Private Investment Firm Platform with AI Deal Screening and E-Signature

The challenge

A multi-generational family office and private investment firm needed a web presence that matched its reputation. It also needed a better way to handle the steady flow of acquisition opportunities coming in.

Opportunities arrived by email and phone, NDAs went back and forth as attachments, and there was no single view of where each deal stood.

What we built

A prestige public website. A dark, refined design tells the firm's story back to 1962. It presents the investment pillars, operating companies and real estate holdings.

A multi-audience intake funnel. Business sellers, partners and real estate contacts each get their own path, so every inquiry arrives with the right information.

A private deal-management platform. Leadership gets an admin CRM that tracks every acquisition opportunity from first contact to close.

How it works

• AI screening: each new opportunity is scored automatically on financials, strategic fit, seller motivation and timeline. The team can override any score.
• Deal pipeline: opportunities move through clear stages, with assigned reviewers and a full activity log.
• Online NDAs: prospects review and sign NDAs through private links, and the team sees when documents are opened.
• E-signature proposals: interactive proposals with scope tables and pricing are signed online and are print-ready.

Why it matters

The firm now presents itself the way it operates: established, discreet and professional.

Behind the scenes, the team spends less time sorting inquiries and chasing paperwork, and more time on the deals worth pursuing.