See every dealworth seeing,before anyone else.
Proprietary sourcing, banker coverage, and a pipeline your investment committee trusts. We build the CRM, data, and AI layer that turns your team's relationships and thesis into a repeatable deal engine.
Skydog is the partner of choice for asset managers overseeing $500B+ in AUM.
Where it breaks today.
What we hear most from deal and origination teams before we start.
Relationships live in inboxes
Who knows the founder, which banker owes you a look, and when you last spoke are scattered across personal inboxes. When someone leaves, the network leaves with them.
CIMs pile up unread
Teasers and CIMs arrive faster than associates can read them. Good deals get a slow no, and bad deals eat a week of work.
Pipeline reviews are archaeology
Stages are stale, passed deals have no reason recorded, and nobody can say which intermediaries actually send the deals you close.
02 · The system we build
Four layers. One system.
The AI your team works in, the CRM underneath it, the overlay products that feed it, and the data you already have, connected and governed.
LAYER 01
AI Transformation
What your team works in
AI triaging CIMs, building market maps, and drafting IC memos from your thesis, your past deals, and your diligence notes.
LAYER 02
CRM
The system of record
Salesforce Financial Services Cloud, DealCloud, or Affinity, configured around companies, intermediaries, deals, and the relationships that connect them.
LAYER 03
Overlay products
Data and workflow on top
LAYER 04
Your data
Where the truth lives today
Deal flow triage
Every CIM read and scored before the first call.
Inbound deals are read against your thesis the moment they arrive. The deal team sees fit, the relationship behind the deal, and similar deals you've already looked at, so the right ones get attention fast.
- Thesis fit scoring with the reasons spelled out
- The intermediary, relationship strength, and history on every deal
- Similar past deals and pass reasons, pulled from your own CRM
Project Atlas
Strong fitVertical software for dental groups · $18M EBITDA
via Meridian Partners · R. Chen
92
Fit
Why it fits
85% recurring revenue
Founder-owned, first institutional round
Add-on angle for Fund III platform
From your CRM
Banker relationship: warm, 4 touches in 12 months
Similar: Project Kestrel, passed on customer concentration
Project Birch
Partial fitSpecialty chemicals distributor · $31M EBITDA
via Calder & Co · J. Ortiz
64
Fit
Project Cove
Outside thesisConsumer subscription app · $6M EBITDA
via Inbound
21
Fit
Project Atlas matches your vertical software thesis. The CIM summary and three questions for the banker are ready for review.
Write the one-pagerIllustrative example. Names and figures are fictional.
The agent menu
The agents we build most often for deal and origination teams. If your team repeats it, we can build it.
Thesis Market Mapper
Give it a thesis; get a market map of every company that fits, cross-checked against your CRM.
Researches the space with your data providers and the open web, builds a structured list with ownership, size signals, and fit, flags companies already in your pipeline, and drafts outreach for the best fits.
What changes
What your team gets back.
A network that stays with the company
Relationships are captured as they happen, so coverage survives turnover and every partner can see who knows whom.
A faster yes, and a faster no
Every deal gets a structured first read on day one, so the team spends its time on the right ones.
A pipeline IC trusts
Current stages, recorded pass reasons, and source attribution turn pipeline reviews into strategy.
Private Capital
Built for every team at a Private Capital company.
Four teams, one connected system. Each gets the tools, data, and AI agents built for the way it works.
Institutional Capital Raising & Investor Relations
LPs, consultants, DDQs, and quarterly reporting.
Explore 02Private Wealth Capital Raising & Investor Relations
Wholesalers, advisors, platforms, and evergreen flows.
Explore 03Deal & Origination
Sourcing, intermediaries, pipeline, and IC.
You're here04Value Creation & Ops
Portfolio KPIs, portfolio company GTM, and AI rollouts.
ExploreFAQ
Common questions
Should we use DealCloud, Affinity, or Salesforce for deal flow?
It depends on team size, how much you rely on relationship intelligence, and whether fundraising and portfolio work live in the same system. We've built on all three and compare them in our DealCloud vs. Affinity vs. Salesforce guide.
Can you capture relationships automatically from email?
Yes. We set up email and calendar capture so interactions are logged against the right people and companies without manual entry, with controls for what stays private.
Can AI really read CIMs accurately?
AI is very good at a structured first read: extracting financials, summarizing the business, and checking fit against your criteria. We design it to cite the page behind every figure and leave the judgment to your team.
How do you handle MNPI and information barriers?
We mirror your information barriers in CRM permissions and AI tool access, so deal data is only visible to the people and agents cleared to see it.