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105 Deals in 60 Days:

How One Social Impact Fund Streamlined Their Deal Review Process

Company:

New Majority Capital

Industry:

Private Equity

Location:

Providence, Rhode Island

DealSage & New Majority Capital Logos
DealSage & New Majority Capital Logos
DealSage & New Majority Capital Logos

"At NMC, we' re always looking to support our organization with the best technology. DealSage has meaningfully helped streamline how our internal team and our entrepreneurs evaluate opportunities - cutting down hours of manual work so they can stay focused on the deals that matter. This has been a game changer for our fund, NMC Fund I as well as for our bETA alumni”
— Havell Rodrigues, CEO & Co-Founder, New Majority Capital


The Challenge

New Majority Capital is a hands-on investment fund, making investments in and supporting their entrepreneurs as they navigate and execute business acquisitions. Their entrepreneurs review 100s of deals annually - the challenge wasn't just volume, it was velocity.

  1. The bottleneck:

Each deal required 10+ hours of manual review, modeling, and analysis before the entrepreneurs could determine if it was worth pursuing. This slowed down their ability to move quickly on the right opportunities.

  1. The impact:

  • Too much time on manual data entry work, not enough on judgment and deal execution.

  • Different processes and review protocols across the team.

  • Competitive disadvantage in fast-moving acquisition processes.

"We needed to help our our bETA alumni cut through the noise faster. The small business acquisition market moves quickly - you can't spend two weeks modeling a deal that won't work."
— Lindsay Siegel, Managing Director, New Majority Capital.



The Solution

NMC piloted DealSage over 60 days:

  1. Onboarding & Training:

Brought DealSage to NMC's acquisition professionals, providing hands-on training on the platform's core capabilities.

  1. Product Refinement:

Worked closely with the team to gather feedback and refine workflows based on their specific deal evaluation needs.

  1. Full Rollout:

Following successful pilot results, deployed DealSage across the wider NMC network.



The Results

*105 Deals Evaluated in 60 Days*

  1. Before DealSage:

  • 10-15 hours per deal analysis

  • Time spent on manual review, financial auditing, modeling and data extraction.

  • Different review protocols across entrepreneurs.

  1. After DealSage:

  • <1 hour per deal analysis

  • Time spent on judgment-based decision making, not data entry

  • Streamlined, consistent review process for the full NMC team

  1. Additional benefits:

  • Enhanced collaboration: Entire firm pulling from the same source documentation and analysis.

  • Consistent quality: Uniform review protocols ensure nothing falls through the cracks.



What The Team Says

"I'm blown away by it. I've never seen anything like it. I love it."

"DealSage has transformed my deal review process. Now I can go through deal materials to submitting an LOI in 25-30 minutes. I get a clear sense of the opportunity, and boom - move on to the next one."

"I'm reviewing deals exponentially faster. Just yesterday, I modeled six different scenarios in 30 minutes to find the right structure. That's serious horsepower"

New Majority Capital Entrepreneurs



Key Capabilities

1. Financial Reconciliation

"Drop a messy P&L, get structured financials in seconds"

2. Visual Business Scorecards

"See deal quality at a glance without reading 50 pages"

3. Team Collaboration

"Everyone works from the same analysis, making deal reviews 10x more efficient"



What's Next

Following the pilot's success, DealSage continues rolling out to new NMC cohorts, empowering their entrepreneurs to focus on high-quality deals and execute faster.

Your deal intelligence platform

Your deal intelligence platform

Your deal intelligence platform