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AI & Automation
Custom workflows for how your deals actually run.
Custom workflows for M&A Advisory, Private Equity and Search Funds that bring automation & applied AI into how your operations run. From origination to execution and internal processes.
Your Benefits
Built into your process, not bolted onto it.
Operational Deep-Dive
We map your processes, tech and data flows first. What gets built fits and enhances what exists.
Efficiency & Results
KPIs are agreed before anything is built, so the gain is measured rather than assumed.
Trained & Maintained
Your team is enabled to run everything and the workflows are kept up-to-date as tech and tools change.
Your Solution
Built along the entire transaction chain.
Origination
How deals are originated. From sector and company intelligence to signal monitoring, outreach and pitches.
Execution
How your live deals run. From document and data room workflows to Q&A handling and reporting.
Internal Ops
How your operations run themself. From CRM and accounting flows to recurring reporting and knowledge capture.
See how Dealspec fits into your workflow
How it works
From process map to workflows in live deals.
Assessment
Interviews mit den Leuten, die die Arbeit machen, ein Review deines Tech Stacks und eine Übersicht aller Daten-Flows & Prozesse samt ihrem Potenzial.
Concept
Priority use cases are selected and specified, workflows are modelled end to end and a roadmap with KPIs is defined.
Implementation
Built, integrated and tested. Followed by training for junior and senior staff, documentation, and ongoing optimization as tools change.
Testimonials
Real results from deal teams
See how professionals streamline their M&A workflows with Dealspec.
dealspec built workflows for us that source targets and enrich them with shareholder, financial and contact data. These steps used to be manual. A scoring model then ranks the leads and prepares them for outreach. Our CRM and outreach tools are connected via interfaces, so data can be maintained centrally. The time and staffing effort involved has come down considerably.
Together with dealspec, we have automated key parts of our sourcing and analysis process, from data processing and AI-based scoring to personalized outreach. What matters most to us is not just connecting individual tools, but ensuring that the entire process and data flow are clearly structured and set up to be scalable. This enables us to analyze several hundred companies and data sets per week.
FAQ
Frequently asked Questions
What is dealspec's AI & Automation service?
Custom workflows built into how your deals already run. We start by mapping your processes, tech stack and data flows, then select and specify the use cases with the most repetition and friction behind them. What gets built is integrated into your existing tools, tested, and handed over with training and documentation so your team can run it. Workflows are maintained as tools and models change.
Who is dealspec's AI & Automation service for?
M&A advisors, private equity and search funds, as well as MBI candidates, family offices and corporates with their own deal teams. The fit is best where a process already exists and repeats often enough to be worth automating. Where the process itself is unclear, we can help building an entirely new one together with you.
What happens when a model or tool changes?
Tools and models in this area move quickly, and a workflow built on last year's stack can degrade. Under an ongoing arrangement, we monitor the components your workflows depend on and update them when something changes, including migrating to a better option where one appears. Without one, you receive the documentation needed to maintain the setup yourself.
Do we need existing tools, or do you bring your own?
We build on your stack wherever possible and wherever you want us to. If a required tool is missing, we recommend options and explain the cost and lock-in involved before anything is licensed. You own the accounts and the data, so the workflows stay yours.
Who runs the workflows once they are built?
You decide. We can operate them for you, or your team runs them itself. Everything is built without dependency on us: training for junior and senior staff and written documentation are part of every implementation, so the workflows can be maintained in-house whether or not we stay involved.
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