CLIENT STORY · PRIVATE EQUITY

The fund has embedded Dedale into its deal workflow as both a continuous intelligence platform and an on-demand advisory resource, giving the whole team a shared intelligence layer that makes screening faster and investment decisions sharper.

About the fund

This fund is a technology-focused growth equity firm investing in high-growth B2B software companies. With an active deal pipeline spanning multiple software verticals, the firm needs an intelligence layer that is both always-on, keeping the team current between deals, and deep enough to validate specific targets with primary research when conviction matters most.

The situation

In growth equity, the volume of opportunities reviewed before a deal is made is high, and the ability to screen efficiently without losing rigor is what separates the best-performing firms from the rest. The fund needed a resource that the whole investment team could use daily to stay informed across the markets they track, and that could go deeper on specific targets when a deal warranted it.

What creates real conviction is primary intelligence: the view from real customers and market practitioners that tells you whether the investment thesis holds up under scrutiny.

How we worked together

Dedale is embedded in the fund’s deal workflow as a dual resource: a platform the whole team uses actively to screen companies and track market developments across all B2B software segments including ecommerce, supply chain, cyber, developer tools, OCFO etc., and an advisory partner activated for deeper primary research when a specific target requires it.

The Dedale team has delivered advisory requests for the fund covering observability, supply chain, healthcare, automotive software, developer tools and OCFO, each providing a primary-research-grounded assessment of the target, its competitive positioning, and the dynamics of the market it operates in. The combination of platform access and targeted advisory work gives the fund team the breadth to screen efficiently and the depth to invest with conviction.

Use cases covered

• Continuous market intelligence: whole-team platform access for active screening across e-commerce, supply chain, cybersecurity, and developer tools
• Advisory requests: targeted primary research on specific targets including observability, supply chain, healthcare, and automotive software
• Flexible model: advisory credits available on demand, activated when a deal requires deeper primary research

The outcome

Dedale has become embedded in the fund’s investment workflow, used daily by the team to stay current on the markets they track, and activated for targeted primary research when a specific opportunity requires deeper investigation.

The model works because it is designed around how growth equity teams actually operate: always screening, always current, able to go deep fast when the moment calls for it. For the fund, Dedale provides the intelligence layer that makes that rhythm possible.