Deal Screening
SESAMm's Deal Screening report gives private equity and M&A teams a structured, AI-generated view of a target company, covering its business fundamentals, market positioning, competitive landscape, and material risk exposure. The report is designed to support faster, more informed go/no-go decisions, from early screening through to pre-CIM hypothesis shaping.
The report is generated automatically using public data and delivered to your inbox in approximately 15 minutes.
When to Use It
- Pre-CIM: shape hypotheses and surface potential risks before management presentations
- Early diligence calls: challenge or validate CIM claims with independent data
- Inbound screening: quickly eliminate weak targets from a pipeline
- Ongoing monitoring: track sentiment, risk exposure, and new developments post-investment
How to Request a Deal Screening Report
Requesting a Deal Screening report takes just a minute.
Step 1:
Enter your email address.
Step 2:
Select “Deal Screening Report” from the AI Reports menu.
Step 3:
Enter the official name of the company and either its website URL or a one-sentence description. The URL is the most reliable option for entity identification.
Step 4:
You can provide a comma-separated list of competitor or peer companies, and optionally the name of the relevant market. If you leave the competitors field blank, the AI will identify up to four of the closest competitors automatically; if you leave the market blank, the AI will identify the most accurate market scope automatically.
Step 5:
Click Submit. The report will be processed and sent to your inbox automatically.
What's Included
The report is organized into four main sections plus a full references list. All content links back to source documents for transparency.
| Section | What it covers |
|---|---|
| Executive Summary | High-level takeaways synthesized from the full report: a two-column company and market snapshot, key insights on financial performance, growth, and customer and employee perception, market size, trends and industry & regulatory risk, an equity story timeline, and a side-by-side competitive comparison table. Includes a share-of-voice chart and sentiment breakdown across the competitive set. |
| Company Overview | In-depth view of the target company: company profile (introduction, business activities, geographic footprint), ownership and governance structure (major shareholders/investors, management team, board of directors), financial performance, equity story, growth and strategic developments, customer reviews (from platforms such as Trustpilot, G2, and Amazon), and employee reviews (from platforms including Glassdoor, Indeed, Kununu, and others), each broken down by rating and theme. |
| Market Overview | Market definition, scope, and segmentation (by product, customer, use case, and geography), size and growth trajectory, recent trends and developments, customer dynamics, and industry and regulatory risks specific to the sector. |
| Competitive Analysis | Side-by-side comparison of the target and its competitors across: company profiles, financial performance, product offerings and pricing, recent commercial developments, innovation and R&D activity, controversies and legal exposure (from 2015 to present), and customer and employee sentiment. When competitors aren’t specified in the request, the AI identifies up to four of the closest peers automatically. |
| References | Full bibliography of all sources cited across the report, with publisher names and direct URLs. |
Methodology
SESAMm's AI processes billions of documents from global sources, including news outlets, public records, NGO reports, and forums, through SESAMm's AI-powered data lake. Sources are updated daily and analyzed by large language models, with quality checks applied to source reliability.
The Deal Screening report provides an investment-oriented view of a target, synthesizing company fundamentals, market positioning, financial signals, and material risk exposures into a single view for the deal team, covering company and market profile, financial snapshot, strengths and concerns, key risk assessment, and source confidence.
Report Format
The report is delivered as a PDF to the email address you provide when requesting. Each section links to source documents, and all charts and comparison tables are included inline. The report closes with a full reference list, a methodology page, and a regulatory notice clarifying that it is an AI-generated internal screening tool, not an investment recommendation or a regulatory opinion.