Draft case studies from the DealForge beta cohort.

Problem:A single associate was running four sourcing platforms with no outbound cadence, so the IC kept reviewing the same broker-deck names on rotation.

Outcome:DealForge delivered a weekly 10-target list scored on criteria fit, financial fit, and transition readiness so the partner and associate could walk into IC with the same shortlist each Monday, and within the first two cycles the team was moving qualified targets through IC at well above the throughput it had been seeing from inbound only.

“We stopped hand-curating on Sundays and started talking to owners on Mondays.”

Problem:A tight specialty-machining thesis was scattered across state filings and trade journals with no clean view of which owners were already in dialogue.

Outcome:DealForge layered a continuously-refreshed, owner-confirmed universe on top of the firm’s existing broker relationships and surfaced unique tuck-ins and add-ons the partner had never seen on a deck, so the partnered IC could finally size its real addressable set instead of guessing from broker rotation.

“DealForge surfaced tuck-ins I had never seen on a single broker deck — that list alone reframed the pipeline.”

Problem:Without a dedicated analyst, owner-outreach gaps between delivery cycles meant new targets sat cold for three to six weeks before anyone re-engaged.

Outcome:DealForge owned the follow-up loop between weekly deliveries, queueing owner outreach against the firm’s calendar and re-engaging cold targets on a defined cadence, and across the first two cycles that discipline put a previously-quiet thesis back in motion.

“Our thesis had gone quiet because no one was working it between deliveries — DealForge brought the cadence back.”