$ private_equity
deal_ops_
Five systems that run your deal operations end to end — from sourcing through LP reporting. Configured per fund. Deployed under NDA.
- workflows
- 5
- avg pilot
- 4–8 wks
- engagement
- NDA
- references
- on request
- build order
- 12 wks
Each one runs a stage.
Together they run the deal.
Configure per fund. Each workflow is a discrete system you can pilot in isolation, then connect to the others as the engagement deepens.
One continuous flow. From signal to LP distribution.
[01] A deal moves through the platform as one continuous flow. Deal Sourcer keeps a thesis-aligned pipeline full and scored. When a target advances, Diligence Engine turns the data room into a structured first-pass memo your team can act on.
[02] Early Signal works ahead of all of it — surfacing companies likely to come to market months early, so the best opportunities reach you before they're a competitive process.
[03] Once a deal closes, Portfolio Monitor watches the company's health continuously and alerts the responsible partner before problems surface — while LP Operations handles capital calls and personalized reporting, so investor relations scales without the team scaling with it.
How a deal moves through the platform.
Manual deal ops isn't free. It's the most expensive line item most funds don't track.
- 01Analyst hours saved per fund per year1,800+Across sourcing, scoring, intake.
- 02Time-to-memo reduction70%CIM to one-page first draft.
- 03Average signal lead on a process6–12 moBefore it reaches the market.
A 12-week path to the full platform.
| Phase | Workflow | Outcome |
|---|---|---|
| 01Weeks 1–3 | Deal Sourcer | Stand up thesis-aligned sourcing and CRM intake first — pipeline value from day one. |
| 02Weeks 4–6 | Diligence Engine | Add automated data-room review and first-draft memos as deals start flowing in. |
| 03Weeks 7–8 | Early Signal | Layer in leading-indicator monitoring so you see processes forming early. |
| 04Weeks 9–10 | Portfolio Monitor | Connect portfolio data and switch on continuous health scoring. |
| 05Weeks 11–12 | LP Operations | Automate capital calls and personalized reporting to close the loop. |
We typically engage in 12-week pilots. Engagements are NDA-protected, and references are available under NDA. Choose the depth that fits.
Pilot
A single workflow, proven on your data over 4–8 weeks. The lowest-risk way to see it work.
Embedded
We build and operate multiple workflows alongside your team, iterating as your process evolves.
Full Build
The complete deal-ops platform — all five workflows, built, integrated, and handed over.
$ ./request_intro_call_
A short, NDA-protected conversation about your deal operations and where automation fits. References provided under NDA.