Proprietary Deal Sourcing with Automated Investment Mandate, Geography, and Sector Matching
Kepler is AssetMax’s proprietary deal sourcing system, processing tens of thousands of sources on a daily basis. Kepler is capable of automatically matching off-market deals with with a client’s investment mandate, geography, and sector. The result is higher‑quality, proprietary deal flow surfaced, without manual list building or “database trawling.” Proprietary deal entry multiples are typically 30-40% lower.
INTRO
Built for Investment Teams That Need Systematic Deal Flow
What Kepler Delivers
Proprietary deal sourcing in the USA and European markets
Daily proprietary deal sourcing lists
Supports disciplined capital deployment
From Origination to Exit:
Maximised Asset Value.
Kepler connects proprietary deal sourcing, portfolio expansion, and exit intelligence into a single origination engine — ensuring continuous access to high-quality off-market opportunities.
Define Investment Mandate for Automated Deal Matching
Define Investment Mandate, Geography, and Sector for automated proprietary deal matching
Systematic Off-Market Deal Sourcing
Continuous scanning for off-market deals
Ownership and succession intelligence
Early signal detection ahead of banker mandates
CRM-integrated pipeline visibility
Under the proprietary Deal Sourcing solution, Kepler provides a systematic approach to proprietary deal flow generation. Rather than reacting to banker-led auctions, deal teams gain visibility into ownership transitions, succession dynamics, capital raises, and competitive activity. This enables earlier outreach, improved entry discipline, and increased optionality in competitive markets.
Supporting Portfolio Expansion and Bolt-On Strategy
Identify bolt-on acquisitions, divestments and carve-outs, restructuring/turnaround, joint ventures, and M&A
Identify partnership and supply-chain opportunities
Monitor competitor positioning shifts
Preserve strategic optionality
During the Holding Period, Kepler underpins the Portfolio Intelligence & Optionality solution by identifying off-market bolt-on acquisition targets and monitoring ecosystem movements. This ensures value-creation plans remain externally informed and that management teams retain visibility over competitive positioning and partnership dynamics.
Identifying the Right Strategic Buyers at Exit Readiness
Identify strategic acquirers and sponsors
Monitor sector consolidation signals
Track buyer acquisition patterns
Support competitive tension
As assets approach Exit Readiness, Kepler supports Exit Timing & Buyer Targeting by surfacing and prioritising relevant strategic buyers and sponsors, then monitoring acquisition behaviour. This strengthens positioning, informs timing decisions, and enhances competitive tension — contributing directly to multiple preservation and exit velocity.
Generate proprietary deal flow aligned to your mandate and investment strategy.
WHY KEPLER
A Strategic Off-Market Origination Engine — Not a Database
Kepler is a proprietary deal sourcing system that identifies potential deals as early as possible, using a vast array of sources, human expertise, and AI to identify patterns across fragmented data sources.
Designed for PE workflow and IC scrutiny
Integrated with Copernicus intelligence signals
Connects origination to underwriting and exit planning
Built around lifecycle discipline
Deal Lifecycle Fit
Pre-Deal
Automated deal sourcing, mandate matching, early signal detection
Holding Period
Bolt-on sourcing, ecosystem monitoring, strategic optionality
Exit Readiness
Buyer identification, timing signals, competitive tension