UC-403
Proprietary Deal Origination Signals
Watches registries, filings and trade press for ownership and succession signals, and ranks off-market targets against the fund thesis.
TBDBuild Duration
XXXXIndicative ROI
XXXXBuild Cost
XXXXValue
The Challenge
Originators read the same intermediary teasers as every other fund, so proprietary deals come from luck. Registry filings, director ages and shareholding changes are public but nobody reads them at scale.
How It Works
- Reads registry filings, statutory accounts, trade press, job postings and prior deal logs.
- Scores each company on thesis fit, scale and readiness-to-sell signals like ownership change.
- Gives the originator a weekly ranked target list with the signal and the right person to call.
What It Removes
- Manual screening of intermediary teaser emails
- Rebuilding the sector target list every quarter
- Missing an ownership change until it is marketed
Input Data RequirementsCompany registry filings, statutory accounts, trade press, job postings, CRM contact and prior deal history, fund thesis and screening criteria
Output FormatWeekly ranked list of off-market targets with the triggering signal, ownership picture, thesis fit score and a suggested approach route
“We want to reach the owner before the banker does, and right now that depends on somebody remembering a conversation.”