deal origination
6 Articles
Private Equity Research Handoff Checklist: Evidence and Gaps
A 2026 private equity research handoff checklist covering identity, mandate results, source-to-claim evidence, review status and owned open questions, with a manifest and machine-readable schema.
CRM vs. Research Database vs. Evidence Store Guide
A 2026 field-ownership guide for private equity origination, covering authoritative systems, event contracts, reconciliation metrics, and vendor-exit tests.
How to Find Out if a Company Is Private Equity Backed
A 2026 evidence protocol for verifying PE ownership using entity resolution, closing records, sponsor portfolios, transaction chains, and five decision statuses.
UCC Lien Search for Private Equity: Proof and Gaps
A 2026 PE origination guide to UCC lien searches, covering filing-office choice, debtor-name variants, filing lifecycle, triage logic, and a reproducible evidence worksheet.
How to Identify the Same Company Across State Registrations
A 2026 evidence-based guide to domestic and foreign registrations, canonical entity keys, filing-image review, and cross-state deduplication metrics.
What Does a Form D Filing Reveal About a Company?
A 2026 field guide to Form D evidence, including issuer identity, offering amount versus amount sold, amendments, revenue bands, and corroboration steps.