Workflow catalogue
A menu of deal work, ready to automate.
Candidate workflows across the deal lifecycle, for M&A advisors and private equity investors – each with a defined trigger and a primary output. Your audit picks the first two.
Sourcing & origination
| Workflow | Trigger | Primary output |
|---|---|---|
Market mapping & thesis researchData sources, CRM · Measured by companies researched | New thesis or sector focus | Segmented company universe with fit notes |
Target profiles against your criteriaData sources, CRM · Measured by companies researched | Company added to the universe | Profile scored against size, ownership and sector criteria |
Proprietary owner outreachEmail, CRM · Measured by owners contacted | Approved target list | Personalised sequences in the partner's voice, held for approval |
Add-on sourcing for portfolio companiesData sources, CRM · Measured by companies researched | New platform or add-on thesis | Ranked add-on target list for the portfolio company |
Conference & event follow-upEvent lists, email, CRM · Measured by contacts followed up | Conference or event attended | Attendee research, personalised follow-ups and CRM updates |
Target monitoring & trigger alertsData sources, CRM · Measured by companies monitored | Ongoing, or a news, ownership or leadership change | Alerts on watched companies with a suggested next action |
Intermediary & banker coverageCRM, email · Measured by contacts covered | Ongoing, or a new deal announced | Banker coverage map and timely touchpoints |
Screening & evaluation
| Workflow | Trigger | Primary output |
|---|---|---|
Inbound CIM & teaser screeningInbox, data room, docs · Measured by opportunities screened | CIM or teaser received | Key facts extracted, fit score and screening brief |
Company research & profilesData sources, docs · Measured by companies researched | Opportunity passes the first screen | Company profile – business, market, management and news |
Preliminary financial analysisSpreadsheets, docs · Measured by analyses produced | Financials received | Normalised financial summary and key metrics |
Valuation & comparable transactionsData sources, spreadsheets · Measured by valuations produced | Opportunity under evaluation | Indicative valuation, trading comparables and precedents |
Management meeting preparationCRM, calendar, docs · Measured by meetings | Management meeting scheduled | Pre-meeting brief and question list |
IC memo draftingDocs, data room · Measured by memos produced | Opportunity heading to investment committee | First-draft IC memo linked to supporting evidence |
Diligence & execution
| Workflow | Trigger | Primary output |
|---|---|---|
Data room review & synthesisData room, docs · Measured by documents processed | New data room materials | Issue and evidence summary by workstream |
Request list managementData room, PM tool, email · Measured by requests tracked | Diligence kicked off | Live request list with status and follow-ups |
Diligence Q&A trackingData room, docs · Measured by questions handled | Question raised or answered | Q&A log with responses and open items |
Third-party report & expert call synthesisDocs, transcripts · Measured by documents processed | Report or call transcript received | Key findings and implications summary |
NDA, IOI & LOI drafting supportDoc templates · Measured by documents produced | Stage gate reached | Drafts from your templates, ready for counsel review |
Closing checklist coordinationPM tool, email · Measured by deals tracked | Signing in sight | Closing checklist with owners, status and reminders |
Portfolio & value creation
| Workflow | Trigger | Primary output |
|---|---|---|
Portfolio KPI collection & reportingEmail, spreadsheets, BI · Measured by reports produced | Reporting period | KPI pack collected from portfolio companies |
Variance analysis & commentarySpreadsheets, docs · Measured by reports produced | KPI pack received | Variance-to-plan analysis with draft commentary |
Value-creation plan trackingPM tool, docs · Measured by initiatives tracked | Plan approved, or monthly cadence | Initiative tracker with status and flags |
Workflow automation inside portfolio companiesPortfolio company systems · Measured by workflows live | Portfolio company use case identified | Live workflow inside the portfolio company |
Fund, IR & firm operations
| Workflow | Trigger | Primary output |
|---|---|---|
CRM enrichment & hygieneCRM, data sources · Measured by records processed | Ongoing, or new records | Enriched, de-duplicated records |
Meeting capture & follow-upCRM, notes · Measured by meetings | Meeting completed | Summary, actions & CRM update |
Inbox triage & schedulingInbox, calendar · Measured by items handled | Inbound message or meeting request | Triaged inbox and scheduled meetings |
LP data requests & DDQsDocs, data room · Measured by requests handled | LP request or DDQ received | Drafted responses from approved sources |
Fundraising materials supportDocs, spreadsheets · Measured by documents produced | Fundraise preparation | Track-record tables and materials drafts |
LP & compliance reportingDocs, fund administration data · Measured by reports produced | Reporting cadence | Draft LP letters and compliance reports |
Every workflow ships with named inputs/outputs, review points, volume assumptions and success measures.
Talk to us about your first two workflows.
We recommend starting with one revenue-oriented and one capacity-oriented workflow, with baselines set before launch.