Deal Pipeline · Private Equity
Automated Deal Intake for Middle Market PE Fund
Built a structured workflow to extract, standardize, and organize financial data from complex documents. Delivered clean, analysis-ready datasets and automated processes to significantly reduce manual effort and accelerate downstream analysis.
How AI turned broker teasers and CIMs into Salesforce opportunities in 30–40 seconds.
15-30 mins/deal
Time Reduction
First-pass opportunity creation fell from ~30 minutes to under a minute.
95%+ Accuracy
Extraction Accuracy
Core deal fields were captured with high reliability from teaser/CIM documents.
Email to Salesforce
Workflow Automation
Detection, extraction, and opportunity creation now run in one automated flow.
The challenge
Broker deal flow arrived by email, with teasers and CIMs buried inside inconsistent attachment packs.
Email chain containing several messages, making it difficult to extract the accurate and latest information.
Analysts had to read unstructured documents to extract company name, industry, revenue, EBITDA, and other key facts.
Creating the Salesforce opportunity by hand made first-pass intake a ~30-minute, copy-paste workflow.
Our solution
Email + attachment detection: Monitored inbound broker emails and identified the relevant teaser/CIM files for processing.
Document extraction: Pulled text from teaser/CIM documents and parsed the fields needed for intake.
Structured field capture: Extracted company name, industry, revenue, EBITDA, and other required details.
Salesforce automation: Created a new opportunity automatically, shifting manual work to review and exceptions.
