Deal Sourcing & Screening for Private Equity Analysts
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
How It Works
Discovery Call
We map your current deal sourcing & screening process and identify exactly where AI saves the most time.
Build & Integrate
We build the AI workflow and connect it to the tools you already use — no software changes required.
Review & Refine
You review the results, we fine-tune until the workflow matches your standards — then it runs on autopilot.
Ready to automate deal sourcing & screening?
Book a free 30-minute call. We'll walk through your current process and show you exactly how this workflow would work for your team.