Deal sourcing for investment teams

Private Equity Software for Deal Sourcing

Screen inbound deals, check founder footprints, and draft your Monday shortlist. It covers the front of the funnel, not fund accounting.

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Two private equity deal analysts reviewing a ranked shortlist on a monitor in a glass-walled office

What it covers

The sourcing stage of private equity software

Six jobs a deal team repeats every week, handled before the Monday meeting.

Thesis-driven sourcing

Describe the mandate in plain language: sector, geography, stage, check size. The agent searches against that description instead of a generic filter menu.

Inbound deal screening

Decks and cold emails received over the weekend are read, ranked against your thesis, and flagged when information is missing instead of guessed.

Founder footprint checks

Each flagged company arrives with prior companies, public statements, and flags worth a second look, all with sources attached.

First-draft IC memo

A structured memo section covering thesis fit, risks, and sources. The analyst edits a draft instead of starting from a blank page.

Scheduled refresh

Over 40 sources are checked every 4 hours. The shortlist updates itself, with no manual re-entry between your inbox and your CRM.

EU-hosted data

Deal data stays on EU infrastructure out of Zurich, aligned with the GDPR and SOC 2 expectations most funds already answer to.

Why it matters

Sourcing is where deal teams lose the most time

18%

of relevant intermediated deals reach the median PE firm, per Axial research

82%

of private capital professionals now use AI in their sourcing workflows (Affinity Predictions Report, 2026)

50%

of investors name sourcing new deals as their top priority (Affinity Predictions Report, 2026)

40+

sources the Accorata sourcing agent checks, refreshed every 4 hours

How it works

From a mandate to a shortlist in four steps

What the analyst actually does on a Tuesday, minus the copy and paste.

1

Describe the mandate

Write what you buy or back in plain language. Stage, sector, geography, check size, and the red lines that rule a deal out.
2

Connect your sources

Point the agent at Crunchbase, Affinity exports, company filings, and your inbox. It reads what is there before asking for anything new.
3

Set the screening logic

Tell it what disqualifies a deal and what earns a second look. Adjust the logic as you learn what it misses.
4

Review the shortlist

Each company arrives ranked, with sources and a first-draft memo section. You decide what reaches the partners.

Coverage before conviction

Build the Monday morning shortlist before Monday

Most teams still triage inbound by hand on Sunday night. The agent reads what arrived from Friday to Sunday, ranks it against your stated mandate, and flags what it could not verify. The analyst opens a shortlist instead of assembling one. The ranking is only as good as the mandate you wrote, so expect to tighten it over the first few weeks.

Reads inbound decks and cold emails automatically
Ranks against your mandate, not a generic score
Flags missing information instead of guessing at it

Analyst desk with a laptop showing a blurred deal pipeline and a printed one-page memo

Less typing, more thinking

Walk into IC with a memo that has a first draft

For each shortlisted company the agent drafts a structured section: what the company does, why it fits the mandate, the risks it found, and where each claim came from. Partners get a consistent format across deals. The draft is a starting point. Every figure still needs an analyst to check it against the source before the memo circulates.

Consistent structure across every deal in the pipeline
Sources attached to every claim in the draft
Written for a partner who has five minutes per deal

Three-person investment team reviewing an investment committee memo on a tablet

Where it fits

Accorata versus a full private equity suite

A full suite and a sourcing agent solve different problems. Most funds need the second one in front of the first.

Job to be done	Accorata	Full PE suite
Thesis-driven deal sourcing	Core feature, 40+ sources, 4-hour refresh	Varies, often a separate module or add-on
Inbound deal screening	Ranks decks against your mandate	Usually manual triage in the pipeline
First-draft IC memo section	Included, with sources attached	Templates, written by hand
EU data residency	Default, hosted out of Zurich	Depends on vendor and plan
Fund accounting and capital calls	Not covered	Core feature
Portfolio monitoring and LP reporting	Not covered	Core feature

Questions

Common questions about private equity software

What does private equity software actually cover?

The term spans four jobs: deal sourcing and CRM, diligence, portfolio monitoring, and fund accounting with LP reporting. Few products do all four well. Accorata covers the first stage only, from sourcing to a screened shortlist and a first-draft memo section.

Is Accorata a replacement for a full private equity suite?

No. It does not handle fund accounting, capital calls, portfolio monitoring, or LP reporting. It sits in front of those systems and handles sourcing, screening, and the first memo draft. Keep your fund administration platform as it is.

Is Accorata built for private equity or venture capital?

It was built for early-stage VC analysts in Europe and Switzerland. The sourcing, screening, and IC memo workflow is close enough to lower-mid-market PE deal teams that some use it for that stage. It is not tuned for buyout modelling.

Which data sources does the sourcing agent read?

Over 40 sources, refreshed every 4 hours, including Crunchbase, Affinity exports, company filings, and your inbox. You describe the mandate once in plain language. The agent reads what is already connected before it asks for anything new.

How does it work with Affinity, DealCloud, or another CRM?

Flagged companies arrive with sources attached, ready to paste or sync into the CRM you already use. The goal is no re-entry between your inbox, your CRM, and the agent. Check integration scope for your specific system during the briefing.

Where is deal data stored?

On EU infrastructure out of Zurich, aligned with the GDPR and SOC 2 expectations most funds answer to their LPs. Ask for the data processing terms before you load any confidential deal material.

Does the memo draft replace the analyst?

No. The IC memo does not write itself, but it can get a first draft. The analyst still checks every claim against its source, adds judgment, and decides what reaches the partners.

How do I get started?

Request access on accorata.com and book a briefing. Bring one live mandate: stage, sector, geography, and check size. You will see a shortlist against that mandate before you decide anything.

Next step

Bring one live mandate

Book a briefing and see a shortlist against your own mandate before you decide anything.

Request access