Resources, articles, news and information

Putting a heartbeat behind your CRM

We recently wrote about why AI needs a heartbeat: the difference between a system that only responds when asked, and one...

Operationalizing Claude: one connection that pays for itself

Most teams today are connecting Claude, or another AI tool, directly to a handful of systems: a CRM, a document store, a...

AI needs a heartbeat

Most teams using Claude and other frontier LLMs today are getting real value from them. A question gets asked, the model...

Six things slowing down PE research

We hear from private equity investment and deal teams all the time who are struggling with common challenges. Typical pr...

Build or buy your intelligence warehouse: what actually matters

Almost every firm working out its AI strategy eventually reaches the same fork in the road.

How we are building the infrastructure for frontier AI

Private equity and investment banking teams are not short of AI tools anymore. Most firms already have access to Claude,...

Deal Engine and Fintent announce partnership to bring predictive intent signals into deal sourcing

LONDON – Wednesday 5 August, 2026

Deal Engine appoints Michael Santos to its board as Private Market moves to production AI technology

Deal Engine has appointed Michael Santos to its board of directors. Santos joins at a moment when private capital firms ...

How investment banks are finding the best mandates they used to miss

Origination is still, for most banks, a manual exercise. An analyst builds a target or buyer list from memory, from a da...

92% of your Claude token costs are avoidable. Here is why.

Researched and written by Deal Engine R&D Engineer, Amir Ishmuhametov. We recently published a whitepaper on scaling...

New whitepaper: How to scale AI in PE and M&A

How to scale AI in PE and M&A: new whitepaper Most firms across private equity and investment banking are already us...

Leading PE portfolio company adopts Deal Engine to empower their sales team

A portfolio company of a leading private equity firm has begun onboarding Deal Engine to support systematic sales target...

Building the firm of the future: how a firm turned deal sourcing into an always-on engine

A growth equity firm launched in 2024 set out to originate deals around the clock, and without building an army of analy...

Three layers of AI capability for investment banks: which one are you actually missing?

Three layers of AI capability for investment banks: which one are you actually missing? Investment banks are investing h...

The case for the orchestration layer: why data alone isn't enough

This is the third in a three-part series. Start from the beginning: Where does proprietary value live in a frontier AI w...

Why your deal team is the last line of defense against a broken system

This article expands on a LinkedIn post by Phil Westcott, CEO of Deal Engine.

Why senior bankers get generic answers from AI (and how to fix it)

Most senior investment bankers are using AI. Not experimentally, not reluctantly. They are using it to draft, to reason ...

The case for the data layer: the part of AI most firms forget to build

This is the second in a three-part series. Start here: Where does proprietary value live in a frontier AI world?

The intelligence warehouse: why the best M&A advice starts before the mandate

The best advisory relationships are built long before a mandate is signed. Partners who consistently win the most compet...

Leading North American PE firm adopts Deal Engine for deal sourcing

Leading North American private equity firm with $12B+ in assets under management begins onboarding Deal Engine to suppor...

Where does proprietary value live in a frontier AI world?

Most firms have been focused on which AI tools to adopt, which data providers to subscribe to, and how quickly they can ...

Three questions investment banks should ask about their data

Investment banking teams are experimenting with AI in growing numbers. The use cases are well understood: faster researc...

CEO Phil's interview with FinTecBuzz: “Data architecture is the real AI investment”

Read the full article on FinTecBuzz: FinTech Interview with Phil Westcott, Founder and CEO of Deal Engine There's no sho...

What good AI adoption actually looks like in private markets firms

Alex Bajdechi, VP of Sales, Deal Engine

What's new in Deal Engine: Q1 2026 product update

Chas Frederick, Product Manager, Deal Engine

Investment banking: The buyer list is where deals are won and lost

Investment banks are rigorous by nature. They run structured processes, manage complex stakeholder dynamics and bring de...

Investment banks are changing how they source

By Alex Bajdechi, VP of Global Sales, Deal Engine

Leading healthcare investor chooses deal engine to power data and AI strategy

LONDON, UK, April 2026: Deal Engine (formerly Filament Syfter), the category-defining dealmaking data engine for private...

Why using Claude alone doesn’t scale in private markets

Claude and other frontier LLMs have fundamentally changed how work gets done in private markets. For the first time, dea...

Why AI success in private equity has nothing to do with the model

There’s no shortage of conversation around AI in private equity right now. New tools, new models, new use cases. But mos...

3 reasons why AI stalls in private equity

Firms are investing in AI and running pilots. But meaningful change has been slow to follow. This post is a companion pi...

Claude, context and control: how private markets firms actually scale AI

Claude is changing how work gets done Since Anthropic’s February 24 release, we’ve had a growing number of conversations...

