
Investment Funds
Pre-deal: sourcing and diligence
DealForge
Pre-emptive sourcing 12 to 24 months before opportunities surface in traditional deal flow, and diligence that today takes six to twelve manual weeks.
01The problem
Everyone has the same databases
- Every fund reaches the same intermediaries, the same platforms and the same auctions.
- Six to twelve manual weeks of diligence on the most important decision in the cycle.
- Signals that are already public, and nobody reading them systematically.
02The agents we build for the fund
AI-Powered Deal Flow & Due Diligence
You see the asset before the intermediary calls, and the diligence team spends its time on judgement instead of extraction.
LeadMiner Fund
Thesis-aligned sourcing from public signals, ahead of the market.
ICP Scorer
Targets ranked against the fund’s own thesis and past deals.
Diligence Copilot
Reads the data room, pulls the metrics and flags what does not reconcile.
Market Research Copilot
Market and competitor research assembled for the IC.
Model Auditor
Checks the target’s model for errors and fragile assumptions.
03How it works
- 01Connect the sources
Data room, CRM, portfolio reporting and fund administration, read where they already are.
- 02Agents run
Each agent holds one job and records what it read and what it produced.
- 03The partner decides
Every output is sourced and traceable. Judgement stays with the fund.
- 04Across the book
Rolled out one company at a time on the same architecture.
04Where this has already run
Talk to us about DealForge
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