Like sales, private equity is an industry of deal makers.

As a sector, we are hardwired to identify deal opportunities, negotiate offers, and execute 'great deals’.

But, unlike a finely tuned corporate sales function, PE often overlooks the need to optimise the funnel. Deals are won or lost, with little data or analysis captured on the ‘how’ or ‘why’. So, funds and individuals miss an opportunity to improve how they do things.

At Copilot Capital, we operate like a sales team by systematising and tracking every aspect of our deal flow. From deal origination to offer, success to rejection, and the factors driving every stage, it’s all collected in a dashboard, so we can see what’s working and how we can get better at what we do.

This granular approach applies to every team member. We’re not in the business of finger-pointing or giving people a hard time, but we want to help them optimise how they work.

Everybody wants to bring in deals to build the business. With hard data, the whole team can see patterns and trends in their own deal flow. So they can focus on what will make the biggest impact, rather than shooting in the dark.

It's exactly the systematic, data-driven approach we expect from our portfolio companies, where tracking performance is key to identifying opportunities for growth and competitive advantage.

After all, deal-making - like sales - is partly a numbers game. When you focus on the right metrics, great things happen.