New guide: Why every private equity firm needs a proprietary market data engine

Originally published in October 2025, this updated March 2026 edition reflects the market’s shift from AI experimentatio...

What data infrastructure really means in PE

By Alex Bajdechi, VP of Sales, Deal Engine As private equity firms progress through 2026 and looking beyond, “data infra...

Intapp Amplify 2026: the new dealmaker's edge

What private markets leaders are learning about AI, data, and the next phase of dealmaking Deal Engine was proud to spon...

How GPs can future-proof their AI roadmap

As Frontier AI accelerates, contextual infrastructure is becoming the defining competitive layer Produced in association...

What mid market private equity leaders are getting right about AI

WATCH: From AI experimentation to institutional advantage in mid-market private equity Artificial intelligence is no lon...

Why context engineering matters in private equity

By Martin Pomeroy, Tech Co-Founder, Deal Engine Across private equity, firms are racing to deploy large language models ...

The infrastructure behind AI-driven deal flow

What happens when a firm builds its own dealmaking data engine? Private equity is entering a new phase of technology mat...

From implementation to repeatable deal flow

From implementation to repeatable deal flow Implementing a data engine is only the first step, value is realized when te...

How does private equity codify an investment thesis, anyhow?

By Martin Pomeroy, Tech Co-Founder, Deal Engine As AI becomes more embedded in private equity workflows, many firms are ...

ToltIQ and Deal Engine Announce Partnership to Connect Deal Sourcing and Due Diligence Platforms

NEW YORK and LONDON – Feb. 12, 2026 ToltIQ, the leading AI-powered platform for private equity due diligence, and Deal E...

Too many tools, and not enough deals - where's the ROI?

How UI fatigue is quietly killing momentum in private equity By Alex Bajdechi, VP of Sales, Deal Engine Everyone is tryi...

The dealmaker blueprint: five ways to build decision ready origination data

In association with RealDeals, this article was published first on the RealDeals website. The dealmaker blueprint: five ...

Leading European PE firm adopts Deal Engine for deal prioritization

Leading pan-European mid-market private equity firm with $12bn+ in assets under management begins onboarding Deal Engine...

Deal Engine Ushers in a New Data Engine Category for Private Equity

Rebranding from Filament Syfter, the firm’s new name and identity reflect its role in enabling every firm to unify their...

Turning Private Markets Data Into Decision-Grade Intelligence

Turning Private Markets Data Into Decision-Grade Intelligence In its latest private markets report, the Citi Institute m...

Private equity’s tech mandate is clear

Private equity’s tech mandate is clear: Run faster, build smarter, and choose AI partners carefully

How modern data engines are changing the rules of private equity

How modern data engines are changing the rules of private equity Private equity and corporate finance have spent the las...

AI in private equity predictions

From experiments to engines: predictions for AI in private equity in 2026 Private equity is entering 2026 with AI shifti...

LLM as a data lake for private equity

The case against pointing an LLM at a data lake for private equity Across private equity, there’s a growing temptation t...

Data architecture as a primary imperative for private equity firms

Data architecture as a primary imperative for private equity firms As firms confront the growing need for connected, sca...

Upcoming webinar: How modern data engines create true competitive advantage in private equity and M&A

Upcoming webinar: How modern data engines create true competitive advantage in private equity and M&A Private equity...

Leading private equity investment firm uses Deal Engine to deliver deal making efficiencies and AI enablement

Leading private equity investment firm uses Deal Engine to deliver deal making efficiencies and AI enablement A leading ...

Key use cases for AI engines in private equity from origination to value creation

Key use cases for AI engines in private equity from origination to value creation Private equity firms are moving fast t...

WATCH: The next 6 months of AI in private equity

WATCH: The next 6 months of AI in private equity Infrastructure, misconceptions and deal origination AI is transforming ...

Why PE Firms Partner to Build AI-Enabled Data Engines

Why PE Firms Partner to Build AI-Enabled Data Engines Private equity is entering the next phase of its AI journey, one d...

AI in private equity: the state of the race to scalability

AI in private equity: the state of the race to scalability Featured in Deal Engine’s latest guide ‘Why every private equ...

New guide: Why every private equity firm needs a data engine – and how to build it

New guide: Why every private equity firm needs a data engine – and how to build it Private equity is standing on the edg...

From data to deal advantage: Maturing the PE tech stack to include a deal engine

From data to deal advantage: Maturing the PE tech stack to include a PE data engine For decades, private equity deal sou...

WATCH: Getting serious about AI in private equity: the first steps

VIDEO - Getting serious about AI in private equity: the first steps Artificial intelligence is firmly on the agenda for ...

Welcoming Alex Bajdechi to Deal Engine

Welcoming Alex Bajdechi to Deal Engine As part of our continuing growth and dedication to supporting our customers, we’r...

