Origination and Portfolio Intelligence for Private Equity
Mid-market origination is a numbers game played by hand. Deal teams rely on relationships and spreadsheets to find targets, leaving large parts of the market unseen and unscored.
Investment suitability is assessed inconsistently across financial performance, market positioning, operational capability, and value creation potential - making it hard to compare targets objectively or move quickly when it counts.
Post-acquisition, covenant tracking and EBITDA trajectory analysis happen in periodic reviews rather than continuously, so value-creation plans drift before anyone notices.
Capture. Interpret. Quantify. Report.
Capture
We map and structure the target universe from filings, financials, market data, and proprietary sources - building a live, screenable pipeline instead of a static prospect list.
Interpret
Over 100 custom AI models per assessment evaluate financial performance, market positioning, operational capability, and value-creation potential, surfacing the angles a manual review would miss.
Quantify
Each target receives an Investment Suitability Rating, giving deal teams an objective, comparable basis for prioritising origination effort and commercial due diligence.
Report
Continuous portfolio monitoring with covenant tracking, EBITDA trajectory analysis, and value creation dashboards keeps every thesis on track between board meetings.
Investment Suitability Rating (PE-ISR)
The PE-ISR is a comprehensive investment suitability assessment calibrated for mid-market private equity. It scores targets across financial, market, operational, and value-creation dimensions - turning origination and diligence into a systematic, data-driven discipline.