PE Analyst: Deal Sourcing Machine by Thesis
For private equity analysts sourcing acquisition targets: takes your investment thesis and generates the specific company profile, screening criteria, and outreach strategy to find deals before they hit the banker process.
See it work
Watch a sample run end to end: your input goes in, the agent workforce does the work, and a branded result comes back. Sample data shown for the demo.
What You'll Receive
- Target Company Profile
- Outreach Strategy
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How to Get the Best Results
- 1
Richer input = sharper output. Paste real data rather than generic placeholders — the AI reasons on specifics, not hypotheticals.
- 2
Fill every field you can, not just the required ones. Optional fields guide the AI toward your specific context, removing generic assumptions.
- 3
This tool returns 2 output sections. Review each one — they're designed to be actioned in sequence, from insight to execution.
KAIRO Operating Layer
What should PE Analyst: Deal Sourcing Machine by Thesis help you move right now?
This tool is not a single prompt. It is a KAIRO operating lane designed to find the right account, the right person, and the right opening, then package the result into a usable business artifact.
Mission: Turn identity, enrichment, and signal fragments into a fresher account picture that can route the next move.
Boardroom Assignment
Input Intelligence
Investment thesis
requiredPaste real notes, transcript, account context, or current copy. Dense input beats generic prompts.
Target geography
contextUse a specific role, offer, ICP, or business constraint.
Target deal size
contextPick the closest operating mode. The tool will shape its output around this lane.
Run Plan
- 1Read the missionKAIRO normalizes your inputs, identifies the operating lane, and frames the job as find the right account, the right person, and the right opening.
- 2Pull the intelligenceThe run checks OLLAMA, GNEWS and uses the available context without asking you to browse a separate tool stack.
- 3Assemble the boardroomA lead, specialist, scout, local reasoning lane, and critic each own a different failure mode before the output reaches you.
- 4Produce the artifactThe output is shaped into Target Company Profile, Outreach Strategy.
Quality Gates
Specificity gate
Rejects generic advice and forces the result to reference the account, buyer, workflow, or constraint you provided.
Actionability gate
Every recommendation must become a next move, message, owner, score, risk, or decision point.
Confidence gate
Separates strong signals from assumptions so you know what is safe to act on.
Example Missions
Fast run
Investment thesis: Seeking founder-owned B2B SaaS companies $3-15M ARR, 20-40% growth, EBITDA positive or near-breakeven, in vertical software for trades/field services. Owner 50+ and not thinking about exit yet.
High-context run
Add the buyer, trigger, current state, and what you want KAIRO to produce next.
Boardroom run
Use this when the output will influence a customer, campaign, deal, or executive decision.
Next Actions
Copy the strongest asset
Use the most actionable section from PE Analyst: Deal Sourcing Machine by Thesis as your email, brief, scorecard, playbook, or internal note.
Package the board artifact
Export the PDF or deck when the output needs to travel to a stakeholder or become part of a client file.
Chain into the next tool
Use the result as input to scoring, sequencing, forecasting, or another field-specific tool instead of starting over.
Deliverable Studio
Report and deck templates for this tool
Input
Sign-in required · 8 runs / min