Deal Sourcing

Automate private equity deal sourcing by using defined sector criteria and deal parameters to generate a targeted shortlist of target companies. The pipeline discovers founder-owned companies, checks prior CRM context, and drafts personalized founder outreach emails.

Check if a company is already in your CRM by searching internal Gmail and Slack context to classify relationship status. The process categorizes targets as New, Existing, or Previously Passed, and summarizes prior correspondence for outreach preparation.

Draft personalized founder outreach emails by using prior correspondence context and matching the user's email voice. The process generates concise 4-6 sentence drafts with specific subject lines and soft CTAs, requiring user approval before sending.

Source private equity deals using sector focus, revenue, EBITDA, geography, and ownership parameters. The workflow applies these deal thesis criteria to generate a targeted shortlist of matching companies using external sources like trade publications and competitor landscapes.

Deal sourcing requires user approval before sending outreach emails due to safety guardrails. The workflow generates non-generic email drafts for review, ensuring you maintain control over the actual communication sent to founders.

When you find target companies, the shortlist includes structured company details aligned with your deal thesis. The output provides target company profiles alongside their classified relationship status to streamline your prospecting workflow.