Company brief & why-now.
An orchestrated workflow.
When a company clears the screen, assemble the brief a senior dealmaker needs before a first conversation: why it fits, what has changed, who controls it, who at the firm should make the approach, what the evidence supports, and what is still unknown.
All workflowsState the fit
The assembler explains, in the mandate’s own terms, why the company qualifies: sector, scale, ownership structure, and geography, with each material fact linked to its dated source.
Establish why now
The timing analyst gathers ownership age, fund context, debt maturities, valuation movements in lender marks, management changes, and any sale-process evidence — and labels each as corroborated or inferred.
Find the path in
The relationship agent surfaces prior contact with the sponsor, company, banker, or executive, identifies the relationship owner, and proposes an introduction route the MD can accept or override.
Challenge the brief
An adversarial reviewer tests every claim against its citation, separates fact from inference, and lists the open questions: for example, only acquisition-year EBITDA available, or an unresolved borrower-to-subsidiary match.
Human-in-the-loop control
Estimated ranges never become reported figures. A loan markdown is never presented as a discount to equity value. The MD owns the decision to advance, watch, or pass.
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.