CONTEXT
A mid-cap buyout fund running a build-up thesis: inbound targets arriving faster than the team could screen them, and NDAs handled by the partners themselves between calls.
WHAT WE BUILT
A tier-1 build-up screening workflow scored against their thesis, and NDA markup against their own playbook with the fallback language drafted and the three judgment points flagged for a partner.
MEASURED RESULT
5× on a tier-1 build-up screening and 3× to a partner-level NDA comment. Every target logged, scored and searchable.