Watchlist & passed-deal monitoring.
An orchestrated workflow.
Keep every company the firm has evaluated, watched, or passed on under continuous observation, so an ownership change, a maturity, a management transition, or a new disclosure reaches the right MD while it still matters.
All workflowsRegister the watch
Each company carries its original thesis, the reason the firm passed or paused, and the conditions that would reopen the conversation — written by the deal team, not inferred.
Detect what changed
The detection agent refreshes disclosures as they are published and checks ownership, leadership, and financing events on a schedule, recording each observation with its source and date.
Assess the signal
The assessor compares the change against the reopening conditions and explains its significance in plain language, distinguishing an announced exit from a completed one.
Route the alert
The coordinator sends the alert to the relationship owner with the evidence attached and logs the MD’s disposition: reopen, keep watching, or close.
Human-in-the-loop control
The deal team defines the reopening conditions and owns every disposition. Alerts inform a person; they never trigger outreach.
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.