Screen & search
"Show me middle-market PE firms in Texas with AUM over $500M."
"Find packaging-sector buyouts over $500M since 2023 with disclosed values."
"Which law firms advised the most PE deals in the last 12 months?"
"How many software deals happened in California in 2025?"
Source buyers & targets
"Which firms would buy a $30M revenue HVAC distributor in Florida?"
"Who's rolling up the veterinary space right now?"
"Find add-on targets similar to Dental Intelligence."
"Which PE-backed companies have been held for 4+ years in industrial services?"
Research a firm or company
"Give me a full dossier on Audax Group."
"Who owns Imperial Dade, and who owned it before?"
"Show Blackstone's current portfolio sorted by hold period."
"What's Platinum Equity's address and phone number?"
Market intelligence
"How has software M&A trended over the last five years?"
"Which states have the most healthcare services deals?"
"Which European firms are buying US industrial companies?"
People
"Who runs business development at Audax?"
"Which professionals joined Vista Equity recently, and from where?"
Your saved work
"What are my saved searches?"
"Run my Minnesota PE Backed search."
"Show my sponsor coverage list and put the firms on a map."
Tips for better answers
Ask follow-ups. The assistant keeps context — "now just the ones in Texas" or "put those on a map" works.
Be specific about geography and size. "Middle-market industrial firms in the Southeast" beats "some PE firms."
Ask for the format you want. Tables, maps, contact sheets, one-line summaries — say so.
Chain your research. Search → pick one → dossier → who'd buy it → who advised — each step builds on the last.