Real Results. Anonymous Clients.

After we integrated DealCloud with PitchBook and automated our CIM intake workflow, our analysts reclaimed roughly 12 hours per deal. IC memo prep went from 3 days to same-day. We closed 4 add-ons in the quarter we previously would have processed 1.

— Managing Director, Lower-Middle-Market PE Fund (AUM: $400M–$800M)

We were paying for six software tools and using maybe 40% of the features in two of them. PE Tech Partners audited our stack and helped us consolidate. We cut $180K in annual SaaS spend and actually got more functionality out of what we kept.

— COO, M&A Advisory Boutique (12-person team)

NDA-to-exclusivity used to take us 6–8 weeks on a typical deal. After the pipeline and diligence workflow overhaul, we're consistently hitting 3–4 weeks. That speed has become a real differentiator with intermediaries — they know we move.

— Partner, Growth Equity Firm ($1.2B AUM)

Our LP reporting used to occupy two analysts for nearly a week every quarter. Between manual data pulls, formatting, and review cycles, it was brutal. Now it's automated end-to-end — one analyst, one day, zero complaints from LPs. That alone justified the engagement.

— CFO, Multi-Strategy Private Equity Firm

We'd had a data breach scare — nothing material, but enough to know our deal document security was not where it needed to be. PE Tech Partners locked it down inside 30 days. SOC 2 aligned, zero new software to learn, fully integrated with how we already work.

— General Counsel, Mid-Market PE Firm

We came in expecting to buy new software. They came back and told us we didn't need it — we just weren't using what we had. That kind of honesty is rare. They optimized our existing Affinity + Slack + Google Workspace setup and we saw immediate productivity gains.

— Founding Partner, Boutique M&A Advisory