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The platform

The managing director’s
workspace.

An opportunity briefing, a searchable company universe, sponsor and relationship intelligence, and a pipeline with owners and next actions. Research agents do the collecting, matching, and verifying, and show their evidence and their gaps.

Explore the company universe
The managing director’s briefing Illustrative preview · fictional companies and people
Illustrative opportunity universe for a fictional business services mandate
CompanySponsor / fundHeldEBITDAWhy nowEvidence
Northgate Facility ServicesOhio, U.S.Halberd Partners · Fund IV6.8 yrsAcquired Nov 2019US$24mFY25 · reportedFund IV past its investment period; term loan matures 2027Corroborated
Cedar Ridge LogisticsOntario, CanadaMarlowe Capital · Fund III7.1 yrsAcquired Aug 2019C$41m → US$30mFY24 · lender estimateContinuation fund declined in 2025; CEO transition announcedPartial
Lakeshore Compliance GroupIllinois, U.S.Tamarack Equity · Fund II6.2 yrsAcquired Jun 2020US$14mFY25 · reportedNew lender at 2026 repricing; add-on program pausedCorroborated
Meridian Field TestingTexas, U.S.Halberd Partners · Fund IV6.1 yrsAcquired Jul 2020UnknownAcquisition year onlySponsor exited two comparable holdings in 2026Gap
Brightwater Route ServicesAlberta, CanadaAshford Growth · Fund V8.0 yrsAcquired Sep 2018US$42mFY25 · reportedSale announced; moved to the exited viewExited
Selected company

Cedar Ridge Logistics

Marlowe Capital · Fund III (2018 vintage) · held 7.1 years

Acquisition fitHighSeller pressureModerateBusiness riskLow–moderateEvidence confidencePartial

Why this fits

Contract logistics for industrial customers, control-owned by Marlowe since 2019, inside the mandate on scale and geography. Original sponsor and current owning vehicle are the same.

Why now

Fund III is beyond its investment period. A 2025 continuation transfer was explored and did not proceed. A new CEO started in Q2 2026. Sale intent is not established.

Who to call

The relationship owner met Marlowe’s deal team on a 2024 process. Suggested route: partner-to-partner conversation before any intermediary contact.

Sources

Acquisition release (Aug 2019) · Marlowe portfolio page (Sep 2026) · BDC 10-Q schedule (Jun 2026) · Firm CRM note (Nov 2024).

Next action

Resolve the entity match and confirm a dated EBITDA before the first conversation. Owner: the relationship partner.

MD decision required
Fit, seller pressure, business risk, and evidence confidence stay separate. A priority is a ranking aid, not a probability of sale.Illustrative sample run · no live vendor connection
The views

Each screen answers
one decision.

The workspace is arranged around what a senior dealmaker decides, not around document types. Every material number opens its dated source, and corroborated facts are distinguished from inference.

Daily briefing

New qualified companies, significant changes, active priorities, and upcoming conversations. Where to spend time today.

Opportunity universe

Company, sponsor and fund, control status, hold period, EBITDA and its period, seller signals, and evidence status. Which opportunities to pursue.

Company brief

Investment fit, ownership timeline, financials, credit context, relationship path, and research gaps. Whether to advance a conversation.

Sponsor intelligence

Portfolio map, holding periods, owning funds, exits, and relevant deal-team relationships. Where an origination angle may exist.

Relationship view

Prior contact, relationship owner, permitted meeting history, and introduction options. Who should make the approach.

Pipeline and research activity

Watch, research, prioritized, contacted, active process, passed, exited. Alongside it, the actual workflow progress: new evidence, conflicts, failed steps, and review requests.

Where the decision is made

One screen.
Every reason to call.

The managing director opens a prioritized briefing, not a queue of documents. Each company carries its sponsor, hold period, dated financials, seller signals, the firm’s relationship path, and the questions still open. Every material number opens its dated source.

One record per company Sponsor and fund context Relationship owner named Research gaps visible
See the company brief workflow
A darkened boardroom table facing floor-to-ceiling windows and a hazy city skyline at dusk
Research agents

A mandate becomes
a repeatable workflow.

