Investment target screening and detection

3x more targets tracked with the same team

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.

The automated workflow

A structured process for fast, reliable results.

Turning the thesis into criteria

Your investment thesis becomes a usable grid: activity codes, revenue and headcount bands, regions, shareholding structure, financial health.

Scanning public sources

Continuous cross-referencing of the SIRENE company database, the BODACC legal notices bulletin, the national business register and filed accounts keeps the target universe up to date.

Spotting windows of opportunity

Events that open a window are detected: change of management, the founder's age, a capital opening, sustained growth, improving filed accounts.

Alert and target profile

Every target surfaced arrives with a summary profile and the detail of its score, ready for a first call or an introduction.

Tangible results

Targets tracked with the same team

-90%

Time to build a target list

Next day

Alert lead time after a public signal

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: Investment target screening and detection

French public registers form the foundation: INSEE's SIRENE database for the universe, the BODACC for legal notices, and INPI's national business register for management and annual accounts. Your existing subscriptions and proprietary lists enrich the whole.

Each score unfolds to show its components: sector fit, size, geography, event signals. The decision belongs to the team: the system only ranks and justifies.

Targets feed the tool you already use, DealCloud, Affinity, Salesforce or a simple shared spreadsheet. They arrive de-duplicated and linked to existing records.

The thesis grid can be changed in minutes. A new sector, a new region or a different size threshold takes effect from the next scan.

More workflows: Sourcing & Deal Flow

A pre-committee note in 10 minutes

Rapid screening of inbound deals

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.

4 to 6 weeks

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See all workflows: Sourcing & Deal Flow