Deal Sourcing

Automate private equity deal sourcing by filtering target companies based on sector, revenue, EBITDA, geography, and ownership type. The skill conducts web research to build a high-quality shortlist and drafts personalized founder outreach emails for your review.

Yes, you can check Gmail and Slack for prior contacts before founder outreach. The skill searches both platforms for previous correspondence or internal mentions to classify targets accurately as New, Existing, or Previously Passed.

Draft personalized founder outreach emails by referencing specific company signals gathered during web research. The skill generates concise four to six sentence emails matching your tone and requires explicit user approval before sending.

Find founder-owned companies by applying sector filters alongside specific revenue and EBITDA ranges, geography, and growth profiles. The skill processes these parameters to research and identify matching target companies for your shortlist.

A CRM is not strictly required to verify company history. The skill performs CRM verification by searching your connected Gmail and Slack accounts for prior correspondence and internal mentions to classify target relationships.

The main limitation of automated email drafting for prospecting is that it requires explicit user approval before sending any outreach. Additionally, drafts are constrained to four to six sentences to maintain conciseness and rely on available web research signals.