# Deal Sourcing & Screening for Private Equity Analysts

> AI pre-screens deals against the fund's thesis in PitchBook, drafts a one-page summary per target, and pushes the top 10 to partner review — associate time goes to judgment, not triage.

- **Role:** [Private Equity Analyst](https://calish.com/workflows/for/private-equity-analyst/)
- **Category:** [Reporting & Analytics](https://calish.com/workflows/category/reporting-and-analytics/)
- **Specialty:** [Private Equity](https://calish.com/workflows/specialty/private-equity/)
- **Action:** Deal Sourcing & Screening
- **Canonical URL:** https://calish.com/workflows/deal-sourcing-and-screening-for-private-equity-analyst/

## The Problem

Private Equity associates screen 200 deals to fund 2 — the screening work is where deals get missed and where junior time gets burned.

## What We Build

AI pre-screens deals against the fund's thesis in PitchBook, drafts a one-page summary per target, and pushes the top 10 to partner review — associate time goes to judgment, not triage.

## Tools & Integrations

- PitchBook
- DealCloud
- Datasite
- Intralinks
- Zapier

## How It Works

1. **Discovery call.** We map your current deal sourcing & screening process and identify where AI saves the most time.
2. **Build & integrate.** We build the workflow and connect it to the tools you already use — no software changes required.
3. **Review & refine.** You review the results, we fine-tune until it matches your standards, then it runs on autopilot.

## Tool-Specific Implementations

- [PitchBook](https://calish.com/workflows/with/deal-sourcing-and-screening-for-private-equity-analyst-with-pitchbook/) — Deal Sourcing & Screening built natively in PitchBook
- [DealCloud](https://calish.com/workflows/with/deal-sourcing-and-screening-for-private-equity-analyst-with-dealcloud/) — Deal Sourcing & Screening built natively in DealCloud
- [Datasite](https://calish.com/workflows/with/deal-sourcing-and-screening-for-private-equity-analyst-with-datasite/) — Deal Sourcing & Screening built natively in Datasite
- [Intralinks](https://calish.com/workflows/with/deal-sourcing-and-screening-for-private-equity-analyst-with-intralinks/) — Deal Sourcing & Screening built natively in Intralinks

## Related Workflows

- [KYC/AML Review for Private Equity Analysts](https://calish.com/workflows/kyc-aml-review-for-private-equity-analyst/)
- [LP & Investor Reporting for Private Equity Analysts](https://calish.com/workflows/lp-and-investor-reporting-for-private-equity-analyst/)
- [RMD & Distribution Tracking for Private Equity Analysts](https://calish.com/workflows/rmd-and-distribution-tracking-for-private-equity-analyst/)
- [New Client Onboarding for Private Equity Analysts](https://calish.com/workflows/new-client-onboarding-for-private-equity-analyst/)
- [Client Meeting Prep Pack for Private Equity Analysts](https://calish.com/workflows/client-meeting-prep-pack-for-private-equity-analyst/)
- [Portfolio Drift & Rebalance Alerts for Private Equity Analysts](https://calish.com/workflows/portfolio-drift-and-rebalance-alerts-for-private-equity-analyst/)

---

Book a free 30-minute consultation: https://calish.com/contact