Private equity origination
The sourcing desk the fund never had to hire
Agents defined the markets, researched 904 owners and ran outreach behind a lower-middle-market fund's own brand.
- 904
- owners researched
- 5
- markets
- ~330h
- absorbed
AI workflows for deal teams
Proprietary AI agents and workflows for deal teams.
Analyst3 designs, builds and supports proprietary AI workflows for M&A advisors and private equity investors – across sourcing, execution and the work in between, on the systems you already use, and owned by you.
Asset controlYou own your workflows & data
Approve-firstNothing goes out without your sign-off
Domain focusBuilt by people who have run deals
Who we serve
Two sides of the deal. One partner who has sat in both seats.
Advisory firms, investment banks and business brokerages
M&A Advisors
- Seller sourcing, referral nurture and seller education
- Buyer universe screening and buyer outreach
- Teaser and CIM drafting, data room and diligence Q&A
- Buyer process tracking, CRM upkeep and reporting
Funds and independent sponsors
Private Equity
- Proprietary origination, market maps and add-on sourcing
- Inbound CIM and teaser screening against your criteria
- Diligence synthesis and IC memo drafting
- Portfolio KPI, LP and investor reporting
What has changed with AI
The deal work is the same. The layer underneath it is not.
Judgment, relationships and the negotiation stay with your team. The repeatable work around them – once priced in analyst hours – is what compresses.
Stays with your team
- Originating the relationship
- Judgment on value and fit
- Running the negotiation
- Accountability to clients and LPs
The layer underneath
- Target and buyer lists
- Screening and qualification
- Enrichment and data hygiene
- CIM, teaser and IC drafting
- Data room review
- Meeting capture and follow-up
- Client, portfolio and LP reporting
How it works
We map the work, build it by hand first, then hand it over.
Start with a strategy and workflow audit that finds where AI creates the most leverage and maps the path forward. The first workflow goes live in weeks, and the workflows we build for you are yours, with no lock-in.
Phase01
Strategy and workflow audit
We map where your team's hours go and come back with a ranked shortlist quantified in hours and dollars, and a roadmap before anything is built.
- Quantify the manual hours across the deal lifecycle
- Rank workflows by impact, risk and effort
- Leave with a ranked roadmap, not a list of everything possible
Phase02
Build
The highest-value workflow goes first. We run it by hand on live deals until you sign off on the output, then wire it into your systems – no rip-and-replace, and you own the workflows and data from day one.
- We run it by hand on live deals while the build happens behind it
- Integrated into your existing stack
- You own your workflows and data; the platform is licensed to you, no lock-in
Phase03
Support and expand
Every draft queues in one review dashboard. We monitor and tune what is live, then build the next workflow – each one faster than the last.
- Monitored and tuned against your firm's criteria
- Expand one workflow at a time by impact
- Quarterly reviews against the pre-launch baseline
Success stories
What the workflows delivered in the field.
PE-backed acquirers
The capacity of a bigger team, without the hires
A boutique advisory firm runs five times as many buy-side searches at once – AI agents building lists, running outreach, following up and reporting – without adding headcount.
- 5x
- searches at once
- 0
- added headcount
- Nonstop
- follow-up
Buyer screening & research
More than four times the buyer reach, screened one firm at a time
Agents screened 1,028 sponsor firms and read 9,835 company pages and portfolio holdings to source 2,602 buyers across two live mandates.
- 4.5x
- more buyer reach
- 1,028
- firms screened
- ~1,330
- hours returned
Direct owner outreach
Direct outreach turned into a scalable growth engine
AI agents ran the prospecting – 63 meetings in 10 weeks at a 95% show-rate, roughly 800 hours saved, and reply rates up 14×.
- 63
- meetings, 10 wks
- ~800
- hours saved
- 14×
- more replies
CIM preparation & drafting
Most of the CIM was written before the team touched it
A 48-slide sell-side CIM drafted from the client's intake pack. 31 of the 40 content slides arrived written, and the process reached buyers on the original date.
- 31 of 40
- slides pre-written
- 48
- slide CIM delivered
- On time
- in front of buyers
Buy-side target sourcing
Buy-side searches that open doors sell-side can't
A growing boutique now offers buy-side search – a service it couldn't resource before – with AI agents building the target lists and running outreach behind its brand, opening relationships with buyers and owners alike.
- More buy-side mandates it can take on
- Relationships with buyers and owners
- AI agents run it behind the firm's brand
Origination & meeting booking
A full origination desk a two-partner shop couldn't hire for
The prospecting that ate partner hours – research, outreach, reply handling, scheduling – now runs on AI agents, so the partners spend their time meeting owners who fit.
- ~21 days
- to signed mandate
- ~$350K
- estimated fee
- 0
- added headcount
Seller sourcing & qualification
Qualified sellers, without the founder's prospecting hours
A boutique advisory firm swapped a junk-lead cold-email agency for AI agents that write in the founder's own voice – bringing in right-sized owners who genuinely want to sell.
