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.

The problem

Family offices are slowed down by research that decays between deals.

Research decays

The universe mapped in March is wrong by September. Someone has to re-run it, and usually nobody does.

Relationships live in inboxes

The conversation a principal had with an owner three years ago is the reason you get the call, and it is not written down anywhere.

Nobody is watching for the moment

Owners become willing sellers on their own schedule. Without a signal, you find out when the teaser arrives.

What DealTree does

Built for family offices.

✓
Persistent research

The universe mapped in March still holds in September, kept current without a re-run

✓
Intent signals

Ownership changes, openness to sell, board movement and advisor appointments

✓
Relationship memory

Paths to owners tracked across years and across the whole office, not per project

✓
No fund-clock pressure

Built to hold a list for years rather than push it through a deployment window

See how the agents work
The outcome

Ready the moment an owner is.

Research that stays current

The universe you mapped last year still holds today.

Memory that outlasts staff changes

Relationships and history stay with the office, not one person.

In first, not last

You hear an owner's position has changed before the teaser goes out.

In practice

Over years, not quarters

Year one

The universe is built once and then maintained, so the office is not re-buying the same research annually.

Ongoing

Signals surface when an owner's position changes, well before an advisor is appointed.

When the moment comes

The warm path is already mapped and the history is already written down.

Tell us how your firm sources today.

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