Leading North American private equity firm with $12B+ in assets under management begins onboarding Deal Engine to support systematic deal sourcing, pipeline monitoring, and AI readiness.
LONDON, UK, 13 May 2026: Deal Engine, the dealmaking data engine for private markets, today announced that a leading North American private equity firm has begun onboarding the platform as part of a new multi-year agreement.
The firm, which recently closed a major new fund and is entering an active deployment phase, is adopting Deal Engine to support a more structured, continuously monitored approach to deal sourcing across its investable universe, while keeping its existing technology stack, including DealCloud, central to day-to-day workflow.
Identifying and engaging the right opportunities earlier
The firm's primary objective is to source and prioritize the strongest investment opportunities as early as possible, deploying capital with speed and conviction into a competitive market.
Deal Engine will enable the firm’s extensive deal team to:
- Continuously monitor and surface relevant companies across its deal sourcing universe
- Integrate external market data from multiple providers into a single, unified data environment
- Identify new pipeline opportunities at scale, aligned to the firm's investment thesis
- Track signals and triggers across active deals, watchlists, and longer-term targets
- Build a structured, AI-ready data foundation that evolves alongside the firm's strategy
By consolidating their own internal CRM data and external market intelligence into one connected environment, Deal Engine will support the firm with an always-on view of deal flow quality, rather than ongoing manual research or static lists.
Building a foundation for frontier AI capabilities
Beyond immediate sourcing improvements, the engagement is structured to support the firm's longer-term AI ambitions. The firm operates a sophisticated technology stack, including DealCloud, SharePoint, Claude, and Grata, alongside a range of market data providers. Like a growing number of technology-forward firms that have explored building proprietary data infrastructure in-house, the team identified the advantages of a proven, pre-built solution that integrates cleanly with existing tools and delivers results from day one. The focus now is on ensuring that infrastructure is capable of supporting agent-based workflows as these capabilities mature.
At a firm level, the goals include:
- Connecting proprietary and market data to support faster, better-informed deal decisions
- Enabling consistent AI-driven insight across the investment team, not just specialist users
- Establishing an AI-ready operating model positioned to take advantage of frontier model capabilities as they develop
Onboarding has begun and will be delivered in phases, starting with platform launch and CRM integration, followed by thesis-specific configuration and optimization.
"Firms entering active deployment phases need to move quickly and with conviction," said Steven Kolatac, North American Sales Lead at Deal Engine. "That requires more than access to data. It requires a unified, continuously updated view of the market built around how the firm actually works. We're proud to be supporting this team as they build that foundation."
About Deal Engine
Deal Engine is the dealmaking data engine for private markets, purpose-built to help firms centralize, enrich, and institutionalize market, proprietary, and public data. Increase dealmaker efficacy, improve resource allocation, enhance relationships, and originate the best-fit deals with Deal Engine.
Schedule a demo to see how this technology could help you unify your data, unleash your AI, and find and win more deals.*
