Opportunity Sourcing & Screening
Find and screen equity and credit opportunities early.
-
•Market Scanner
-
•Deal Triage Agent
-
•Transaction Comps Finder
-
•Owner Intent Signal
Not a prompt pack. Not a build-it-yourself kit. PEHero is a full agentic system for equity and private credit — scanning opportunities, underwriting cash flows and default risk, building models, and drafting IC memos while your team focuses on the call.
of private-capital specialists, on call
workflow stages, end-to-end
to a go / no-go decision
bring your own data
Find and screen equity and credit opportunities early.
Equity returns, credit risk, cash flows, and downside cases.
VDR audited, QoE validated, risks surfaced early.
Equity and credit memos, teasers, and investor reporting.
Monitor credit risk and drive equity value creation post-close.
Preview how PEHero's specialist agents approach screening, underwriting, and diligence. Sign in to review the full skill library.
Go / no-go in 90 seconds against your fund mandate.
Skill preview
“triage: DR VET veterinary clinic, €3.8M revenue, 76 employees, Vilnius”
5-year LBO model with sensitivity grid — editable assumptions.
Skill preview
“lbo: build a 5-year model for Kardiolita at 12% rev growth, 300bps margin exp”
Transparent obligor PD, facility LGD, EAD, and expected loss.
Skill preview
“default: estimate PD, LGD and expected loss for a 5.0x unitranche”
Probability-weighted loan DCF and fair-value bridge versus par.
Skill preview
“loanval: mark a 7-year unitranche at a 950bps market discount spread”
01
Market Scanner watches PitchBook, Grata, banker feeds, and proprietary founder outreach. Deal Triage returns a go/no-go on each in under 90 seconds against your fund's criteria.
02
Cap Table Parser, LTM Normalizer, and LBO Model Builder take seller financials into an IC-ready 5-year model with sensitivity and debt stack — already benchmarked against live transaction comps.
03
IC Memo Writer, Teaser Designer, LP Update Generator, and Portfolio Ops agents keep every thesis, covenant, and KPI variance in view from signing through exit.
Sourcing → triage
1,240 deals
surfaced and triaged against a lower-middle-market software mandate in one week of scanning.
Underwriting
3 days → 40 min
from seller financials + cap table to a full 5-year LBO model with sensitivity and debt stack.
Capital
60 LPs, ranked
by fund-fit, staleness, and commitment size — with drafted re-engagement emails.
Book a 20-minute walkthrough. We'll load one of your recent deals into PEHero and show you the full agent flow end-to-end.