Results at a glance 

• 38% more deals evaluated per year 

• 3 days faster to LOI submission 

• 3 competitive processes won in year one 

• 100% of historical deal intelligence instantly searchable across Salesforce, SharePoint, FactSet, and Outlook 

The Challenge

For a multi-billion dollar private equity fund operating across two continents, deal flow was never the constraint. With a seasoned team of 275 investment professionals spanning 9 offices across the US and Europe, the firm had the talent, the capital, and the pipeline to be highly competitive. What they lacked was the infrastructure to move at the speed their opportunity set demanded. 

With Capsa, this $23bn AUM fund evaluated 38% more deals per year without adding a single person to their team. 

Like many large private equity firms, their institutional knowledge was fragmented across systems. Deal history lived in Salesforce, relationships in Outlook, and IC memos in SharePoint, meaning professionals spent hours rebuilding context before every new opportunity, limiting the number of deals they could meaningfully pursue. They needed enterprise search and deal stack connectivity built for the way private equity actually works.  

The Solution

Capsa's Enterprise Search unified the firm's entire deal stack into a single, searchable layer, giving every professional instant access to the institutional memory scattered across their systems.

• SharePoint Live Sync kept the firm's document library continuously updated and searchable within Capsa, meaning IC memos, diligence files, and deal notes were always current and never more than a search away

• Salesforce integration surfaced the full history of every relationship and prior deal interaction, eliminating the need to manually piece together context before a new opportunity

• FactSet integration brought market and company data directly into the workflow, reducing the time spent switching between tools during diligence

• Outlook integration connected relationship history and communications, so professionals could see the full context of every counterparty relationship and generate emails in seconds

The result was 38% more deals evaluated in year one with the same headcount, a 3-day reduction in time to LOI submission, and three competitive processes won outright by moving faster than the competition. 

"Every professional now has an AI IC member with full firm memory." - Principal at $23bn AUM fund

Turning fragmented institutional knowledge into a live, searchable asset is one of the most significant operational advantages a fund can have. This is what that looks like in practice. 

The Capsa Effect 

• 38% more deals evaluated per year 

• 3 days faster to LOI submission 

• 3 competitive processes won in year one 

• 100% of historical deal intelligence instantly searchable across Salesforce, SharePoint, FactSet, and Outlook