Deal Sourcing & Screening for Private Equity Analysts with PitchBook
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 in PitchBook
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. Purpose-built for teams running PitchBook — uses the native API or agent integration so nothing leaves the system of record.
PitchBook Integration Approach
Audit your PitchBook configuration
We map the specific PitchBook objects, custom fields, and workflows the automation needs to touch for your private equity practice.
Build on the PitchBook API or agent
Integration happens inside PitchBook — no data leaves the system, no parallel tool for your team to learn, no license changes.
Human-in-the-loop handoff
Every automation routes exceptions back to a human in PitchBook with enough context to act — AI handles the 80%, your team owns the judgment calls.
See this running in your PitchBook instance
30-minute call. We'll look at your actual PitchBook setup and show exactly how this workflow fits.