- ~1,200h
- returned to the founder
- ~$90K
- value of time returned
- Qualified
- not junk leads
Productized buy-side practice
A sell-side brokerage adds a buy-side practice
A sell-side brokerage stood up a paid buy-side practice – a whole new service line – powered by AI agents that Analyst3 built, without building the machinery itself.
- 12
- buy-side mandates
- 2,052
- owners contacted
- 67
- owner meetings
Client voices
Deal teams trust Analyst3 with the work that matters.
Advisors, brokerages and acquirers on what changed after the workflows went live.
“Finding and engaging acquisition targets at scale is one of the hardest operational problems in M&A. We attempted to solve it with AI-driven outreach on our own and came up short. Analyst3 changed the equation entirely. Their combination of AI fluency and business judgment in the context of M&A is genuinely differentiated. I'd recommend them to any firm running a serious acquisition search.”
Peter StonebergManaging Director, Weild & Co.“Our AI agents have helped deliver better results than any outsourced agency we've used. Over a two month period, we booked 50+ meetings and saved 500 hours of manual work. We’ve also been able to unlock significant value from a lead database we had been paying for but were barely using. Analyst3 truly understands how the M&A space works.”
Aldrin Raphael FernandesPresident, A R Business Brokers“Analyst3 helped us add a new dimension to our outbound sourcing. In the first few months of implementing agentic solutions, we signed a sell-side engagement, with many subsequent meetings converting to concrete opportunities.”
Charlie TabenPartner, Wall & Main“The AI agents Analyst3 built streamline our target list creation, outreach, and follow-ups – allowing us to scale our search mandates significantly.”
Boyd BurtonPresident, Speedwell MonacoThe team
The people building have run the work themselves.
Investment banking and buy-side corporate development on one side, production AI on the other.
$20B+
of transactions across Canadian bulge-bracket investment banks
$1B+
of acquisitions closed in corporate development, on the buy side
30+
AI projects deployed to production, leading AI teams at one of Canada's largest telecoms
Trust
Built for confidential work.
Your clients and investors trust you with their most sensitive information. Analyst3 builds AI agents that run inside your environment, with permissions aligned to client, fund, deal and team boundaries – so confidential data stays isolated, governed by your retention rules, and aligned with your compliance and records-keeping requirements. You own the code and the data, and you're never locked in.
Free guides
Putting AI to work in your firm.
When to start, what to weigh, and the mistakes to avoid – with a ten-question readiness check.
AI in M&A Advisory
Implementation Guide
For M&A advisors
Advisory firms, investment banks and business brokers.
Download the guideAI in Private Equity
Implementation Guide
For private equity
Mid-market funds and independent sponsors.
Download the guideFAQ
Frequently asked questions.
The questions deal teams ask before they commit.
What exactly does Analyst3 do?
We design, build and support custom AI workflows and agents for M&A advisors, business brokerages and private equity investors. The work runs across sourcing, screening, diligence, reporting and the admin in between – inside the systems your team already uses. Engagements start with a strategy and workflow audit that ranks your highest-impact workflows before any build begins.
Do we actually own what you build?
You own your data and the workflows and custom code we build for your firm – running in your own accounts and infrastructure. Those sit on Analyst3's platform components, which you hold on a perpetual licence – no lock-in, so nothing stops if we part ways. What stays ours is the reusable platform and pre-existing IP we bring to every client – you don't need to own that to keep running everything we built for you.
How long until the first workflow is live?
Weeks, not quarters. After the audit, the highest-value workflow goes first and we run it by hand on live deals while it is built, so your team sees real output early rather than waiting on a big-bang rollout.
How do you handle confidential deal material?
Permissions are aligned to fund, deal and team boundaries, data sources and retention rules are documented, and your data stays isolated and governed. Nothing reaches a buyer, seller, owner, client or LP until someone at your firm approves it, and agent inputs and outputs are traceable where technically available.
Can you work within our compliance and records-keeping requirements?
Yes. We build inside your environment wherever possible and design each workflow to fit your firm's regulatory and records-keeping obligations – including communications archiving, supervision and retention rules – rather than around them. If your firm has specific requirements, we map them in the audit before anything goes live.
Will this replace our analysts?
No. It removes the repeatable work analysts and associates should not be spending nights on – extraction, list building, screening, CRM hygiene, status reporting – so they spend more of their time on the analysis, modelling and live deal work that builds judgment, and the senior team gets better work back, faster.
Who is Analyst3 built for?
Deal teams on both sides of the transaction: M&A advisors, investment banks and business brokerages, and private equity funds and independent sponsors – firms that want a partner who understands the transaction, not a generic automation shop.
Start with a strategy and workflow audit.
We map where your team's hours go and come back with a ranked shortlist of what to automate first, quantified in hours and dollars, and a roadmap before anything is built.