Deal Origination Intelligence

Know which investors to call before you pick up the phone

Autodesk matches your deal flow against your team's investor network — filtered by mandate, scored by fit, ranked by relationship. It tells you who to call and in what order.

Harbor Secondaries — $200M
12 of 20 investors matched · Sorted by score
#InvestorDegreeMatchScore
1
Michael Chen
Blackstone Credit
1st
92
2
Sarah Williams
Apollo Global
2nd
85
3
James Park
Ares Management
3rd
71
4
Diana Okonkwo
KKR Credit
3rd
64

How it works

A deal goes in. A ranked call list comes out.

Step 01

Submit a deal

Upload a deal memo, paste a description, or fill a form. Deal type, size, and context are extracted automatically.

Step 02

Mandate filter

First pass eliminates investors outside the deal type or check size range. Only qualified candidates go to scoring.

Step 03

AI scoring

Each candidate is scored on depth of mandate fit — sector focus, historical activity, portfolio overlap, and check size alignment.

Step 04

Warmth ranking

Final scores weight mandate fit against relationship degree. A strong 1st-degree contact with a 70 outranks a cold contact with a 90.


Data sources

Investor profiles are built from public filings and enriched continuously.

SourceWhat we pullStatus
SEC EDGAR (13F)
Institutional holdings, AUM signals, fund activity
● Live
SEC Reg D
Active private placements, fund sizes, investor type
● Live
Form ADV
RIA registrations, direct contact info, AUM, employees
● Live
FINRA BrokerCheck
Broker-dealer registration, CRD, firm contacts
● Live
Apollo.io
Verified emails and direct dials
● Live
LinkedIn
Connection mapping across your organization
● Connected

Request access

Built for private capital markets teams. We onboard firms directly — not self-serve.

We'll follow up if there's a fit. Pricing starts at $2,000/month per organization.