Deal Sourcing & Screening for Wealth Managers with Addepar
Run deal sourcing & screening on autopilot inside Addepar.
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 in Addepar
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. Purpose-built for teams running Addepar — uses the native API or agent integration so nothing leaves the system of record.
Addepar Integration Approach
Audit your Addepar configuration
We map the specific Addepar objects, custom fields, and workflows the automation needs to touch for your high-net-worth advisory practice.
Build on the Addepar API or agent
Integration happens inside Addepar — 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 Addepar with enough context to act — AI handles the 80%, your team owns the judgment calls.
Frequently asked
Does this deal sourcing & screening automation work natively in Addepar?+
Yes — we build directly on Addepar's API or agent integration. Your data stays in Addepar, your wealth managers keep the same login and UI, and there's no parallel system for the team to learn.
What Addepar configuration do we need before deployment?+
We work with your existing Addepar setup. During discovery we map the specific objects, custom fields, and workflows the automation touches — no rip-and-replace required for high-net-worth advisory teams.
Can Addepar handle deal sourcing & screening on its own?+
Addepar handles configuration; AI handles judgment. Native Addepar workflows route deterministic tasks; our automation layer adds the AI judgment Addepar doesn't ship out of the box — document classification, exception triage, drafting.
Is Addepar the right tool for deal sourcing & screening for wealth managers?+
Addepar is widely used among high-net-worth advisory teams precisely because of its data model around deal sourcing & screening. We've deployed this workflow on Addepar for similar firms and the integration is well-trodden.
What's the typical ROI of deal sourcing & screening automation in Addepar?+
For high-net-worth advisory firms running Addepar, automation typically pays back inside the first quarter — measured against the loaded cost of the wealth manager hours absorbed. Higher volumes deploy faster.
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See this running in your Addepar instance
30-minute call. We'll look at your actual Addepar setup and show exactly how this workflow fits.