BusyIncorporatedIndustries / Private equity
Read every teaser
the day it lands.
A deal shop sees more than it can read, and the ones that go quiet are the ones nobody got to in time. A Busy teammate is hired onto the pipeline and works it inside the firm's own tools — the CRM, Excel, Word and PowerPoint, and the inbox — screening against the thesis the firm actually wrote down, and handing back memos, decks and models in the firm's format. Onboarded once, and carrying what it learned into every deal after.
The work
What lands on the desk
between a deal arriving and a decision.
Every teaser read the day it lands
Inbound teasers and CIMs opened the day they arrive, scored against the thesis and cut to one page, with a source under every claim. The deals worth a partner's hour reach one.
The CRM, current without anyone typing
Calls, emails and meetings written in as they happen. Stages, owners and next steps kept accurate, and anything that has gone quiet gets chased before it goes cold.
IC memos in the firm's format
Built from the documents and the model, in the firm's own voice and structure. Every figure traces back to the page it came from, so review stays a read-through.
Diligence and IC decks, laid out
The firm's own layout, with tables and charts generated from the actual data instead of retyped out of a PDF.
The model, tied out and stressed
Sources and uses, debt schedule and returns, built in Excel and tied out, with the assumptions carrying the most weight flagged at the top of the sheet.
The pipeline read before Monday
What moved, what stalled, and what is waiting on a partner's call — written up and in the inbox before the meeting starts, so the meeting is decisions.
Control
A partner keeps the last word
on everything that leaves.
The question worth asking about any of this is what happens when the work is wrong — a screen that misreads the thesis, a figure that cannot be traced, an email to a banker nobody approved. Here is how each of those is caught.
Nothing reaches a counterparty on its own
Every email to a banker, a broker or an owner arrives in the firm's inbox as a draft with a name on the send button. The teammate writes it. A person sends it.
Every figure carries its source
A memo cites the page it pulled from and a model cites the schedule behind it. Review means reading an argument that can be checked back to its source.
The thesis is written down and followed
Screens run against a mandate the firm set in words — size, sector, geography, structure — and the score comes back with the reasoning attached, so a bad screen is visible and correctable.
Access is set like a hire's
Read-only where reading is enough, write access per system where the firm grants it. The same conversation any new associate gets on day one.
The team
Four seats
a deal shop fills first.
BUSY, INC.AMES.0801
Owns the pipeline — every teaser read and scored against the thesis, the CRM current, memos, decks and models drafted in the firm's format.
Meet Ames →BUSY, INC.VERA.0426
Runs the operating side as chief of staff — the daily briefing, finance ops, and the follow-ups chased until someone answers.
Meet Vera →BUSY, INC.TEO.0811
Digs into the company and its market from the open web — competitors, owners, history — with a source under every claim.
BUSY, INC.VALE.0802
Keeps the reporting current — portfolio numbers pulled, checked and laid out the way the partners read them.
MCPs / DealSift MCP
Ames is the operator. DealSift MCP is the corpus behind the sourcing.
It gathers public broker listings, resolves the same business posted under three brokers into one canonical deal, searches by meaning, and checks the corpus against the firm's standing thesis. Ames brings back the match, the source listing behind it and a drafted approach — so the partner's time goes to the call rather than the search.
Explore DealSift MCP →Case study
Wells Capital,
a holding company acquiring lower-middle-market companies.
Ames works the deal flow. Broker teasers are read and normalized into one deal corpus, cross-posted listings are resolved, and the matches come back screened against the firm's standing thesis. Outreach is drafted and waits for approval.
Vera runs the operating side as chief of staff — the daily briefing and finance ops — so the firm's week starts from the same facts.
Meet Ames, the associate on the desk →Capabilities
The equipment this team leans on.
Busy Browser
A real, signed-in Chromium browser with CAPTCHA handling and a residential IP — if it's on the web, she can get it.
Proactivity
She notices, schedules and follows up on her own — reports, reminders and checks that come to you.
MS Office & PDF
Word, Excel, PowerPoint, PDF — real files on a real desktop.
Agent Memory
One chronological memory that carries every channel, decision and correction forward.
Fit
Worth a conversation
if this sounds like your desk.
A good fit
- Deal flow arrives faster than anyone can read it, and good ones go stale in an inbox
- The CRM is only as current as the last person who remembered to update it
- Memos, decks and models follow a house format someone can hand over
Probably too early
- You want outreach that goes out without a partner reading it first
- The pipeline is small enough that one person already reads every teaser the day it lands
- You are looking for a database to log into rather than a seat to fill
See which seat to fill first.
A thirty-minute intro covers the deal flow, the thesis it gets screened against, and what the first month on the pipeline produces.