Our specialty is identifying new transactions for our institutional investor clients: developing a comprehensive strategy to accelerate the inflow of relevant investment opportunities; leveraging our proprietary technology platform and deal-sourcing algorithm; and increasing the number of attractive opportunities in which you successfully invest.
We typically work with clients through a combination of the steps below, depending on the situation:
- develop a profile of the targets you consider relevant;
- build a target list using social media, web scraping, our proprietary technology, and a range of other techniques;
- solicit the decision makers, e.g., management of target companies;
- due diligence;
- work with you to close the investment.
- Our approach provides buyers with an informational advantage and in some cases a lower purchase multiple. We are often able to identify potential targets in advance of auction, allowing for greater exclusivity and transparency throughout the diligence process. Our approach creates significant value for sponsors in timing, intelligence, and brand.
We lead the first-ever quantitative study of best practices in private equity and venture capital deal origination, based on our work and on our proprietary dataset of over 150 funds' origination pipeline. You can read some of our research in the Journal of Private Equity, Harvard Business Review, and Institutional Investor. You may also be interested in the slides from some presentations we have delivered on this topic to clients, embedded below. Lastly, you can learn more about our research and best practices in our book, The Virtual Handshake: Opening Doors and Closing Deals Online.
