Tripling Proprietary Deal Flow for a Software-Focused Private Equity Firm
The firm's deal-sourcing process was inefficient and disconnected, capping how many proprietary targets its team could identify.
3x targets
Built byScend
Builder
Scend
team of 2-5
Scend builds AI agents for core private equity workflows such as originations and market research. Its website presents an AI research platform for building private-market datasets, serving PE firms, M&A advisors, consulting firms and GTM teams. Team of 2 to 5. AI agents and a research platform for PE originations, market research and sales automation.
Industries
Financial ServicesProfessional ServicesHealthcare & Life Sciences
Functions
Investing & DealsSales & RevenueOperationsFinance & Accounting
Builds
Process Automation
Private equity
Works with PE firms and portfolio companiesFund-level AI1 PE solution on file
Solutions
4 on fileSurfacing 50+ More Qualified Buyers Than Three Leading Banks
The family office had limited buyer identification and relied on multiple leading banks that still surfaced an incomplete set of qualified buyers.
50+ buyers
Built byScend
Keeping Deal Teams Aligned on Investor Sector Focus Without Manual CRM Work
The firm found it hard to keep teams aligned on investor sector focus, and doing so depended on manual Salesforce updates that were time-consuming to maintain.
4x focus
Built byScend
Building Geo-Specific Investment Themes Before Every Deal Sprint
The firm needed geo-specific services investment themes prepared ahead of each deal sprint, research-intensive work when done manually across fragmented private-market.
Sprint-ready
Built byScend