Agentic AI for Deal Sourcing in Private Equity

Sample AI Deal Sourcing Workflow

Private equity deal teams manage an intricate sequence of actions, from fielding inbound opportunities to issuing NDAs and preparing diligence memos. A typical sourcing flow includes:

• Capturing and classifying inbound opportunities (via email, portals, bankers)
  
  
• Scanning documents to assess quality and completeness
  
  
• Benchmarking opportunities against investment criteria
  
  
• Coordinating with partners to prioritize deals
  
  
• Reaching out to targets or intermediaries
  
  
• Conducting initial diligence prior to NDA
  
  

This is a representative workflow. Multimodal’s agentic AI can adapt to your team’s specific systems, steps, and priorities. Each stage in this flow can be intelligently augmented by AI agents configured inside AgentFlow.

Augmenting Deal Sourcing in Private Equity With AgentFlow

1. Opportunity Intake and Classification

Before AgentFlow: Deal teams manually process emails and pitch decks. Associates triage inbound materials, tag sectors, classify document types, and log opportunities into deal CRMs.

With AgentFlow: Document AI and Unstructured AI classify, extract, and summarize documents on ingest. The artificial intelligence flags key characteristics like sector, business model, and ownership structure. Outputs integrate directly with deal tracking systems.

Value: Save hours per week per associate. Reduce missed deals due to inbox overload. Ensure consistent tagging across teams and geographies.

2. Screening and Fit Assessment

Before AgentFlow: Analysts benchmark company data against investment theses. This involves extracting metrics from CIMs, querying databases for comparable private companies, and assembling scoring sheets.

With AgentFlow: Decision AI scores the opportunity using predefined rules and historical outcomes. Database AI retrieves benchmark data, recent comps, and trend analyses to support the decision.

Value: Accelerate time-to-triage. Surface relevant comps instantly. Reduce human error in manual scoring.

3. Relationship and Outreach Orchestration

Before AgentFlow: Associates coordinate outreach manually; tracking who spoke to whom, when, and with what context. Follow-ups are often inconsistent.

With AgentFlow: Conversational AI drafts customized outreach emails based on context (e.g., sector, geography, stage). Decision AI triggers next-best-actions based on deal priority and team availability.

Value: Increase response rates. Maintain deal momentum. Orchestrate outreach across the firm with consistency.

4. Pre-NDA Analysis and Decision

Before AgentFlow: Teams assemble short memos before requesting NDAs. This includes high-level market sizing, financial estimates, and risk flags, typically scattered across email and spreadsheets.

With AgentFlow: Decision AI generates a deal summary. Report AI drafts pre-NDA memos, pulling from the classified documents, benchmarks, and team inputs.

Value: Enable faster go/no-go calls. Standardize pre-NDA diligence. Reduce cognitive load on senior team members.

How AgentFlow Ensures Security, Governance, and Trust in PE Deal Sourcing

AgentFlow is built for regulated workflows. It deploys in your VPC or on-prem environment, no data leaves your walls. Security protocols include AES-256 encryption, VPN-gated access, and quarterly penetration testing.

Governance is built-in. Every artificial intelligence action is logged and traceable to a business rule. Role-based access ensures humans stay in control, and confidence thresholds trigger human review when needed. Compliance features align with SOC 2 Type II, PCI DSS, IFRS 9, and CECL frameworks.

Trust is earned through transparency. AgentFlow provides JSON execution logs, statistical drift monitoring, and audit trails your IT team can plug into existing dashboards. AI doesn’t operate in a black box yet you see what it sees, and why it made each call.

Ready to Adapt Agentic AI to Your Workflow?

The workflow above is just one example. AgentFlow’s architecture is modular, and every AI agent, from Document AI to Decision AI, can be tuned to your firm's playbooks.

Whether your deal flow is banker-led or thematic, AgentFlow adapts to how your team works today, while making room for how you’ll scale tomorrow.

Book a demo to see how AgentFlow can close your knowledge gaps, reduce sourcing friction, and help your team move faster with confidence.