Gamut
VC & Investing

Deal Origination & Memo Agent

Turn an investment thesis into a sourced, enriched target list and a draft IC memo in one workflow.

Updated

Connects with

PitchBookPitchBookGrataGrataLinkedInLinkedInAffinityAffinityAttioAttioHubSpotHubSpotGoogle DriveGoogle Drive
Download template

The problem it solves

Deal origination work is scattered across PitchBook, Capital IQ, Grata, LinkedIn, your CRM, and a stack of half-finished memo docs, so analysts burn hours stitching research together by hand. This agent consolidates sourcing, enrichment, memo drafting, and diligence tracking into a single workflow, so the team spends time on judgment instead of copy-paste.

Who it's for

  • Private equity and growth equity deal teams
  • Venture capital investors running thesis-driven sourcing
  • Investment banking and M&A advisory associates
  • Corporate development teams building buyer/target lists
  • Deal origination and research analysts

What it does

  1. 1

    Capture the mandate

    Give the agent your investment thesis or M&A mandate and it extracts sector, geography, revenue/EBITDA criteria, and strategic filters like ownership type and growth profile.

  2. 2

    Source the target list

    It researches across PitchBook, Capital IQ, Grata, LinkedIn, and the web to surface candidate companies matching your criteria.

  3. 3

    Prioritize with rationale

    Each target is returned with sector, size signal, ownership structure, key contact, and a clear origination rationale, tiered by fit with the mandate.

  4. 4

    Enrich and draft outreach

    It summarizes recent news, financing events, and leadership changes per target and drafts personalized first-touch emails or LinkedIn messages for review.

  5. 5

    Draft IC memos and summaries

    From research notes and uploaded materials it drafts investment committee memos and deal summaries in your firm's preferred format, flagging missing data.

  6. 6

    Track diligence and the data room

    It maintains a tracker of open diligence requests, documents received versus outstanding, and upcoming deadlines.

  7. 7

    Nudge on overdue items

    It sends Slack reminders when diligence items are overdue or deadlines like LOI expiry and exclusivity windows are approaching.

Key benefits

  • Consolidate origination research that currently lives across five or more tools into one agent
  • Go from thesis to a prioritized, sourced target list with contacts and rationale in minutes
  • Produce first-draft IC memos and deal summaries in your firm's format, not a generic template
  • Cite sources and clearly label unverified estimates so partners can trust the output
  • Never lose track of open diligence requests or an approaching exclusivity deadline
  • Free analysts from copy-paste research so they focus on judgment and deal selection

Sample use cases

A buyout fund opens a new thesis in HVAC distribution across the Southeast

The agent sources 20 companies with $10M-$50M revenue, returns ownership structure, key contacts, and origination rationale, and tiers them by fit.

An associate needs to enrich a cold target list before outreach

The agent summarizes recent news, financing events, and leadership changes for each company and drafts personalized first-touch messages for the deal team to send.

A partner needs an IC memo before Monday's committee meeting

The agent drafts the memo in the firm's section format from research notes and uploaded materials, incorporating financials and comps and flagging gaps to validate.

A live deal is mid-diligence with a closing deadline

The agent tracks data-room documents received versus outstanding and sends a Slack nudge when items are overdue or the LOI is about to expire.

Key integrations

  • PitchBook

    Browser-based company research and target sourcing for private market data

  • Capital IQ

    Financials, ownership, and comparable transaction research

  • Grata

    Sourcing and discovery of private, often hard-to-find companies

  • LinkedIn

    Identifying key contacts and surfacing leadership changes

  • Affinity

    Relationship and deal pipeline tracking for the origination team

  • Attio

    CRM for logging targets and updating deal stages

  • HubSpot

    CRM option for pipeline and contact management

  • Google Drive

    Memo storage and retrieval of uploaded deal documents

  • Slack

    Origination alerts and diligence deadline nudges

Deal origination has always been a research bottleneck: the data exists across PitchBook, Capital IQ, Grata, and LinkedIn, but turning it into a tiered target list and a committee-ready memo is slow, manual work. This agent runs that pipeline end to end while keeping a person in the loop on every decision that matters.

Because it works against your specific mandate rather than a static private equity deal sourcing database, the output reflects your thesis, your size criteria, and your memo format. It cites its sources and labels unverified estimates, so partners can trust what lands in front of the investment committee.

Getting started

  1. Import the workspace — Add the Deal Origination & Memo template to your Gamut workspace.
  2. Run agent-onboarding — The onboarding skill asks about your firm, thesis, and memo format preferences, then connects Google Drive and Slack.
  3. Give it a first task — Try a request like sourcing 20 HVAC distribution companies in the Southeast with $10M-$50M revenue for a buyout mandate.

Frequently asked questions

What does the Deal Origination & Memo agent do?

It turns an investment thesis or M&A mandate into a sourced, enriched target list with outreach hooks, drafts IC memos and deal summaries, and tracks open diligence requests. It consolidates M&A deal sourcing and memo work that usually spans several tools.

Does it act on its own without approval?

No. It drafts target lists, outreach messages, and memos for your team to review before anything is sent or filed. You stay in control of every external action; the agent prepares the work and flags what needs validation.

Which systems does it work with?

It researches across PitchBook, Capital IQ, Grata, and LinkedIn, stores memos in Google Drive, sends nudges in Slack, and can log targets and deal stages in CRMs like Affinity, Attio, or HubSpot.

How is this different from manual deal sourcing or generic tools?

A standalone deal sourcing platform gives you a database, and a generic chatbot has no context on your mandate. This agent runs the whole loop: it sources against your specific thesis, cites sources, drafts memos in your firm's format, and keeps diligence on track.

Can it draft IC memos in our firm's format?

Yes. During onboarding you upload a sample memo or paste your section headings, and the agent follows that structure when drafting investment committee memos and deal summaries, flagging any sections where data is missing.

How much does it cost?

The template itself is free to import into your Gamut workspace. You run it on your own Gamut plan and connect your existing research subscriptions and CRM, so there is no separate deal sourcing software fee.