Deal sourcing

Pipeline against your thesis

Financial ServicesResearchSalesforce, Snowflake, Slack
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How a run goes
The steps this agent takes, in order, and what each one leaves behind.
Scans market and proprietary sources

Surfaces targets that fit your investment thesis

Scores fit against your thesis criteria

Enriches each with financials, signals, and ownership

Pushes ranked targets to the CRM

Keeps the pipeline ranked as new data lands

Works inSalesforce, Snowflake, Slack

What it does

  • Surfaces targets that fit your investment thesis
  • Enriches each with financials, signals, and ownership
  • Keeps the pipeline ranked as new data lands

Connects to

Salesforce

Enrich, update, and report on records under your profile.

Snowflake

Query and materialize warehouse data with your existing roles.

Slack

Post briefs and alerts to the right channels.

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Works in the same systems

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Semiconductors

Design-win pipeline

Design wins tracked from sample to production

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Pipeline hygiene

Stale deals, missing fields and slipped dates fixed weekly

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Alternative data screening

New datasets tested for signal before anyone buys them

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Templates that connect to the same systems

All templates on these systems
Sales and customers

Account research desk

Researches an account before a meeting and writes the pre-call brief.

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Research and intelligence

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Tracks hiring activity across chosen companies and job boards and reports meaningful changes.

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Data and analysis

KPI sheet desk

Builds the weekly KPI sheet and chart pack from your warehouse.

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Need it to work differently?

Every agent can be changed: the steps it takes, the systems it uses and who approves what.

Talk to us