Financial Services2–3 weeks to deploy
Deal sourcing
Continuously screens the market for companies matching your investment thesis. The agent ingests news, filings, data provider feeds, and proprietary networks to surface opportunities before they reach banker processes — and scores each against your historical deal criteria.
How it works
- 01
Define thesis parameters
Encodes your sector focus, EBITDA range, geography, and growth profile into a screening model.
- 02
Monitor deal signals
Watches news, M&A filings, cap table changes, executive moves, and industry data for emerging opportunities.
- 03
Score and enrich
Appends financials, management bios, comp set analysis, and thesis fit score to each candidate.
- 04
Deliver pipeline briefs
Produces weekly sourcing memos ranked by fit, ready for IC review.
What you get
- —Pipeline coverage 3× broader with the same origination team
- —60% of screened opportunities enriched before first call
- —IC memos produced in hours, not days
About this agent
- Industry
- Financial Services
- Time to deploy
- 2–3 weeks
- Integrations
- PitchBookCapIQDealCloudLinkedIn Sales Navigator