Solutions

Built for the teams that cannot outstaff the problem.

Two to ten people is the size of most lower middle market deal teams. DealTree is built for that shape of firm, whichever way it is structured.

By firm type

However your firm is structured.

01 / PRIVATE EQUITY

Private equity funds

Run more theses than your headcount should allow.

A two-analyst team can hold one or two live theses at a time. DealTree carries the universe-building and research for several at once, so the fund pipeline stays full without adding seats. The work stays reviewable: every target has a dossier and a stated reason it scored where it did.

Add-ons
Platform thesis described in plain language, matched on business model rather than industry code
Succession plays
Founder-owned companies approaching a handover, surfaced before an advisor is hired
IC-ready
Every number sourced, so the list survives the room
02 / FAMILY OFFICES

Family offices

No fund clock. Wait for the right one.

Patient capital’s advantage is time, and time is exactly what makes research go stale. DealTree keeps targets and relationships current for as long as it takes, and flags when an owner’s position changes, so you are already in the conversation when a founder is finally ready.

Persistent research
The universe mapped in March still holds in September
Intent signals
Ownership changes, openness to sell, board movement
Relationship memory
Paths to owners tracked across years, not projects
03 / INDEPENDENT SPONSORS

Independent sponsors

Punch above your overhead.

Without a captive research desk, the only way to bring LPs something proprietary is to do the work yourself. DealTree sources, qualifies, and finds the warm path, so the deal you take to capital is genuinely off-market rather than a broker list with your name on it.

No research desk
Universe and dossiers without a hire
Proprietary flow
Off-market names your capital partners have not seen
Cost basis
Priced against a tool, not an analyst salary
04 / SEARCH FUNDS

Search funds

One searcher, one shot at the right company.

A search is one person against a two-year clock, with no analyst to send back to the spreadsheet. DealTree runs the search criteria against the full universe, ranks fit, and finds who can get you in front of the owner directly, so the search stays a search and not a part-time data-entry job.

Solo-team scale
Coverage of a full search universe without hiring
Direct to owner
Warm paths, not a cold outbound campaign
Investor-ready
A defensible universe to show your search investors

Tell us how your firm sources today.

We will run your sectors before the call and show you what DealTree found.

Run against your own sectors · No data migration · Priced for lean teams