Bathymetric depth map of Lake Tahoe as glowing contour lines on a data grid
Technology

Not software users.
Software builders.

Most sourcing firms buy software. We build it. Engineers on staff. Tier 5 OpenAI and Tier 4 Anthropic partner, with Salesforce, Microsoft, and DealCloud integration expertise.

Engineering partnerships
OpenAI
Tier 5 Partner
Anthropic
Tier 4 Partner
Salesforce
Partner
Microsoft
Partner
DealCloud
Integration Expert
Proof, not adjectives
83.4M
Proprietary records
94%
Deep-research accuracy

Our deep-research agents are built and benchmarked in-house against a graded evaluation set — holding a wide, measured accuracy lead over frontier generic models, across a proprietary database of 83.4M records.

Research accuracy benchmark
Tahoe deep-research agents 94%
Claude Opus 4.8 60–70%
GPT-5.2 60–70%
Frontier generic models · 60–70% baseline
The stack

Six layers of origination infrastructure.

01

Proprietary research models

Custom LLM pipelines tuned to deal sourcing — entity resolution, ownership graphs, signal extraction. Built by engineers on staff.

02

Universe graph

A continuously refreshed graph of operators, companies, capital events, and inflection signals across our covered markets.

03

Workflow automation

Outreach orchestration, calendaring, CRM hygiene, and reporting — automated end-to-end so the human time is spent with founders.

04

CRM integrations

Native, bidirectional integrations with DealCloud, Affinity, Salesforce, and HubSpot. Your system of record stays the source of truth.

05

Founder intelligence

Personalized briefing packs that make every outreach feel like a peer reaching out — because it is.

06

Security & confidentiality

SOC 2-aligned controls, data isolation by client, and explicit founder consent gating before any information moves.

Why this matters

The firms that win the next decade of deal making will treat origination like a product, not a service line.

Our PE partners get the leverage of an in-house engineering team without the cost or recruiting risk of building one. Faster cycles. Better signal. Compounded relationships.

See it in action

Walk through our stack.