Module 01Origination
Deal Sourcing & Screening
Screen companies against your investment thesis and surface a ranked shortlist of targets with supporting data.
- Today
- 8–12 hrs/week
- With AI built in
- ~30 mins
You decide what to pursue
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WinklixIT Solution Simplified
Business Units
For private equity, venture capital and investment firms, a fractional AI consultant automates deal screening, deck triage, IC paper drafting, data room Q&A and LP reporting. Deal teams can review around twice the deal flow and get back roughly 105 hours a quarter, while investment decisions stay with the partners.
By the Winklix AI consulting team · Last updated
One operating system for private equity and investment firms, plugged into the tools you already use. Pick the step that hurts most and that is where we start. Investment decisions and investor relationships stay with you.
Screen companies against your investment thesis and surface a ranked shortlist of targets with supporting data.
Read incoming pitch decks, extract key metrics and score each against your criteria for a fast first pass.
Build sector maps of players, trends and valuations from public and licensed sources.
Turn management meetings and expert calls into structured notes, risks and follow-up questions.
Assemble first-draft investment committee papers from diligence findings, models and your IC template.
Search the data room with cited answers, track open questions and flag inconsistencies across documents.
Collect and normalise portfolio company KPIs and produce monthly dashboards with variance commentary.
Draft quarterly LP letters and fund updates from portfolio data and deal activity.
Answer due diligence questionnaires and RFPs from your approved answer library, highlighting new questions.
Daily digests of relevant deals, news and regulatory changes across your sectors and portfolio.
Keep CRM records current from emails and meetings and surface relationships worth re-engaging.
Prepare valuation support and narrative commentary for quarterly portfolio reviews.
handed back to deal and portfolio teams every quarter. The parts AI does not touch, investment decisions and investor relationships, are where your team earns its fees.
Work out your numbersOur fractional Heads of AI have delivered AI in regulated, confidentiality-critical businesses and published the results.
from teaser to IC-ready paper, instead of weeks
documents a year assessed in days with generative AI
published AI case studies across finance, investment and professional services
delivery as standard, with deal and LP data never touching a public model
We align our success with our clients success : Our client-centric approach delivers clients satisfaction consistently .
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Coles Group engaged Winklix to develop its website and app using Adobe Experience Cloud for better customer experience.
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OnTheMarket partnered with Winklix for Salesforce implementation, application development, and digital transformation initiatives.
Valvoline partnered with Winklix for SAP HANA implementation and ongoing maintenance to improve operational efficiency.
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Winklix is trusted by renowned global brands, enterprises, and ambitious businesses to deliver technology solutions that create real impact. We take pride in building long-term partnerships through innovation, reliability, and results-driven execution.
No long proposals or drawn-out discovery phases. We move fast, build iteratively and show you real outputs early.
Choose your sector, browse its modules and spot the workflow costing your team the most time.
We estimate the hours you could get back, what they are worth and the best module to start with.
Your named team builds, configures and tests the module with your real work, then trains your people and hands over.
A bit of leadership, a bit of implementation and a bit of training, so every project gets delivered and actually used.
Model-agnostic and always improving. We use whichever AI model does the best job at the right running cost, and keep your modules up to date as the tools improve.
Move from seller discovery to completion with far less manual work on every deal.
Give advisory teams more room for client work, informed judgement and relationships.
Reduce document-heavy work while keeping professional review at the centre.
Create safer, traceable workflows for research, drafting and matter operations.
Turn site and compliance information into clear, repeatable client deliverables.
A fractional AI consultant, or fractional Head of AI, gives your business senior AI leadership, delivery and training on a part-time basis, without the cost of hiring a full-time Chief AI Officer.
They identify the workflows where AI saves the most time, build and integrate working AI modules around your tools and templates, set governance and review rules, and train your team so the modules are used every day.
A module is a focused AI solution for one workflow or a set of related workflows, such as proposal drafting, contract review or LP reporting. You start with one and add more only once the first has proved its value.
Typically within around 30 days of the discovery call. The prototype is tested on your own work and refined from real day-to-day use before it becomes a permanent part of your workflow.
The first prototype is fixed scope and fixed price, agreed before work begins. Ongoing AI leadership and further modules are scoped and quoted once requirements are clear.
Across our sector modules, the team time spent on a typical deal, matter, engagement or client year usually falls by 60–80%. For example, an M&A deal drops from around 300 hours to under 70, and a legal matter from around 100 hours to under 35.
No. Modules remove repetitive work so your people can spend more time on judgement, advice and client relationships. Every module keeps a human decision point.
We agree the data boundary, access model and review requirements before implementation, deliver under NDA as standard, and build within your confidentiality obligations and regulatory context.
No. We are model-agnostic and choose the AI model that gives the best result at the right running cost, switching when something better becomes available.
The modular approach works for any business that runs on research, documents, reporting and client relationships. Book a discovery call and we will map your biggest pain point.
Still have questions? We’re here to help. If you didn’t find what you were looking for, feel free to reach out—our team is ready to assist you.Have a question not listed here? Call our team :
Get In Touch With Our ExpertsBook a free 30-minute discovery call. We will work out how much time your team could get back, what it is worth and the best module to start with.