deal sourcing
5 Articles
Technographic Data for Private Equity: Validation Protocol
A 2026 validation protocol for technographic data in private equity: test website signals, measure precision and unknowns, and compare dataset costs with a reproducible mandate-specific scorecard.
How to Re-Screen Targets When Investment Criteria Change
A 2026 operating guide to re-screening acquisition targets after a mandate change, with version rules, impact analysis, a 500-record transition ledger, and comparability checks.
How to Know When a Private Equity Target Universe Is Complete
A 2026 PE research guide to source yield, list overlap, Chapman sensitivity estimates, identity matching, and a cost-aware stopping rule when no defensible firm-count denominator exists.
NAICS-SIC Crosswalk for Private Equity Screening
A 2026 protocol for mapping SIC to NAICS without changing a private equity mandate, with vintage controls, ambiguity rules, an audit-workbook schema, and coverage calculations.
Private Equity & Company Data Providers Compared (2026)
Private company data providers for PE deal sourcing compared: PitchBook, SourceScrub, Grata, PrivCo and Docket, with a field scorecard and cost model.