CapabilitiesDeal Pipeline
Find the targets that fit your thesis.
Score every target against your investment thesis and the companies you already own. Research it, argue it, decide it. When a target becomes a deal, the work comes with it.
Deal Pipeline
What's included.
Your thesis, kept current
Sectors, size, geography and what you're hunting for, in Sherpa instead of last year's offsite deck.
A fit score you can explain
Each target is scored against the thesis, so the ranking comes from criteria, not a hunch.
Fit with what you own
Sherpa checks each target against the companies you already own, so fit means fit with the firm, not fit on paper.
Research in one place
Notes, research and questions stay with the target while you decide.
A clear recommendation
Go, no-go or needs more diligence, with the reasons for and against written down.
Public company financials
For listed targets, pull financials from SEC filings when you need them.
From target to deal in one step
Convert a target and the deal opens with your research already filed.
One pipeline for the firm
Every target at every stage, visible to the people who should see it.
How it connects
Nothing gets retyped when a target becomes a deal.
Most pipelines lose their reasoning the day a target converts. In Sherpa, the reasoning becomes the start of the deal file.
- ThesisWhat you want
- TargetScored for fit
- ResearchNotes and questions
- VerdictGo or no-go
- DealResearch already filed
Working alongside you
Henry works the pipeline with you. He finds the targets that fit, flags the ones that only look like they do, and makes the case for and against. The call is yours.