Deal Sourcer, Every target, sourced, scored, and in your CRM.
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.
- stage
- Source
- pilot
- 4 to 8 wks
- data
- yours
- runs
- 24/7
What is private equity deal sourcing?
Private equity deal sourcing is the process by which a fund identifies, evaluates, and initiates contact with acquisition targets. Proprietary deal flow, deals found before a formal process begins, is a primary competitive advantage because it avoids the auction dynamic that drives up valuations.
AI-powered deal sourcing automates target identification and scoring. A monitoring system continuously scans databases, news, filings, and proprietary sources against the fund's thesis, ranking candidates by sector, revenue size, ownership structure, and growth. Qualified targets are enriched with firmographic and contact data, de-duplicated against the pipeline, and written into the fund's CRM with no analyst intervention, turning sourcing from a periodic manual sweep into a continuous, thesis-aligned stream.
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.
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.
What manual source work actually costs.
- 01Analyst-hour cost per sourced target3 to 6 hrsDone by hand, one search at a time, scored inconsistently.
- 02Days from thesis to first-scored list10 to 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.
How Deal Sourcer runs.
- S01
Scan the market continuously
Monitor target universes, news, filings, and databases against your investment thesis around the clock.
- 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.
- S03
Enrich and de-duplicate
Append firmographics and contacts, and reconcile against deals already in your pipeline.
- S04
Drop clean records into your CRM
Qualified targets land in your deal system, structured and ready for a partner to action.
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.
Anonymized · NDA-protected
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.
Founder-owned roll-up
For a buy-and-build mandate, the system continuously identified founder-owned operators matching size and geography criteria.
What we hand over at the end of the pilot.
A 30-minute, NDA-protected walkthrough on your own process.
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 to 8 weeks on your own data. References available under NDA. Engagement letter, scope, and SLA provided before kickoff.
It monitors the sources you define, databases, news, professional networks, against your fund's thesis, scores each company for fit, enriches the record, and writes qualified targets straight into your CRM. It runs on a schedule, so the pipeline stays full without anyone searching by hand.
$ ./request_walkthrough deal-sourcer_
A 30-minute, NDA-protected walkthrough on your own process. We bring the working system. You bring the questions.