Webinar · 30 September 2026 · 43 min
Building Proprietary Deal Origination Systems with AI
A working session for business development teams at private equity funds.
Speakers
- Dhiraj SharmaProduct, Fundrev
- Akash KhairnarOperations, Fundrev
About this session
A fund already holds the data that proprietary origination needs: CIMs, outreach history, passes and their reasons, banker names, owner contacts, IOIs and outcomes. It sits scattered across PDFs, the CRM and spreadsheets.
This session traces how AI-led origination has evolved, and shows an intelligence layer on the existing stack that reads every CIM, structures it into one profile, scores it against the thesis, aggregates across deals and bankers, and connects it to market data.
A live demo in Fundrev screens an inbound deal, reviews the deal pipeline, market intelligence and a market map, then answers market and banker questions in Claude through the Fundrev connector. It closes with next steps: a 30-minute conversation, a banker intelligence report, and a BD workshop.
What we covered
Introduction
Agenda
PE deal origination today, the data a fund already holds, how AI-led origination has evolved, how funds can build an intelligence layer, and select use cases.
Select use cases
Inbound CIM screening, banker intelligence and sector market maps.
PE deal origination today
The auction process: a teaser or CIM from the sell-side banker, the deal logged in the CRM, screening and a partner decision, then IOI, management meeting and LOI.
The data a fund already holds
CIMs, outreach history, passes and their reasons, banker names, owner contacts, market data, IOIs and outcomes, scattered across systems that make an institutional memory hard to build.
How AI-led origination has evolved
From databases with no memory to a layer on top of the systems a fund already has, one stage at a time.
An intelligence layer on the existing stack
It reads every CIM, structures it into one profile, scores it against the thesis, aggregates across deals and bankers, and connects it to market data.
Use case: inbound CIM screening
Questions a partner can now answer in seconds.
Demo: screening a deal in Fundrev
A company's deal screen: hard screening checks, key risks and public news.
Demo: the deal pipeline
Inbound deals by revenue, EBITDA, screening filter, headquarters and banker.
Demo: market intelligence
Demo: a market map
Every car wash location in the US, with its ownership and the PE-owned share by state.
Demo: Fundrev in Claude
Market and banker questions answered in Claude through the Fundrev connector.
Recap: three use cases
Inbound CIM screening, banker intelligence and a sector market map.
How Fundrev helps at each stage
Deal, banker and market data in one place, with screening, banker intelligence and market maps that update themselves.
Next steps
A 30-minute conversation about where the fund stands, a free banker intelligence report on the last 12 months of deals, and a BD workshop on implementing Claude for origination.