Coming Soon is too many. One thesis-aligned short-list of 50–200 firms to initiate outreach or track passively.
Monitor a competitor's pipeline
Track which firms another PE/strategic is talking to, hiring patterns, RFP activity, quiet diligence signals.
Trust but verify, fast.
Validate target's growth claims
Ad spend trajectory, attorney headcount over time, review velocity, web traffic, an independent read on the CIM.
Build a comp set
True apples-to-apples peers on size, growth stage, practice mix, and DMA density, not a convenience sample.
Assess management team
Attorney directory shows firm history, tenure patterns, signals of churn risk or lateral vulnerability.
Stress-test marketing ROI
Target claims $X per signed case. Real-world PI benchmarks by firm size let you triangulate plausibility.
Competitive moat analysis
Is the firm's Findability / Infrastructure / Reputation / Market Activation position defensible, or bought with recent spend?
Commission a custom report
Tailored diligence pack for a specific target, market, or investment thesis, written and delivered by the Firmatics team.
Manage actively. Exit with evidence.
Portco performance vs. peers
Standing benchmark of your portcos against the non-portfolio universe. Know when you're actually winning.
Flag operational risk
Early signals, Marketing Firm Score decline, attorney exits, reputation dips, spend anomalies, flagged before the quarterly call.
Support LP reporting
Defensible market-context narrative for investor updates. No more bespoke research every quarter.
Pre-exit positioning
Assemble the external story that buyers need to see, category leadership, defensible moat, growth runway, grounded in data.
Buy-side evaluation
On the other side of a deal, benchmark the target against your entire universe of options before bidding.
Workflow integrations
Coming Soon. We are not publishing integration promises during the Community-first launch.
Built by legal marketers
We were the ones
your deal teams
were calling.
Before Firmatics existed, PE diligence teams investigating personal injury kept hitting the same wall, no systematic data layer for the market. They'd call former operators like us, pay for custom research, and stitch together what they could.
Firmatics is the platform we always wanted to hand those teams. Built by senior PI marketers who've defended quarterly budgets, run national campaigns across every major DMA, and sat in the rooms where operators answer the questions investors are asking.
$100M+
Managed
3 → 300
Firm sizes served
Decades
Combined
Why this matters for investors
- ✓
We know what's signal vs. noise
Operator-built metrics, not generic SaaS indicators retrofit for legal.
- ✓
We know how firms actually grow
The 3-to-300-lawyer spectrum, we've lived the inflection points.
- ✓
We can translate data into ops
When a portco needs to act on a signal, Advisory can embed senior operators fractionally, same team, same dataset.
- ✓
We're independent of the firms
Firmatics doesn't represent any firm in a deal. The data serves all sides equally.
How FIs engage
Two ways in. Bundled.
Most FIs start with Intelligence and layer custom reports as needed.
RECOMMENDED
Intelligence Platform
Custom pricing · invite-only · annual
Coming Soon. We are not opening the financial-institution Intelligence platform during this Community-first launch.
- Entire universe, searchable + filterable
- Live Marketing Firm Scores + growth signals
- Seat-based team access
- Community bundled at no extra cost
Take the tour
ON-DEMAND
Custom reports
Per-engagement pricing
Bespoke diligence packs and market studies are on the roadmap. Book a demo if you want to discuss future fit.
- Target diligence packs
- Market sizing and sub-vertical analysis
- Pre-exit positioning decks
- Included annually on Intelligence engagements
Request a quote
The next step
Start underwriting
with data.
Request access, we'll schedule a 20-minute qualification call, walk you through the platform against a target of your choosing, and scope the right engagement for your fund.