# Deal Sourcing & Screening for Wealth Managers

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

- **Role:** [Wealth Manager](https://calish.com/workflows/for/wealth-manager/)
- **Category:** [Reporting & Analytics](https://calish.com/workflows/category/reporting-and-analytics/)
- **Specialty:** [High-Net-Worth Advisory](https://calish.com/workflows/specialty/high-net-worth-advisory/)
- **Action:** Deal Sourcing & Screening
- **Canonical URL:** https://calish.com/workflows/deal-sourcing-and-screening-for-wealth-manager/

## The Problem

High-Net-Worth Advisory 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 Addepar, drafts a one-page summary per target, and pushes the top 10 to partner review — associate time goes to judgment, not triage.

## Tools & Integrations

- Addepar
- Black Diamond
- Salesforce Financial Services Cloud
- Google Drive

## 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

- [Addepar](https://calish.com/workflows/with/deal-sourcing-and-screening-for-wealth-manager-with-addepar/) — Deal Sourcing & Screening built natively in Addepar
- [Black Diamond](https://calish.com/workflows/with/deal-sourcing-and-screening-for-wealth-manager-with-black-diamond/) — Deal Sourcing & Screening built natively in Black Diamond
- [Salesforce Financial Services Cloud](https://calish.com/workflows/with/deal-sourcing-and-screening-for-wealth-manager-with-salesforce-financial-services-cloud/) — Deal Sourcing & Screening built natively in Salesforce Financial Services Cloud

## Related Workflows

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

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