DealPacket connects to your deal firehose, filters every opportunity through your investment thesis, and delivers only the highest-quality matches as structured memos. Weekly. Automatically.
Solo searchers spend most of their time sifting through broker blasts and off-thesis listings instead of evaluating real opportunities.
No common template. Numbers grabbed into random spreadsheets. One-off notes that don't compound. Every deal analyzed differently.
A solo searcher can seriously evaluate maybe 5% of deals they see. The best opportunities get buried in noise.
Three AI agents work your pipeline 24/7 so you only see what matters.
Target sectors, geography, revenue range, SDE multiples, deal breakers. Your criteria become the filter everything runs through.
Broker emails, listing platforms, deal newsletters, uploaded teasers. Every deal is normalized into a structured record with sector, location, financials, and broker contact.
Each deal gets a score and rationale against your specific criteria. Off-thesis deals are auto-passed. On-thesis deals move to shortlist.
Every shortlisted deal gets a structured 1-2 page memo: financials, trends, concentration risks, owner dependence, red flags, and a go/no-go recommendation. Linked to source documents.
A curated deal packet. Every opportunity scored, analyzed, and ready for your decision.
Established residential and light commercial HVAC operator in Portland metro. 22 years in business. Owner (67) seeking retirement. Revenue has grown 12% CAGR over 5 years with recurring maintenance contracts comprising 40% of revenue. Low capex. No customer concentration risk. SBA-eligible at asking price. Key risk: two senior technicians approaching retirement age.
DealPacket replaces the junior analyst you can't afford with AI that never sleeps, never misses a deal, and screens everything through your exact thesis.