Supercharge your deal origination efforts
Increase pipeline velocity and accelerate qualified opportunities in under 30 days with a toolkit designed for PE professionals.
"What an amazing tool, without it we would have lost oversight of all the companies, an efficient way for us to source companies, analyze them and keep track of them. We have already been able to identify +250 interesting companies that fit our criteria"
"I've worked in funds of different sizes and, after using HEAT, I can confidently say that this is the first time that I've seen a team free from Excel Hell in complete control of its process and with clear investment criteria applied consistently to all opportunities" ”
Source better
Finally Modernize Deal Origination
Consolidate numerous Excel files, data sources, documents, and emails into one efficient system.
- One Source of Truth
A clean, coherent, and consolidated view of all the financial information for your potential acquisitions.
- For Every Step in Deal Origination
Never lose track of any company, task, or contact. Keep your process organized by building company lists, using tags, filters, views, and more.
- Fully Custom Deal Sourcing
Make data-driven and transparent decisions by selecting targets that meet your fund’s investment criteria. All via customizable formulas, benchmarks, and analytics directly inside of HEAT
Originate and compare targets from any data source
With HEAT, you can quickly originate acquisition targets from any data source and create financial benchmarks for any company.
- Efficient Target Origination
- Leverage HEAT to swiftly originate potential acquisition targets from a variety of data sources, including financial databases such as SABI, FAME, and NBB.
- Customized Comparative Analysis
- Create bespoke financial benchmarks and conduct in-depth analysis of potential targets. Assess the financial health and growth potential of companies against your tailored investment criteria, ensuring a strategic and data-driven approach to acquisitions.
Customize your sourcing engine
With our customizable KPI and scoring algorithms, each fund can define what a good acquisition looks like and automatically evaluate thousands of companies to find the best investment opportunities.
- Advanced Analytics
- Track and adjust key performance indicators tailored to your specific investment strategies, enabling data-driven decision-making in your funnel.
- Automated Deal Scoring
- Sophisticated scoring algorithms automatically assess potential investments. Customize criteria based on your firm's unique investment thesis, ensuring a consistent and efficient evaluation of thousands of companies.
Centralize your deal management process
Easily manage your acquisition process and automatically assign tasks to team members using our customizable deal and relationship management module.
- Streamlined Task Automation
- Assign and track tasks automatically to team members, ensuring efficient progress through each stage of the deal lifecycle.
- Customized Deal Tracking
- Customizable deal management module allows you to monitor and manage every aspect of a deal, from initial contact to final acquisition, all in one centralized platform.
Frequently asked questions
Can’t find the answer you’re looking for? Reach out to our customer support team.
- How long does it take to set up the platform and start using it?
- You can be up to speed in less than 5 minutes in countries like Spain where you can directly feed data from popular data sources (e.g., Sabi). For more complex use cases, we can help you and your team with the setup.
- Do my investors need to have an account in the system so I can share companies with them?
- No. We offer a simplified login process to share companies with external users. This process does not require registration or the creation of a user account.
- How hard is it to customize the formulas and custom scoring criteria?
- HEAT offers a powerful graphical user interface to create any financial metric, criteria, and algorithm to score your deals.
- Is there a dedicated support team?
- Yes, HEAT offers dedicated support for setup, sourcing best practices, and data uploads.
Ready to get started?
Sign up for a free demo with our team below. We'll learn more about your current sourcing engine and explore ways HEAT can help.