Thesis-driven deal sourcing.
An orchestrated workflow.
Turn an investment thesis into a maintained universe of qualified companies. Research agents collect licensed records and public disclosures, resolve entities, establish who controls each business, and explain why a conversation is timely — with the evidence and the gaps visible to the managing director.
All workflowsDefine the mandate
The mandate becomes an explicit, saved filter set: U.S. and Canadian operating companies, US$10–50 million EBITDA, current controlling PE ownership, held six years or longer. Discovery bands for older holds and a wider EBITDA range are kept as separate views, not silently merged.
Discover and resolve companies
The discovery agent retrieves candidates from the licensed company backbone and from BDC investment schedules, then links borrower LLCs, holding companies, brands, and operating businesses into one record per company. Loan positions stay separate; businesses are deduplicated.
Establish ownership and hold period
The ownership verifier builds a dated timeline of acquisition announcements, closing dates, owning funds, recapitalizations, continuation-fund transfers, and exits. A long hold is recorded as a fact; sale intent is never inferred from it.
Qualify fit and explain why now
The financial qualifier reconciles dated EBITDA, currency, and definitions, distinguishing reported from estimated figures. The briefing editor ranks each company on acquisition fit, seller pressure, business risk, and evidence confidence — shown separately, never blended into one score.
Human-in-the-loop control
The managing director decides which owners to approach and who makes the call. Agents research and rank; they never contact a company, sponsor, or intermediary.
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.