Automated Deal Intake for Middle Market PE Fund
Case Studies
Deal PipelinePrivate Equity

Automated Deal Intake for Middle Market PE Fund

Built a structured workflow to extract, standardize, and organize financial data from complex documents. Delivered clean, analysis-ready datasets and automated processes to significantly reduce manual effort and accelerate downstream analysis.

March 16, 2026

How AI turned broker teasers and CIMs into Salesforce opportunities in 30–40 seconds.

Challenge

  • Broker deal flow arrived by email, with teasers and CIMs buried inside inconsistent attachment packs.
  • Email chain containing several messages, making it difficult to extract the accurate and latest information.
  • Analysts had to read unstructured documents to extract company name, industry, revenue, EBITDA, and other key facts.
  • Creating the Salesforce opportunity by hand made first-pass intake a ~30-minute, copy-paste workflow.

Solution

  • Email + attachment detection: Monitored inbound broker emails and identified the relevant teaser/CIM files for processing.
  • Document extraction: Pulled text from teaser/CIM documents and parsed the fields needed for intake.
  • Structured field capture: Extracted company name, industry, revenue, EBITDA, and other required details.
  • Salesforce automation: Created a new opportunity automatically, shifting manual work to review and exceptions.

Key Results

Time Reduction

15-30 mins/deal

First-pass opportunity creation fell from ~30 minutes to under a minute.

Extraction Accuracy

95%+ Accuracy

Core deal fields were captured with high reliability from teaser/CIM documents.

Workflow Automation

Email to Salesforce

Detection, extraction, and opportunity creation now run in one automated flow.

Data Consistency

Standardized Fields

Company and financial fields now land in Salesforce in a consistent structure.

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