Private Equity
Private Equity Automation for Origination, CRM and Portfolio Support
From HubSpot and Salesforce, Notion to N8N, we help PE funds, software aggregators, M&A teams, and corporate development automate proprietary sourcing, deal workflows, CRM, LP reporting, and portfolio value creation—so teams spend more time adding value and less time in admin.
Problem
The Hidden Cost of Manual PE Deal Sourcing
PE firms don’t lose deals for lack of capital—they lose because lists go stale, CRM data drifts, and founder relationships go cold.
Without automation, you miss proprietary opportunities and slow‑roll from interest to NBO while competitors move first.
Solution
Automating Private Equity Workflows End‑to‑End
Vektra embeds automation and AI into your stack to scale proprietary origination, banker coverage, deal review, portfolio value creation, LP engagement, and exit readiness—without adding headcount.
Value
Built for How Private Equity Really Works
Results
Measurable Impact on Your BD and Investment Teams
“With automated origination and CRM updates, our BD team spends time in founder meetings instead of spreadsheets. It’s like adding a full‑time BDM who never sleeps.” — Partner, Lower‑Middle‑Market PE Fund
Process
From Manual to Automated PE Origination in 30 Days
Discovery & Mapping
• Map your BD/origination, banker, and review workflows • Audit tools (HubSpot, Attio/Affinity, Salesforce, Asana) • Define ICP thresholds (revenue, EBITDA, geo, industry)
Build & Configure
• Connect data sources and scoring to your CRM • Automate deck/teaser parsing, NDA/CIM workflows, and stage updates • Launch CEO and banker campaigns with dashboards
Launch & Optimize
• Deploy with BD and Partners • Monitor meetings, pipeline velocity, and coverage quality • Ship dashboards and weekly BD summaries
Scale & Support
• Ad‑hoc improvements and new automations as your fund scales • Continuous optimization of PE origination and portfolio workflows
About
A dedicated team of automation engineers
We're builders who embed with your team, automate your repetitive work, and create the operational backbone that lets you scale efficiently.
We know that sustainable scale comes from compound improvements, not revolutionary overhauls. Every workflow we automate, every integration we build, every process we optimise adds up to massive efficiency gains.
FAQ
Common Questions from PE Teams
What is Private Equity Automation?
Use of AI, workflow tooling, and CRM integrations (e.g., Clay.com, HubSpot, Attio/Affinity, Notion, N8N) to scale proprietary sourcing, banker coverage, CRM management, and deal workflows.
How is this different from hiring more BDMs?
Can you target EBITDA and revenue thresholds?
Can you work with our existing CRM?
What outcomes should we expect?
Ready to Scale Your PE Origination with Automation?
Join PE funds and corporate development teams using automation, CRM integrations, and AI to source smarter and move faster to NBO.