Workflow
Target Screening
Screen thousands of potential M&A targets against your firm's exact investment criteria. Auto-generate strategic buyer lists using PitchBook and live web crawls.
How Underlying automates Screening
1
Criteria Ingestion
Input natural language screening parameters (e.g., "B2B SaaS companies in Europe with $10M-$50M ARR and founder-led").
2
Data Enrichment
The engine queries PitchBook via API, cross-references with DealCloud for prior interactions, and crawls company websites for product validation.
3
List Generation
A structured Excel screening sheet is generated, scoring each target against the initial criteria with hyperlinked sources.
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