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DealTree
Your sourcing database

Bring your own sector and we will run it.

Thirty minutes, your criteria on the screen, and you keep the universe we build.

DealTree vs. your sourcing database

Criterion DealTree Your sourcing database Why it matters
Coverage 100M+ private companies and 1B+ people. 17 to 28 million companies on their own published numbers, and no index of people. A lower middle market universe only exists if the index reaches well below the companies that get covered by anyone else.
Revenue accuracy Estimates validated against filings, three to four times more accurate than leading list-building tools on lower middle market companies. 60 to 80% estimation error on $5 to 50M private companies. Screening on a wrong revenue figure cuts good companies and admits bad ones, and nobody finds out until someone is already on a call.
Classification Companies matched against the criteria you wrote. SIC and NAICS codes, set long before your thesis existed. Industry codes are assigned at incorporation, often by an accountant, and were never meant to describe a business model.
Research A cited dossier on every company in the universe, run at once. A filtered export. The research is still yours to do. Researching a sample means ranking on the companies you happened to look at first, not the best ones.
The warm path Ranked routes to the owner, weighted on years actually worked together. A contact record, where there is one. A mutual connection is not a relationship. Years worked together is, and that is what an owner answers.
Review Every recommendation and every draft comes to you first. Nothing to review. It does not draft. Sourcing output has to survive an IC meeting, which means every claim needs a source attached to it.

DealTree vs. a general AI tool

Criterion DealTree A general AI tool Why it matters
Coverage 100M+ private companies and 1B+ people. Whatever is publicly indexed and easy to find. A lower middle market universe only exists if the index reaches well below the companies that get covered by anyone else.
Revenue accuracy Estimates validated against filings, three to four times more accurate than leading list-building tools on lower middle market companies. No estimate it can stand behind. Screening on a wrong revenue figure cuts good companies and admits bad ones, and nobody finds out until someone is already on a call.
Classification Companies matched against the criteria you wrote. Whatever a company website says about itself. Industry codes are assigned at incorporation, often by an accountant, and were never meant to describe a business model.
Research A cited dossier on every company in the universe, run at once. One company at a time, sources unverified. Researching a sample means ranking on the companies you happened to look at first, not the best ones.
The warm path Ranked routes to the owner, weighted on years actually worked together. No access to your firm's network. A mutual connection is not a relationship. Years worked together is, and that is what an owner answers.
Review Every recommendation and every draft comes to you first. Sends nothing and tracks nothing. Sourcing output has to survive an IC meeting, which means every claim needs a source attached to it.

DealTree vs. doing it by hand

Criterion DealTree Doing it by hand Why it matters
Coverage 100M+ private companies and 1B+ people. Whatever the team can assemble from lists, conferences and broker relationships. A lower middle market universe only exists if the index reaches well below the companies that get covered by anyone else.
Revenue accuracy Estimates validated against filings, three to four times more accurate than leading list-building tools on lower middle market companies. Accurate where somebody checked, missing everywhere else. Screening on a wrong revenue figure cuts good companies and admits bad ones, and nobody finds out until someone is already on a call.
Classification Companies matched against the criteria you wrote. Judgment, applied unevenly across a long list. Industry codes are assigned at incorporation, often by an accountant, and were never meant to describe a business model.
Research A cited dossier on every company in the universe, run at once. Roughly 100 hours per 500 companies, per analyst. Researching a sample means ranking on the companies you happened to look at first, not the best ones.
The warm path Ranked routes to the owner, weighted on years actually worked together. Whoever a partner happens to remember. A mutual connection is not a relationship. Years worked together is, and that is what an owner answers.
Review Every recommendation and every draft comes to you first. Reviewable, but only as fast as a person can write it. Sourcing output has to survive an IC meeting, which means every claim needs a source attached to it.