Deal Sourcing & Screening
In private equity and venture capital, consistent access to high‐quality investment opportunities is foundational to outperformance. But generating, filtering, and prioritizing deal flow demands much more than broad scanning: it requires discipline, sector insight, and rigorous screening.
Synpact Consulting offers Deal Sourcing & Screening services to help PE/VC firms, family offices, and strategic investors build strong pipelines. We combine proprietary networks, thematic scanning, and financial pre‑assessment to deliver qualified opportunities aligned with your strategy.
Why Choose Synpact for Deal Sourcing & Screening
- Proprietary Deal Flow & Networks: Access to untapped deal pipelines via industry contacts, founders, advisors, and ecosystem touchpoints.
- Strategic Fit Prioritization: Early filtering based on sector thesis, stage, geography, valuation brackets, and investment mandates.
- Data‑Driven Assessment: Use of financial metrics, growth indicators, peer benchmarking, and trend overlays to weed out low‑potential opportunities.
- High Screening Rigor: Multi‑stage filters (qualitative + quantitative) to reduce noise and surface high‑conviction prospects.
- Transparent Process & Rationale: You receive visibility into screening logic, deal rejection rationale, and scoring frameworks.
- Scalable Resource Model: We can scale effort to match your target deal volume, geography, or fund size.
- Timely Pipeline Delivery: Efficient turnaround to ensure flow is delivered in sync with your investment cycles.
Our Services in Deal Sourcing & Screening
- Thematic Scanning & Opportunity Mapping – Identify emerging themes, sectors, and gap areas, and map companies operating in those spaces.
- Proprietary Outreach & Deal Origination – Target startup ecosystems, incubators, founder networks, universities, and industry groups for deal leads.
- Database & Public Signal Mining – Use public databases, deal trackers, signals (e.g. hiring, funding announcements) to spot early signals.
- Initial Screening & Filtering – Apply filters (growth metrics, traction, TAM, margins, capital needs) to weed out misfits.
- Scoring & Prioritization – Rank leads based on strategic alignment, risk / return potential, traction, team, and valuation fit.
- Term Sheet / Valuation Pre‑Assessment – Provide rough valuation bands and assess term sheet defensibility before deeper diligence.
- Deal Handoff & Tracking – Deliver structured deal memos, contact information, and pipeline dashboards for internal team follow‑up.
- Ongoing Pipeline Refresh – Continuously feed new leads, drop stale ones, and adapt screening as your fund thesis evolves.
Process & Workflow
- Kickoff & Investment Mandate Definition – Clarify sector themes, stage, ticket size, geography, risk tolerance.
- Pipeline Scanning & Lead Generation – Deploy outreach, data mining, network taps, and signal hunting.
- Initial Screening & Rejection – Apply base filters and eliminate non‑fit opportunities.
- Deep Screening & Scoring – Evaluate remaining leads across multiple dimensions and assign scores.
- Valuation / Term Assessment – Provide rough valuations or term expectations for prioritized leads.
- Pipeline Review & Selection – Present top candidates, receive feedback, filter further.
- Handoff & Continuous Refresh – Transfer leads in structured format, maintain freshness, and expand as needed.
Industries & Use Cases
Industries / Sectors Covered:
- Technology / SaaS & Platforms
- Healthcare / Life Sciences / Biotech
- Clean Energy / Sustainability
- Fintech & Financial Services
- Consumer / D2C / Retail Technology
- Industrials / Deep Tech
Use Cases:
- Building a fund’s core deal pipeline in line with thesis
- Accelerating proprietary sourcing for competitive edge
- Supplementing internal sourcing teams in new geographies or sectors
- Supporting secondaries / follow‑on portfolio injections
- Pre‑deal screening to reduce diligence workload
- Sourcing co‑investment or strategic partnerships
Frequently Asked Questions (FAQs)
Q: How many deals will be delivered?
A: Depending on mandate scope and fund size, typically you can expect 20–100 qualified leads per cycle.
Q: What stage of companies do you source?
A: We can source across stages—from seed / early growth to late‑stage—based on your investment mandate.
Q: Can you source deals globally or only locally?
A: Both. We adapt to your geographic focus—local, regional, or global pipelines.
Q: How quickly can the pipeline be built?
A: An initial tranche of leads can be delivered in 2–4 weeks, with continuous refresh thereafter.
Q: What deliverables do you provide?
A: Deal memos, scoring sheets, contact maps, valuation bands, pipeline dashboards, and periodic refresh reports.
Call to Action
Want a consistent, high‑quality pipeline that aligns with your investment thesis and delivers vetted opportunities?
Synpact Consulting offers scalable, insight‑driven deal sourcing & screening to fuel your next investment wave.
Contact: [email protected] to request a sample pipeline or discuss a sourcing mandate.