Purpose-built Solutions

Three pillars that compound together: find the right deals, reach the right companies, and produce IC-ready work faster.

Deal Sourcing

An AI-powered database of marketed deals collected from investment banks and brokers - centralized, searchable, and mapped to your investment mandate

Centralized Intelligence

Aggregate live mandates across intermediaries; no more manual site checks or ad-hoc reminders.

AI Mandate-Matching

Screen by thesis fit (industry, size, geography, and more) and auto-build watchlists.

Real-time Alerts

Get instant notifications when new deals match your mandate.

Coverage Analytics

See which sectors and brokers are driving your pipeline over time.

Sourcing dashboard mockup / animation

Business Development

Email campaign automation tailored for private equity - reach the right companies, at the right time, with the right cadence

Segmented Targeting

Build audience lists by industry focus, prior engagement, and thesis relevance to improve outcomes.

Campaign Management

Plan multi-touch outreach cadence (beyond quarterly pings and ad hoc reminders) and coordinate BD + partner outreach.

Engagement Insights

Weekly summary of engagement metrics across outreach campaigns.

Performance Analytics

Track opens, clicks, replies, and deals-influenced - by contact type and campaign.

Email dashboard / DealCloud-style chart mockup

Investment Research

Research automation across multi-document data rooms with sentence-level sourcing and IC-ready memo generation

Long-context analysis

Cross-document reasoning with citations back to exact pages and sentences.

Templates & Playbooks

Encode your underwriting framework into reusable outputs for consistency.

Thesis Review

Validate assumptions, surface risks, and quickly uncover insights.

Export & Collaboration

Generate IC-ready summaries and share securely with internal teams.

Analysis template / document summary preview

One Platform, Three Engines of Alpha.

Sourcing. Outreach. Research.