Bring permitted sources into focus
The sourcing plan can start with licensed feeds, saved-search alerts, manual imports, and trusted referrals—with the original source and freshness date retained.
Internal US deal-flow engine
More good deals ahead.
A focused workspace in planning for a small acquisition team: bring sourcing, thesis-led screening, outreach, and EBITDA triage into one clear process.
Internal-first · US lower middle market · In planning
A considered path from source to decision
SourceScreenAnalyze
01 / Source to decisionA clearer path to what’s next
Planning stage
Deal intake, thesis scoring, and pipeline tracking are not operational. No listing feeds are connected. Seller or deal information should not be submitted until verified server-side owner access is in place.
The operating principles
Speed without shortcuts.
- Permission-based sourcing
- Traceable financial evidence
- Human-approved commitments
The planned workspace
One thesis.
A clearer process.
Designed for independent sponsors, search funds, and small US private-equity teams. Keep the company, conversation, and financial evidence connected as the work takes shape.
Screen against a written thesis
A planned screening layer pairs industry, size, and geography filters with clear knockouts and explainable fit scores.
Keep outreach human-led
A planned pipeline separates broker conversations from owner outreach and keeps a person in control of replies and commitments.
04 / Earnings triage
Look beyond the
seller’s headline number.
seller’s headline number.
A planned EBITDA analysis that distinguishes seller-stated earnings from supported evidence.
Seller-stated EBITDA
Adjusted · supported items only
Conservative · normalized costs
The intended analysis keeps source references, evidence-rated adjustments, reconciliation flags, and a document checklist close at hand.
A triage estimate—not a quality-of-earnings review. Accountant validation and human review remain essential before closing.
Internal first. Validate the process.
Build conviction
before volume.
The first release is planned for an internal deal team. Productization can wait until the workflow is proven; DealPilot is not a public marketplace.
A focused pilot begins with
- 01A written acquisition thesis: industry, earnings range, geography, and red lines.
- 02A short list of permitted sources and sample financial packages.
- 03Screening benchmarks and accountant validation before expanding.