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Source · Deal Operations

$ run deal-sourcer_

Every target, sourced, scored, and in your CRM.

Automated target sourcing, scoring against your thesis, and clean intake into your deal CRM — so your pipeline is never limited by analyst hours.

Request a walkthroughReferences under NDA
deal-sourcer
stage
Source
pilot
4–8 wks
data
yours
runs
24/7
Live replay

What a single run of Deal Sourcer actually looks like.

Anonymized sample. Numbers and company names are illustrative. The shape of the run — sources, scoring, routing — is what you'd see on your own data.

deal-sourcer · daily run · 06:00 UTC
NDA · live sample
The problem it solves

Proprietary deal flow is the lifeblood of a fund, but sourcing is bounded by analyst hours. Targets are found one search at a time, scored inconsistently, and logged into the CRM days later — if at all.

The best deals don't wait for your team to get to them. A thesis-aligned pipeline shouldn't depend on who had time to look this week.

Cost of standing still

What manual source work actually costs.

  • 01Analyst-hour cost per sourced target3–6 hrsDone by hand, one search at a time, scored inconsistently.
  • 02Days from thesis to first-scored list10–20By the time the list is in the CRM, the best targets are spoken for.
  • 03Targets missed by manual scanning~70%The market doesn't wait for your team's next sweep.
Step-by-step

How Deal Sourcer runs.

  1. S01

    Scan the market continuously

    Monitor target universes, news, filings, and databases against your investment thesis around the clock.

  2. S02

    Score against your thesis

    Rank candidates on the criteria your team actually uses — sector, size, growth, ownership — so the strongest rise to the top.

  3. S03

    Enrich and de-duplicate

    Append firmographics and contacts, and reconcile against deals already in your pipeline.

  4. S04

    Drop clean records into your CRM

    Qualified targets land in your deal system, structured and ready for a partner to action.

See it on your numbers

Move the slider to your scale. Watch the manual cost collapse.

An illustrative model, on your own numbers — not a sales chart. The real figures come from a pilot on your data.

Deal Sourcer · impact modelSource
400 targets
502,000
Manual today300 analyst hrs / year
With this system20 analyst hrs / year

run · query sources → score against thesis → route the best, digest the rest

On your numbers
0
analyst-days saved / year
93% manual effort

Sourcing, enrichment, and thesis scoring run continuously — your team reviews only what's routed.

Want these results on your own deals?

Request a walkthrough

Illustrative model · NDA-protected pilot on your data

Real-world examples

Anonymized · NDA-protected

EX-01

Mid-market software sweep

A fund tracking a vertical-SaaS thesis surfaced and scored hundreds of bootstrapped targets a quarter, with the top tier routed straight to deal partners.

EX-02

Founder-owned roll-up

For a buy-and-build mandate, the system continuously identified founder-owned operators matching size and geography criteria.

What you get

What we hand over at the end of the pilot.

01
A continuously refreshed, thesis-scored target list
02
Automated enrichment and CRM intake
03
De-duplication against existing pipeline
04
Configurable scoring you can tune as the thesis evolves
Ready to scope?

A 30-minute, NDA-protected walkthrough on your own process.

Tooling & economics

Running costs are modest relative to a single analyst's time — typically a few hundred to low-thousands per month in tooling and compute, depending on the breadth of sources monitored.

Detailed line items shared during scoping.

Engagement model

We typically pilot Deal Sourcer over 4–8 weeks on your own data. References available under NDA. Engagement letter, scope, and SLA provided before kickoff.

Standard
NDA
Under NDA
References
4–8 wks
Pilot
Yours
Data
Cloud / on-prem
Deployment
On engagement
SLA
Working with us
Next

$ ./request_walkthrough deal-sourcer_

A 30-minute, NDA-protected walkthrough on your own process. We bring the working system. You bring the questions.