Private Equity

Automate Origination, Signals, CRM & Portfolio Support

Enabling PE funds, software aggregators, M&A and corporate development teams automate proprietary sourcing, deal workflows, CRM, LP reporting, and portfolio value creation—so teams spend more time adding value and less time in admin.

Talk to Our Team

The 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.

Fragmented Sourcing

Outdated target lists with missing data, noisy advisor info and limited external data to prioritize deals by industry, geo, size, ownership type.

Broken CRM & Pipeline

Manual parsing of CIM info into not fit‑for‑purpose CRM, poor visibility across BD, Partners, and Ops; weak NBIO/LOI tracking leading to slow deal cadence.

Missed Leverage

Unable to leverage internal and external data to find the right opportunities at the right time, for platforms and bolt-ons.

Fragmented Sourcing

Outdated target lists with missing data, noisy advisor info and limited external data to prioritize deals by industry, geo, size, ownership type.

Broken CRM & Pipeline

Manual parsing of CIM info into not fit‑for‑purpose CRM, poor visibility across BD, Partners, and Ops; weak NBIO/LOI tracking leading to slow deal cadence.

Missed Leverage

Unable to leverage internal and external data to find the right opportunities at the right time, for platforms and bolt-ons.

Fragmented Sourcing

Outdated target lists with missing data, noisy advisor info and limited external data to prioritize deals by industry, geo, size, ownership type.

Broken CRM & Pipeline

Manual parsing of CIM info into not fit‑for‑purpose CRM, poor visibility across BD, Partners, and Ops; weak NBIO/LOI tracking leading to slow deal cadence.

Missed Leverage

Unable to leverage internal and external data to find the right opportunities at the right time, for platforms and bolt-ons.

Without automation, you miss proprietary opportunities and slow‑roll from interest to NBO while competitors move first.

Our Solutions

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.

Proprietary Deal Origination & Scoring

AI‑driven monitoring of founder/company signals with revenue/EBITDA thresholds

Custom scoring by industry, geo, ownership type, margins, and growth

Add‑on mapping for portfolio companies and ICP watchlists

Portfolio Monitoring & Value Creation

Automated KPI collection and covenant/watch alerts

Continuous add‑on target generation and scoring

LP‑ready reporting pipelines with fund stats and portfolio highlights

CRM & Deal Review Automation

NDAs/CIMs, emails, and decks parsed into Attio, Affinity, or Salesforce

Always‑updated company profiles with financials, contacts, and interactions

Stage tracking to NBO/LOI with real‑time campaign‑to‑meeting analytics

Exit & Liquidity Planning

Exit‑readiness dashboards across portfolio

Monitoring of acquirer activity and IPO windows

Live dashboards of portfolio metrics from source data

Founder/CEO Outreach & Banker Relationships

Personalized multi‑channel sequences for CEOs and intermediaries

Auto‑scheduling and follow‑ups, plus weekly BD summaries

Banker coverage workflows to manage teasers, CIM requests, and updates

Proprietary Deal Origination & Scoring

AI‑driven monitoring of founder/company signals with revenue/EBITDA thresholds

Custom scoring by industry, geo, ownership type, margins, and growth

Add‑on mapping for portfolio companies and ICP watchlists

Portfolio Monitoring & Value Creation

Automated KPI collection and covenant/watch alerts

Continuous add‑on target generation and scoring

LP‑ready reporting pipelines with fund stats and portfolio highlights

CRM & Deal Review Automation

NDAs/CIMs, emails, and decks parsed into Attio, Affinity, or Salesforce

Always‑updated company profiles with financials, contacts, and interactions

Stage tracking to NBO/LOI with real‑time campaign‑to‑meeting analytics

Exit & Liquidity Planning

Exit‑readiness dashboards across portfolio

Monitoring of acquirer activity and IPO windows

Live dashboards of portfolio metrics from source data

Founder/CEO Outreach & Banker Relationships

Personalized multi‑channel sequences for CEOs and intermediaries

Auto‑scheduling and follow‑ups, plus weekly BD summaries

Banker coverage workflows to manage teasers, CIM requests, and updates

Proprietary Deal Origination & Scoring

AI‑driven monitoring of founder/company signals with revenue/EBITDA thresholds

Custom scoring by industry, geo, ownership type, margins, and growth

Add‑on mapping for portfolio companies and ICP watchlists

Portfolio Monitoring & Value Creation

Automated KPI collection and covenant/watch alerts

Continuous add‑on target generation and scoring

LP‑ready reporting pipelines with fund stats and portfolio highlights

CRM & Deal Review Automation

NDAs/CIMs, emails, and decks parsed into Attio, Affinity, or Salesforce

Always‑updated company profiles with financials, contacts, and interactions

Stage tracking to NBO/LOI with real‑time campaign‑to‑meeting analytics

Exit & Liquidity Planning

Exit‑readiness dashboards across portfolio

Monitoring of acquirer activity and IPO windows

Live dashboards of portfolio metrics from source data

Founder/CEO Outreach & Banker Relationships

Personalized multi‑channel sequences for CEOs and intermediaries

Auto‑scheduling and follow‑ups, plus weekly BD summaries

Banker coverage workflows to manage teasers, CIM requests, and updates

Talk to Our Team

How we add value

Built for How Private Equity Really Works

Proprietary Deal Flow at Scale

More targeted CEO meetings that fit revenue/EBITDA criteria.

No Extra Platforms

We build on HubSpot, Attio, Affinity, Notion, Airtable, or Sheets.

BD Team Enablement

Automations that book meetings; your team closes them.

Data‑First Profiles

Unified companies, contacts, interactions, and documents in CRM.

White‑Glove Service

We implement, monitor, and optimize—not DIY software.

Portfolio & LP Reporting

Streamlined updates, dashboards, and automated performance reports.

Proprietary Deal Flow at Scale

More targeted CEO meetings that fit revenue/EBITDA criteria.

No Extra Platforms

We build on HubSpot, Attio, Affinity, Notion, Airtable, or Sheets.

BD Team Enablement

Automations that book meetings; your team closes them.

Data‑First Profiles

Unified companies, contacts, interactions, and documents in CRM.

White‑Glove Service

We implement, monitor, and optimize—not DIY software.

Portfolio & LP Reporting

Streamlined updates, dashboards, and automated performance reports.

The Results

Measurable Impact on Your BD and Investment Teams

3–5x

more qualified CEO/banker meetings from proprietary outreach

60%

less manual CRM/data entry in HubSpot and Attio

40%

faster from list to NBO/LOI decision

$X M+

annual efficiency gains for PE BD teams

3–5x

more qualified CEO/banker meetings from proprietary outreach

60%

less manual CRM/data entry in HubSpot and Attio

40%

faster from list to NBO/LOI decision

$X M+

annual efficiency gains for PE BD teams

3–5x

more qualified CEO/banker meetings from proprietary outreach

60%

less manual CRM/data entry in HubSpot and Attio

40%

faster from list to NBO/LOI decision

$X M+

annual efficiency gains for PE BD teams

Working with us

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 us

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.

Ready to Scale Your PE operations with Automation?

Join PE funds and corporate development teams using automation, CRM integrations, and AI to source smarter and move faster to NBO.

Schedule a Strategy Call