Source and screen
Create an opportunity with its context and responsible lead. Keep the acquisition thesis and questions available for the first review.
THE OPPORTUNITY, IN CONTEXT
Keep the deal, its evidence and its next decision together.
A private equity deal pipeline should make the next action clear. Organize sourced opportunities, screening notes, diligence materials and decisions in the same firm workspace as your existing investments.
Acquisition pipelineSYNTHETIC EXAMPLE
Opportunities02
In diligence01
Next decisions02
Apex Network ServicesDiligence · financial questions
Review findingsFieldstone Technical ServicesScreening · acquisition thesis
First reviewYour next opportunityAdd a record and accountable lead
Build pipelineIllustrative records. Explore the full workflow in the demo.
A stage is useful when it explains the work ahead.
Deal teams need to know why an opportunity is at a stage and what must happen before it moves. A pipeline becomes more useful when the evidence and decision history stay with the deal.
Organize diligence
Attach materials and assign the next piece of work. Keep an open question visible until the team has reviewed its evidence.
Record the decision
Distinguish a proposal, an approval and a completed action. Retain the reasoning as the deal develops and the team changes.
Keep the context attached.
| Record | What the team needs to see |
|---|---|
| Opportunity record | Company, context, lead and acquisition thesis |
| Stage and next action | Current work and the decision needed to proceed |
| Diligence evidence | Original materials and unresolved questions |
| Decision record | What the firm decided and the evidence it considered |
Connect the acquisition thesis to the operating plan.
The case for buying a business should remain available when the firm begins to operate it. Preserve the baseline, proposed improvements and conditions behind the thesis so the team can compare its expectations with what actually happens.
Today: a working firm workspace, materials and manual review. External AI and connected systems require configuration and authorized access. The longer-term aim is an operating layer that learns from verified improvements across businesses.
Read the Agentic Equity thesis ↗Make the first workflow count.
Firm dashboard · 6 min
What should a private equity dashboard actually show?
A practical PE dashboard checklist: reporting freshness, reviewed figures, deal decisions and operating owners. Includes a downloadable dashboard requirements worksheet.
Read the guide Choosing tools · 6 minHow to evaluate private equity software with a real workflow
A PE software buyer scorecard for dashboards, deal tools and portfolio reporting. Test source traceability, reporting gaps, approvals, access and export with a small pilot.
Read the guideBefore you start
Is this a PE CRM or a deal workflow?
The firm workspace includes relationships and opportunities, while the deal workflow connects a record to its materials, work and decisions. Use the pilot to determine what should remain in your existing CRM and what the operating workspace should own.
Will agents sign or close a transaction for us?
The live platform organizes work and records. Signing, banking and other consequential external actions depend on configured providers, authorized access and the relevant human decision. The demo does not execute a real transaction.
How do we compare this with other PE tools?
Use the same small, authorized source pack and ask each provider to demonstrate the whole workflow. Our software buyer scorecard gives you a downloadable set of acceptance criteria.