--- title: Resources | Admin | Deal Engine description: Resources image: https://dealengine.tech/hubfs/raw_assets/140/public/@projects/dealengine-theme/theme/assets/favicon/social-share.png --- [![logo-blue-black](https://dealengine.tech/hubfs/Website%20%5B2025%5D/Logo/logo-blue-black.svg)](https://dealengine.tech/) - [Product overview](https://dealengine.tech/product) - [For tech leaders](https://dealengine.tech/for-tech-leaders) - [For deal teams](https://dealengine.tech/for-deal-teams) - [Investment Banks](https://dealengine.tech/investment-banks) [Book a demo](https://dealengine.tech/book-a-demo) [![logo-blue-black](https://dealengine.tech/hubfs/Website%20%5B2025%5D/Logo/logo-blue-black.svg)](https://dealengine.tech/) - [Product overview](https://dealengine.tech/product) - [For tech leaders](https://dealengine.tech/for-tech-leaders) - [For deal teams](https://dealengine.tech/for-deal-teams) - [Investment Banks](https://dealengine.tech/investment-banks) [Book a demo](https://dealengine.tech/book-a-demo) ###### Resources # Resources, articles, news and information By clicking Sign Up you're confirming that you agree with our [Terms and Conditions.](https://dealengine.tech/terms-and-conditions) [![LinkedIn](https://dealengine.tech/hubfs/Website%20%5B2025%5D/Global/LinkedIn.svg "LinkedIn")](https://www.linkedin.com/company/filament-ai/) [![Putting a heartbeat behind your CRM](https://dealengine.tech/hubfs/Putting%20a%20heartbeat%20behind%20your%20CRM.png)](https://dealengine.tech/resources/putting-a-heartbeat-behind-your-crm) ## [Putting a heartbeat behind your CRM](https://dealengine.tech/resources/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... Admin [Read more](https://dealengine.tech/resources/putting-a-heartbeat-behind-your-crm) [View all](https://dealengine.tech/resources) [Blog](https://dealengine.tech/resources/tag/blog) [Guides](https://dealengine.tech/resources/tag/guides) [Press](https://dealengine.tech/resources/tag/press) [![Putting a heartbeat behind your CRM](https://dealengine.tech/hubfs/Putting%20a%20heartbeat%20behind%20your%20CRM.png)](https://dealengine.tech/resources/putting-a-heartbeat-behind-your-crm) 15 Sep 2026 ## [Putting a heartbeat behind your CRM](https://dealengine.tech/resources/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... Admin [Read more](https://dealengine.tech/resources/putting-a-heartbeat-behind-your-crm) [![Six things slowing down PE research](https://dealengine.tech/hubfs/Private%20Equity%20Page%20Hero.png)](https://dealengine.tech/resources/six-things-slowing-down-pe-research) 25 Aug 2026 ## [Six things slowing down PE research](https://dealengine.tech/resources/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... Admin [Read more](https://dealengine.tech/resources/six-things-slowing-down-pe-research) [![Build or buy your intelligence warehouse: what actually matters](https://dealengine.tech/hubfs/Build%20or%20buy%20your%20intelligence%20warehouse_%20what%20actually%20matters.png)](https://dealengine.tech/resources/build-or-buy-your-intelligence-warehouse-what-actually-matters) 20 Aug 2026 ## [Build or buy your intelligence warehouse: what actually matters](https://dealengine.tech/resources/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. Admin [Read more](https://dealengine.tech/resources/build-or-buy-your-intelligence-warehouse-what-actually-matters) [![Deal Engine appoints Michael Santos to its board as Private Market moves to production AI technology](https://dealengine.tech/hubfs/Michael%20Santos%20-%20New%20Board%20Member.png)](https://dealengine.tech/resources/deal-engine-appoints-michael-santos-to-its-board-as-private-market-moves-to-production-ai-technology) Press 23 Jul 2026 ## [Deal Engine appoints Michael Santos to its board as Private Market moves to production AI technology](https://dealengine.tech/resources/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 ... Admin [Read more](https://dealengine.tech/resources/deal-engine-appoints-michael-santos-to-its-board-as-private-market-moves-to-production-ai-technology) [![How investment banks are finding the best mandates they used to miss](https://dealengine.tech/hubfs/bankers%20get%20generic%20answers%20from%20AI.png)](https://dealengine.tech/resources/how-investment-banks-are-finding-the-best-mandates-they-used-to-miss) Blog 16 Jul 2026 ## [How investment banks are finding the best mandates