Source and screen targets with live company intelligence, run a structured origination pipeline, and manage every approach from your own inbox — one platform instead of spreadsheets plus a generic CRM.
Built for PE and growth equity teams, family offices and the advisors who source for them.
Screen against current company data — sector, geography, size and funding signals — instead of a static list someone has to maintain.
Turn an investment thesis into a ranked target list: sector, geography and ticket-size criteria produce a shortlist you can act on today.
Statuses update from real engagement — approached, in discussion, NDA signed — so the Monday pipeline review reads from live data, not memory.
Approaches send from your email account, paced for deliverability, with delivery and engagement tracked per target.
Gate detail behind an NDA flow and run diligence through the built-in data room — origination and execution in the same workspace.
Run multiple theses and processes side by side, each with its own pipeline, target list and engagement picture.
From investment thesis to live conversations in days.
Set sector, geography and size criteria — dealOS screens live company intelligence into a ranked target list.
Reach out from your own inbox with engagement tracked per company, and gate detail behind NDAs as interest firms up.
Work conversations through diligence in the data room, with a live pipeline view across every mandate.
Software that helps PE and growth equity teams find, screen and pursue investment targets: company intelligence for origination, thesis-based screening by sector, geography and size, a structured pipeline, and tracked outreach — replacing spreadsheets and a generic CRM.
dealOS combines live company intelligence with its own curated base of companies and investors, so screening starts from current data rather than a static list you have to maintain.
Yes — approaches send from your own inbox with engagement tracked per target, NDAs gate the detail, and a data room handles diligence materials, so origination and execution live in one workspace.
Private equity and growth equity investors, family offices and corporate development teams running buy-side origination, and the advisors who source for them.
Sourcing, screening, outreach and diligence — one platform from dealOS.