Define the mandate. Discover companies. Resolve identities. Establish ownership. Qualify financial fit. Find reasons to engage. Add relationship context. Prepare the decision brief. Monitor what changes. Each step is visible, dated, and sourced.

The research workspace Interactive example · fictional companies and people
The managing director’s mandate

Find U.S. and Canadian business-services companies with US$10–50m EBITDA, held by a PE sponsor for six years or more, and explain the reason to approach each owner.

01

Discovery

Collect licensed records and BDC schedules

Research agent
02

Ownership check

Verify control, closing dates, and owning fund

Research agent
03

Financial fit

Reconcile dated EBITDA, currency, and definitions

Research agent
04

Opportunity brief

Rank fit, timing, and evidence separately

Research agent
The briefing

Business services mandate · Opportunity briefing

Twelve companies qualified from 140 candidates. Four carry a corroborated reason to engage now. Three need a dated EBITDA figure confirmed before a call. Two companies moved to the exited view after announced sales.

MD decides next action
Sourced findings. Visible gaps. One decision for the dealmaker.Powered by Top Bucket AI
A considered architecture

People, evidence, agents.
One connected system.

The interface is where the managing director decides. The research layer collects, matches, and verifies. The knowledge layer holds one record per company with provenance on every fact. The infrastructure layer keeps it all inside your boundary.

01 / Interface

Where the decision is made

Opportunity briefing

Prioritized companies with reasons attached

Company and sponsor views

Timelines, financials, relationships, gaps

Pipeline and review

Owners, next actions, approvals, dispositions

02 / Research

How the evidence is built

Specialist agents

Discovery, ownership, financial fit, briefing

Deterministic calculations

Dates, amounts, hold periods, currency, scores

Verification layer

Citation checks, conflicts routed to review

03 / Knowledge

What the firm knows

Company and ownership graph

Companies, sponsors, funds, lenders, people

Evidence register

Every fact with its source, date, and snapshot

Relationship memory

Permitted contact history and pass rationale

04 / Infrastructure

Where it runs

Isolated AWS VPC

Single-tenant, private subnets only

Amazon Bedrock

Model inference over private endpoints

AWS KMS

Encryption under customer-managed keys

Connected data

The sources behind
every decision.

Providers are selected on verified coverage of your targets, freshness, provenance, and usable integration rights, and confirmed on a validation sample before any connection is described as live. Rights for retrieval, storage, AI processing, display, and export are confirmed during scoping.

PitchBookS&P Capital IQ ProFactSetSEC EDGARSOLVE BDC dataCrunchbaseCVCA researchSponsor websitesDealCloudSalesforceOutlookSharePointAuthorized data rooms

Connection states, stated plainly

Each source is shown as connected, available through your license, planned, or unavailable. Vendor coverage claims are never presented as a qualified acquisition list.

Public disclosures, collected carefully

BDC 10-K and 10-Q filings are located through the SEC submissions API and parsed at the schedule level, with snapshots cached and fair-access limits observed.

One record per company

Borrower LLCs, holding companies, brands, and operating businesses resolve to a single record. Loan positions stay separate; businesses are deduplicated.

Delivery formats

Documents follow
the decision.

When an opportunity is worth advancing, the record already holds the evidence. Briefs, models, and slides are generated from it on request, in your firm’s templates, with sources carried through. They are outputs of the work, not the point of it.

Company brief and IC memo

Expanded from the five-section brief, every material fact linked to a dated source.

Excel model

Financials, ownership timeline, and capital structure in your template. Estimates stay labeled.

PowerPoint

Sponsor maps and opportunity summaries rendered in the firm’s deck format.

CRM write-back

Pipeline stages and dispositions synced to DealCloud or Salesforce after a person approves.

Your next mandate

Bring a real mandate.
Leave with a short list.

Evaluate a sourcing workflow on authorized sample data, with the evidence and the gaps in view.

Discuss your mandate