they used to miss](https://dealengine.tech/resources/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... Admin [Read more](https://dealengine.tech/resources/how-investment-banks-are-finding-the-best-mandates-they-used-to-miss) [![New whitepaper: How to scale AI in PE and M&A](https://dealengine.tech/hubfs/Scaling%20AI%20in%20private%20markets%202026%20Landing%20page%20image.png)](https://dealengine.tech/resources/new-whitepaper-how-to-scale-ai-in-pe-and-ma) Blog 02 Jul 2026 ## [New whitepaper: How to scale AI in PE and M&A](https://dealengine.tech/resources/new-whitepaper-how-to-scale-ai-in-pe-and-ma) How to scale AI in PE and M&A: new whitepaper Most firms across private equity and investment banking are already us... Admin [Read more](https://dealengine.tech/resources/new-whitepaper-how-to-scale-ai-in-pe-and-ma) [![Building the firm of the future: how a firm turned deal sourcing into an always-on engine](https://dealengine.tech/hubfs/APAC%20-%20PE%20Firm%20Case%20study.png)](https://dealengine.tech/resources/building-the-firm-of-the-future-how-a-firm-turned-deal-sourcing-into-an-always-on-engine) Blog 17 Jun 2026 ## [Building the firm of the future: how a firm turned deal sourcing into an always-on engine](https://dealengine.tech/resources/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... Admin [Read more](https://dealengine.tech/resources/building-the-firm-of-the-future-how-a-firm-turned-deal-sourcing-into-an-always-on-engine) [![Why senior bankers get generic answers from AI (and how to fix it)](https://dealengine.tech/hubfs/bankers%20get%20generic%20answers%20from%20AI.png)](https://dealengine.tech/resources/why-senior-bankers-get-generic-answers-from-ai-and-how-to-fix-it) Blog 28 May 2026 ## [Why senior bankers get generic answers from AI (and how to fix it)](https://dealengine.tech/resources/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 ... Admin [Read more](https://dealengine.tech/resources/why-senior-bankers-get-generic-answers-from-ai-and-how-to-fix-it) [![Leading North American PE firm adopts Deal Engine for deal sourcing](https://dealengine.tech/hubfs/Leading%20North%20American%20Partnership%20Blog%20Graphic.png)](https://dealengine.tech/resources/leading-north-american-pe-firm-adopts-deal-engine-for-deal-sourcing) Blog 14 May 2026 ## [Leading North American PE firm adopts Deal Engine for deal sourcing](https://dealengine.tech/resources/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... Admin [Read more](https://dealengine.tech/resources/leading-north-american-pe-firm-adopts-deal-engine-for-deal-sourcing) [![CEO Phil's interview with FinTecBuzz: “Data architecture is the real AI investment”](https://dealengine.tech/hubfs/Deal%20engine%20%26%20Fintech%20buzz-1.png)](https://dealengine.tech/resources/interview-with-fintecbuzz-why-your-data-architecture-is-the-real-ai-investment) Blog 29 Apr 2026 ## [CEO Phil's interview with FinTecBuzz: “Data architecture is the real AI investment”](https://dealengine.tech/resources/interview-with-fintecbuzz-why-your-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... Admin [Read more](https://dealengine.tech/resources/interview-with-fintecbuzz-why-your-data-architecture-is-the-real-ai-investment) [![Leading healthcare investor chooses deal engine to power data and AI strategy](https://dealengine.tech/hubfs/New%20Customer%20Partnership%202%20Blog%20Graphic.png)](https://dealengine.tech/resources/leading-healthcare-investor-chooses-deal-engine-to-power-data-and-ai-strategy) Blog 02 Apr 2026 ## [Leading healthcare investor chooses deal engine to power data and AI strategy](https://dealengine.tech/resources/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... Admin [Read more](https://dealengine.tech/resources/leading-healthcare-investor-chooses-deal-engine-to-power-data-and-ai-strategy) [![Why using Claude alone doesn’t scale in private markets](https://dealengine.tech/hubfs/Calude%20and%20Deal%20Engine%20Blog%20Graphic.png)](https://dealengine.tech/resources/why-using-claude-alone-doesnt-scale-in-private-markets) Blog 30 Mar 2026 ## [Why using Claude alone doesn’t scale in private markets](https://dealengine.tech/resources/why-using-claude-alone-doesnt-scale-in-private-markets) Claude and other frontier LLMs have fundamentally changed how work gets done in private markets. For the first time, dea... 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