SEE IT RUN
What goes in, what the agent does, and what your team gets back, with every figure linked to its source.
CLIENT RESULTS
Client names withheld.
01
Thesis-based target lists from a database of 2M+ companies, scored on fit and deal-ability, with decision-maker contacts and outreach ready to send.
Delivered through
Strategy Consulting
AI Deployment
Strategy Consulting
Boutique investment bank
Days
from mandate to a shortlist with decision-maker contacts
The challenge: sourcing qualified targets in New Jersey across IT, healthcare and industrials took significant time using standard lists, and tight mandate criteria meant most names needed screening before they counted as real targets. What we did: built a focused target universe for the mandate and priority sectors, screened and prioritised targets on fit and actionability, compiled the right leadership contacts for each target, and drafted ready-to-send first-touch emails. The outcome: a clean, criteria-matched shortlist and executive outreach ready to send.
02
Every teaser and CIM screened against your criteria, with the reasons and red flags, so the bar doesn’t move from partner to partner.
Delivered through
AI Deployment
AI Deployment
Private credit firm
100+
relevant deals surfaced a week
The challenge: relevant deals were spread across many sources and five target sectors. What we did: set up configurable screening against the firm’s criteria, across five sectors. The outcome: 100+ relevant deals surfaced every week for the team to review.
03
Forward a teaser and it lands in DealCloud or Salesforce with the key fields filled in and a first score, each field traced to its page.
Delivered through
AI Deployment
AI Deployment
US mid-market PE firm
Under 1 min
per deal, down from about 30 minutes of manual entry
The challenge: deal flow landed in several partners’ inboxes with no shared record of what had arrived, screening standards shifted from partner to partner, and the CRM ran as a backlog. What we did: the deal team forwards a teaser or CIM to one address with no form or setup; company, financials and a first score are written straight to the CRM record; every field traces back to the page it came from, and the score runs against thresholds the firm sets. The outcome: under 1 minute per deal, with 95%+ field accuracy.
