Rapid screening of inbound deals

A pre-committee note in 10 minutes

A mid-market fund reviews 80 to 100 opportunities for every deal it closes, a conversion rate of around 1.5%. Every teaser and information memorandum requires careful reading, extraction of the key metrics and a comparison with the thesis. The work is shared among analysts whose reading grids vary from one person to another, and the genuinely interesting opportunities sometimes surface late in a competitive process.

The automated workflow

A structured process for fast, reliable results.

Uploading the document received

The teaser, information memorandum or set of accounts is uploaded to the interface, whatever its original format.

Metric extraction

The document is read and structured: business, revenue, EBITDA, growth trajectory, shareholding, expected valuation, points of attention.

Comparison with the thesis

Automatic comparison with your investment criteria and with deals already reviewed, highlighting gaps and internal comparables.

Pre-committee note

A note in your format, with a reasoned recommendation and the list of questions to put to the intermediary.

Tangible results

10 min

For a complete pre-committee note

-70%

Time spent processing inbound flow

100%

Opportunities reviewed with the same grid

Up and running in 4 to 6 weeks

From specification to deployment, with visible results from the first few weeks.

Rapid scoping (1 week)

Working prototype at the halfway point

Deployment and training included

Frequently asked questions: Rapid screening of inbound deals

The template follows your note, section by section, so the committee finds its usual landmarks and can compare opportunities with one another.

Every opportunity stays indexed with its reason for rejection. The resulting base becomes the fund's memory: finding a deal reviewed two years earlier takes seconds, which matters when a company comes back to market.

Processing takes place in a dedicated environment hosted in Europe, ring-fenced by deal, with an access log. Your documents are used only for your purposes and are never used to train a model.

The system prepares the material: extraction, comparison, a first reading. The analyst spends their time assessing the opportunity, building the thesis and managing the relationship with the intermediary.

More workflows: Sourcing & Deal Flow

3x more targets tracked with the same team

Investment target screening and detection

A boutique fund covers its market with two or three analysts. Yet French public registers hold most of the useful signals: filed accounts, changes of management, register filings, legal notices. There is not enough time to exploit them continuously, and coverage stays partial. The median fund captures 17.6% of the relevant deal flow in its target markets according to Sutton Place Strategies' Origination Benchmark Report, which leaves most sale windows closing before the first contact.

4 to 6 weeks

Discover

See all workflows: Sourcing & Deal Flow