Where deals come from, tracked properly, so you can see which sources actually produce and which just look busy.
We build the systems that carry the work around your deals. You make the decisions. The systems do the rest.
If your team is the one who sources, reads, chases and updates, your deal flow moves at the speed they do, and it stops when they stop. We build the systems that carry the work, so your people spend their time on judgment.
Five places a deal loses time. Each one can be measured.
Where deals come from, tracked properly, so you can see which sources actually produce and which just look busy.
Incoming deals read, sorted and checked against your criteria, so your team does not read every one by hand.
Evidence, documents and open questions tracked and chased, so a live deal never waits on one person’s inbox.
Deadlines, approvals and handoffs in one place, so the final stretch does not rely on anyone’s memory.
What happens after the deal: numbers from each business in one view, updating without anyone chasing them.
We do not pick the stage in advance. The audit shows where the time actually goes, and we start there.
There is no menu. These are examples. After the audit we scope what matters most.
Finding the right businesses and owners, reaching out, and tracking every reply, so sourcing does not depend on one person’s inbox.
Incoming deals are read and checked against your criteria first. Your team sees the shortlist and the reasons, not the pile.
Agents that read financials and documents and write the first summary, with the numbers and the doubts marked, ready for your team to judge.
Agents that check documents and data for gaps and mismatches and list what still needs a person’s attention.
The numbers you need in one place, updating from the tools you already use, with an alert when something moves.
Built around how your firm already works. Everything runs in your own accounts. You keep it if we stop working together.
is building NoxWhale Systems, working with investment firms on the systems that carry the work around a deal — sourcing, screening, diligence, close and reporting.
He has built AI systems for agencies and service businesses. Investment firms face the same problem, and the payoff is larger here: hours returned to a deal team go straight into judgment, which is where the returns are made. He documents the work in public as it happens — what holds up, what breaks, and what changes because of it.
The questions we get asked most often.
Firms that buy and run businesses: private equity, independent sponsors, search funds and family offices with a direct investment team.
The audit is free for now. A build is priced after the audit, in writing, before anything is built. There is no price list because every build is different.
Usually about a week once we agree what to build, depending on what the audit finds. You get the timeline in writing before you commit.
Yes. It is built in your accounts and documented, so you keep it if we stop working together.
We sign an NDA before anything confidential is shared. Builds run in your own accounts and the tools you already use, so deal data stays where it lives. We take only the access a build needs, and it ends when the engagement does. Where a build uses an AI tool to read documents, we agree which tools and on what terms first.
In three days we map how your firm moves a deal from first look to close, mark the steps that genuinely need your people, and measure where time is lost. You get a one-page report: your weakest stage, what it is costing you, and the first thing to fix. Whether or not you work with us.