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AI Acquisition System

From new offering to acquisition review.

Offering emails become screened opportunities, first-pass underwriting and a ranked pipeline for weekly and monthly leadership review.

What the team receives
  • Screened opportunities
  • First-pass underwriting
  • Ranked pipeline
  • Weekly & monthly reports

From the first email to leadership review.

How the work moves
Receive & organize

  1. Offerings arrive

    Separate new deal flow from duplicates and noise.

  2. Abstract the facts

    Read emails and materials into a consistent summary.

Qualify & review

  1. Check the buy box

    Screen stated facts. Keep missing information visible.

  2. Request missing materials

    Draft the deal-room request. The team reviews and sends.

  3. Run the financial pass

    Calculate first-pass underwriting once source financials arrive.

Track & brief

  1. Update the pipeline

    Rank qualified deals with supported KPIs and next actions.

  2. Report to leadership

    Deliver weekly and monthly pipeline breakdowns.

Illustrative workflow. No client records shown.

The team stays in control

Strata sends materials requests, sets pricing and makes every investment decision.