The AI operating system for private equity
Dealweaver sources targets, calls owners and scores every deal for risk and value, with a partner approving every step.
5+
Transactions facilitated
29 days
Average time to a signed LOI
1 system
From sourcing to diligence
One system for the whole deal
Mandates, targets, owner calls, broker email and CIMs live in one workspace. Every deal has an owner, and nothing waits on a status meeting.
See how it worksSourcing that follows the mandate
Brief Dealweaver the way you would brief an associate. It splits the work across your analysts by skill and capacity, checks every target against your pipeline and routes it to the partner who asked.
Owner calls, done properly
A voice agent calls off-market owners for you. It is honest about being AI, gets to the point fast, stops the moment it is interrupted and honors do-not-call on the spot. Interested owners are scored and booked.
Every deal, scored for risk and value
Dealweaver reads each CIM and listing, pulls the numbers that matter and scores the deal's risk. Then it rates the asking price as undervalued, fair or overvalued, and drafts your seller-call questions. Every answer cites its page.
The whole team on one screen
Channels for every mandate, a shared deal feed, built-in email and calendars, and a task board that shows who is ahead and who needs help.
From mandate
to meeting
01
Brief it
Describe what you are buying: sector, geography, size and what matters most. Plain English is enough.
02
Approve the plan
Dealweaver drafts the week: who sources what, and by when. Approve it, edit it or ask for changes. Nothing reaches your team until you do.
03
Work the pipeline
Targets arrive checked and routed. Owners get called, CIMs get read and interested sellers land on your calendar.
Partners decide
Dealweaver does the rest
Every plan, call and answer traces back to the person who approved it or the page it came from.
Activity · Southeast HVAC
Logged- 9:41 AM
Plan approved
3 assignments, 30 targets · by the operating partner
- 10:02 AM
Call opened with AI disclosure
Kestrel Air Services · recording consent captured
- 10:04 AM
Meeting booked
Thursday, 10:00 AM · owner confirmed by email
- 10:17 AM
Do-not-call honored
Number suppressed, queued calls cancelled
- 10:31 AM
Duplicate blocked
Same phone as a deal already in the pipeline
- 11:20 AM
Answer cited
Add-backs, Heron Mechanical CIM · page 31
- 11:22 AM
Deal scored
Heron Mechanical · low risk, undervalued at 2.8x
Approval first
Plans and reassignments go live only after a partner signs off, and every change is logged.
Calls that follow the rules
Consent, disclosure, calling hours and do-not-call lists are enforced before a number is dialed.
Walled workspaces
Each partner's deals, messages and mailboxes stay in their workspace unless they choose to share.
Private by default
Bank-level encryption in transit and at rest. Your data is never used to train models.
Questions
Anything else, email us.
What is Dealweaver?
Dealweaver is the AI operating system for private equity deal teams. Sourcing, owner outreach, CIM review and team coordination run in one workspace, and partners approve the work.
Who is it for?
Private equity firms, independent sponsors, search funds and operating partners running add-on strategies. If your team sources off-market deals and reads CIMs every week, it was built for you.
Does it replace our analysts?
No. It takes the admin off their plate: planning the week, checking for duplicates, chasing brokers and summarizing CIMs. Your team spends its time on judgment calls.
How do the owner calls work?
The voice agent calls off-market owners on a partner's behalf, during business hours in the owner's time zone. It is honest about being AI, asks for recording consent where required and stops calling anyone who asks. Every call is transcribed and scored, and interested owners are offered time with the partner.
How does Dealweaver score a deal?
It reads the CIM or listing and scores the factors that move value in a small business: size, margins, growth, recurring revenue, how much the owner works and who else can run it. That risk score sets a fair multiple range, and the asking price is rated undervalued, fair or overvalued against it. It also drafts the questions for your first seller call, and every answer links to the page it came from.
Who is Wren Asset Management?
Wren Asset Management is the company behind Dealweaver. The platform has facilitated 5+ transactions, with LOIs signed in 29 days on average.
How do we get started?
Book a demo and bring a live mandate. We will run Dealweaver on it with you, then set up a workspace for your team.