Case studiesCase study · Private Equity

105 deals in 60 days, from 15 hours each to under one

New Majority Capital's entrepreneurs were spending 10 to 15 hours reviewing every deal before they knew if it was worth pursuing. We turned that into a first read in minutes, and they screened 105 deals in the first 60 days.

New Majority Capital · Backs entrepreneurs acquiring small businesses · Providence, RI

Industry
Private Equity
Use case
Deal screening · review · intake throughput
Headline result
105 deals screened in 60 days
01 · The challenge

Where the time was going

New Majority Capital's entrepreneurs review hundreds of deals a year, and every one arrived as a pile of raw materials that took 10 to 15 hours of manual reading, modelling and analysis before anyone could say whether it was worth pursuing. That bottleneck set the ceiling on how many deals the team could actually get through.

  • 10 to 15 hours of manual review, modelling and analysis on every single deal.
  • Time going into data entry instead of judgement and decisions.
  • Review protocols that varied from person to person across the network.
  • A speed disadvantage in fast-moving small-business acquisitions.
02 · What we did

DealSage, on their intake

We ran a 60-day pilot: onboarding and hands-on training for the acquisition entrepreneurs, refinement against how the team actually works, then a rollout across the wider NMC network. DealSage takes the raw deal materials, reconciles the financials, and returns a scored, structured read the team can act on.

  • Financial reconciliation from raw, inconsistent inputs.
  • Visual business scorecards for a fast, consistent read.
  • One standard review protocol across the whole network.
  • Shared, unified documentation the team works from together.
03 · How it works

Three steps, one workflow

Step 01IngestRaw deal materials come in and DealSage reconciles the financials automatically, whatever shape they arrive in.
Step 02ScoreThe deal comes back as a visual scorecard, so the entrepreneur gets a consistent read in minutes, not hours.
Step 03DecideThe team moves straight to judgement: from deal materials to a submitted LOI in 25 to 30 minutes.
The results
105deals screened in the first 60 days
10-15 hrsof review per deal, cut to under one
25-30 minfrom deal materials to a submitted LOI
1 protocolstandardised across the whole network

Havell Rodrigues, CEO and co-founder of New Majority Capital, said DealSage “meaningfully helped streamline how our internal team and entrepreneurs evaluate opportunities.” The bigger shift is throughput: when a first read drops from most of a working day to a few minutes, the same team can get through an order of magnitude more deals, and spend the time they save on the ones that matter.

“DealSage has transformed my deal review process. Now I can go through deal materials to submitting an LOI in 25 to 30 minutes.”
Entrepreneur · New Majority Capital

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