Define your thesis. FirmOptic's agentic swarm surfaces private companies that fit, researches each one against your criteria, and hands you a cited dossier your capital partners will actually read. First-pass diligence in hours, not weeks.
You signed the LOI. The exclusivity clock is running. You have sixty days to confirm the story, line up capital, and close, and you are doing it with a team of one or two.
This is the shape of the work for most independent sponsors, and the math does not favor the solo principal.
Sourcing is a full-time job you already have. Most independent sponsors still rely on sell-side intermediaries for deal flow. You and every committed fund are looking at the same auction books. Proprietary origination is the stated goal and the chronic bottleneck. You need more at-bats that actually fit your thesis, not another inbox of teasers.
First-pass diligence is time you do not have. An associate at a committed fund will spend a full week on a target before it ever reaches a partner meeting. You have a Saturday. Coverage depth is the first thing that slips: litigation history, tech stack, real owner demographics, the news trail. The deal either dies on a gap you missed, or you bluff past it and hope.
The capital partner call is make-or-break. Family offices, SBICs, and co-investors want a credible story with cited evidence, not a teaser and a hope (Akoya Capital). If your package looks like it took a weekend, you spend the next three weeks explaining instead of negotiating. And every week you lose is a week closer to a dead LOI.
Four capabilities that compress the 60-day sprint into something a solo principal can actually run.
Describe your acquisition criteria in plain English: industry, size, geography, ownership, soft signals. FirmOptic parses it into structured filters and custom research questions, then refines with natural-language edits ("Add Texas," "Move revenue to $8 to $25M"). Your thesis becomes the lens every company is evaluated through.
A purpose-built agentic swarm reads public filings, state registries, company websites, news, and review sites on every company you accept. It synthesizes what it finds into a narrative dossier covering ownership, financials, market, leadership, facilities, legal, and technology. Every claim is cited back to the source. You verify the line, not the whole document.
Every company is scored against your thesis, not a universal algorithm. Two principals evaluating the same company with different theses get different, equally correct scores. Sort your queue by fit and spend your reading time on the top five.
One click generates a structured memo: executive summary, company overview, financial signals, market and competitive landscape, risk, management, and sources. Share a memo link with a family office or co-investor. They read, they export to PDF, they come to the call informed. No login required on their side.
Directional benchmarks based on observed usage. Your deals will vary.
First-pass diligence: a cited dossier in about 15 minutes. What takes an associate days of reading, a FirmOptic dossier delivers in about 15 minutes.
Cost per researched company on Growth: under $4. At the Pro tier, every accepted company is a sub-five-dollar line item.
From screen to capital partner memo: same day. The research is the memo. You edit, you do not start from blank.
Sources cited per dossier: dozens, each one linked. Click any claim. Read the filing, the article, or the profile it came from.
Top-quartile sponsor output. Even the most prolific sponsors close only a handful of deals a year. The bottleneck is rarely sourcing; it is the capacity to move a target from interest to conviction.
Free gives you 5 company researches a month. Growth is $99 a month for up to 25, plus pipeline, contacts, and term sheets. Top-up packs of 20 to 200 researches are available in the app.