Advanced Deal Sourcing & Proprietary Origination

This one-day masterclass, delivered by seasoned PE deal-sourcing practitioners, equips investment teams with the frameworks to build proprietary deal flow rather than compete in auction-led processes. It covers thesis-driven sourcing, sector mapping, intermediary and promoter network strategies, pipeline management, and preliminary screening — combined with AI-powered tools to accelerate signal detection and target shortlisting. The course focuses on practical workflows, real deal examples, and hands-on exercises to help participants build and manage an IC-ready pipeline.

Features:

– Build sector theses and market maps using top-down and bottom-up frameworks
– Develop proprietary origination channels through banker, promoter, and advisory networks
– Design and manage a structured deal funnel from lead to LOI
– Apply screening frameworks to identify red flags and prioritize opportunities
– Use AI tools to accelerate market scanning, signal detection, and target shortlisting