5 examples of how tech and connected data are transforming private equity dealmaking

5 examples of how technology and connected data are transforming private equity dealmaking Private equity firms are unde...

AI Pathfinder 2025: practical steps from curiosity to capability

AI Pathfinder 2025: practical steps from curiosity to capability AI Pathfinder 2025 brought together the true PE AI mobi...

Engineering your deal origination edge: Why you don’t need to go it alone

Engineering your deal origination edge: Why you don’t need to go it alone Following his recent piece on “3 reasons why p...

Deal Engine at AI Pathfinder 2025: origination reinvented

Deal Engine at AI Pathfinder 2025: origination reinvented Next week on 16 September, we’ll be in London for AI Pathfinde...

Is your AI working group feeling lost? Here’s how to get back on track

Is your AI working group feeling lost? Here’s how to get back on track It often starts with excitement and urgency. LPs ...

BVCA Summit preview: How AI can accelerate deal origination

BVCA Summit preview: How AI can accelerate deal origination Artificial intelligence has become one of the most talked-ab...

3 reasons why private equity should build a proprietary data engine

3 reasons why private equity should build a proprietary data engine By Phil Westcott, CEO of Deal Engine While it may be...

AI, Data and Deal Sourcing Best Practices for Private Equity

AI, Data and Deal Sourcing Best Practices for Private Equity Private equity deal sourcing has always been a complicated,...

Deal Engine Wins 2025 Deal Sourcing Technology Award

Deal Engine Wins Deal Sourcing Technology Award We’re excited to announce that Deal Engine has won a 2025 Drawdown Award...

Deal Engine Raises $4.8 Million in Series A Funding Round Led by FINTOP Capital

NEW YORK & LONDON, June 5, 2025 – Filament Syfter, the leading AI-enabled data engine purpose-built for private mark...

The top four tech priorities on every CTO’s mind

The top four tech priorities on every CTO’s mind Over the past six months or so, I’ve had meetings with 57 different PE ...

The AI Revolution in Private Equity: From Data Overload to Intelligent Insights

The AI Revolution in Private Equity: From Data Overload to Intelligent Insights Private equity is experiencing significa...

Automating the Deal engine - a new category in the PE technology stack

Year in Review: Filament Syfter’s Highlights

Year in Review: Filament Syfter’s Highlights As 2024 draws to a close, we’re reflecting on an exciting year at Filament ...

Filament Syfter Wins Deal Origination Solution of the Year

Filament Syfter Wins Deal Origination Solution of the Year We are excited to announce that Filament Syfter has won the D...

Interview with Phil Westcott: Exploring AI's Impact on PE

Interview with Phil Westcott: Exploring AI's Impact on PE In this 45 minute interview, our CEO Phil Westcott joins Ihar ...

Looking Beyond The Hype: Unlocking AI’s Potential in Private Equity in 2024

Looking Beyond The Hype: Unlocking AI’s Potential in Private Equity in 2024 Introduction: GenAI’s Awkward Teenage Years ...

Silversmith Capital Partners and Filament Partner to Drive Innovation in Growth Equity Sourcing

Common pitfalls when building a proprietary data platform, and how to avoid them

Unleashing the Power of Integrated Data

Valu8 & Filament Syfter Webinar

The Future of Deal Sourcing and Monitoring in Private Equity - Webinar In this webinar Valu8 and Filament Syfter will di...

Deal Engine announces new collaboration with S&P Global Market Intelligence

Private Equity CRM Solutions: 5 Ways You Can Elevate CRM Strategy with Deal Engine

The Future of Deal Sourcing with Deal Engine and Valu8

Winners of the "Emerging Tech Company of The Year" South Coast Tech Awards by The Business Magazine

Maximise Deal Sourcing with Filament Syfter and SourceScrub

Filament Ai's "Syfter" wins the Best AI Product in the CogX Awards

The Applications of AI in Private Equity

The Shape of Your Data - selecting the right blend of private market data sources to suit your Deal Origination strategy

5 Pitfalls in data adoption in PE and How to overcome them

Grounded Information Extraction and Semantic Search using Large Language Models

Challenges and Opportunities for Generative AI for Private Market Analysts

NLP is more than just LLMs

What’s your ChatGPT Strategy? Updating Your Organisation’s AI Strategy in a Post-ChatGPT World

Accelex and Deal Engine Announce Partnership

Calibrating Machine Learning Models: What, Why and How?

5 Reasons Private Markets firms are embracing AI to source deals

Baking the perfect ML model

Cognitive Quality Assurance: Performance Metrics

Turning a Private Equity origination strategy into proprietary Machine Learning models

How investment analysts can embrace AI to become the rising star in their funds

How investment firms can use AI to gain market intelligence and a strategic advantage: An exec perspective