For PE firms and family offices

The add-on pipeline for every company you own. Pre-populated, scored, explained.

The add-on pipeline for every company you own. Pre-populated, scored, explained.

A maintained add-on pipeline for every portfolio company you own, and the buyers most likely to pay a premium when you sell. Pre-populated the first time you log in, so your time goes to evaluation, not research.

170,000

deals over 26 years

2.3M

company profiles, mapped by capability

1,900+

firms and portfolio companies with declared proprietary acquisition criteria

470 investment firms and 1,481 portfolio companies

Your portfolio, already mapped

We already built your firm’s profile. And every portco’s.

Vequity learned from 170,000 transactions over 26 years why each acquirer bought each target, and applied that to every company you own. Your pipeline arrives pre-populated: the targets each platform should be evaluating, each tagged gap-fill or bolster, with the rationale already written. Nobody builds a spreadsheet.

Every target is tagged for the move it makes: into a better adjacency, or deeper in the core.

Inspira Financial: add-on targets

Edit search criteria

Re-build list

Add company

Abry Partners · private to the firm’s deal team

Benefits and custody add-ons · $3M to $15M EBITDA

Capabilities

IRA custody

Benefits administration

Trust services

Retirement plan admin

Alternative-asset custody

Search companies…

Search companies…

4 results shown

Columns

Company

Tier

Fit

Rationale

Matched on

Location

Ameriflex

myameriflex.com

Tier 1

Bolster

FSA, HSA, HRA and COBRA administration; deepens the consumer-directed benefits book

Benefits administration

Carrollton, TX

The Entrust Group

theentrustgroup.com

Tier 1

Bolster

Self-directed IRA custody, 22,000+ clients and over $4B under administration; the same play as the Quest book

IRA custody

Alternative-asset custody

Oakland, CA

Pension Corporation of America

pencorp.com

Tier 2

Gap-fill

Retirement plan recordkeeping and administration Inspira lacks; cross-sell into the rollover base

Retirement plan admin

Cincinnati, OH

Exeter 1031 Exchange Services

exeter1031.com

Tier 1

Bolster

Qualified intermediary capacity on top of Accruit, plus a trust company that also custodies self-directed IRAs

Trust services

Alternative-asset custody

San Diego, CA

4 shown · Tier 1 strong fit on every criterion, Tier 2 partial fit

Holding 2020–21 vintage?

32,000 unsold PE-backed companies, worth $3.8T

~7 years average buyout hold at exit

14% LP distributions as a share of NAV in 2025

Bain & Company, Global Private Equity Report 2026

For an asset acquired at an aggressive multiple, an acceptable exit depends on finding the buyer that pays for what the business adds. Vequity identifies the strategic whose capabilities gap your asset fills.

Unlimited users

One working system for your firm and every portfolio company

Today (Alternatives)

With Vequity

Licensing

Named-user seats, $50K to $100K a year, export caps

Priced per firm and per portfolio company, unlimited users

Who works the list

One associate owns the login

Partner, associate, portco CEO and corp dev, collaborate in the same system

How it moves

Excel files emailed to the portco CEO, corp dev and the head of strategy; nothing shared, nothing current

One shared pipeline, every change attributed, collaboration and status tracking within the system

Across the hold

From first add-on to premium exit. One membership across the hold.

Buy

Day 0 to 90: Claim your firm, confirm your acquisition criteria, and see what we built. A 30-minute onboarding session with a Vequity representative opens full access, with an add-on pipeline live for every covered platform.

Grow

Months 3 to 48: Your pipeline updates as you edit your criteria and capabilities. Buyer landscape snapshots. Exit Watch, a quarterly demand digest on every covered company.

Sell

12 to 36 months before launch: Exit Radar Pro names the strategics and sponsors most likely to pay a premium and tracks their movement, so you position the asset against what they are buying. At launch: the Exit Buyer List, banker-ready, with each buyer’s strategic rationale.

Your banker runs the process. Vequity ensures the whole buyer universe is in it.

Add-on case study

The best add-on was filed under the wrong code.

A sponsor-backed platform that makes on-site gas generation and compressed air systems had a mandate to acquire a natural gas compression parts and service business. The company that fit is an aftermarket natural gas compressor parts manufacturer and rebuild shop, filed under oilfield services, not compressors.

Capabilities the platform needed

On-site gas generation and compressed air equipment platform

Natural gas compression

Aftermarket compressor parts

Compressor rebuilds

Gas services

The target

Aftermarket natural gas compressor parts manufacturer and rebuild shop

Filed under: oilfield services

Natural gas compressor parts

In-house CNC manufacturing

Rebuild and repair services

24/7 gas compressor support

Contract machining

Nationwide shipping

Industry-code and keyword databases

Four years, three subscription databases, no match

Filed under: compressor and gas equipment

Filed under: oilfield services

Not found

Vequity: capability search

Natural gas compression

→

natural gas compressor parts

Aftermarket compressor parts

→

in-house CNC manufacturing

Compressor rebuilds

→

rebuild and repair services

Gas services

→

24/7 support for gas compressor operators

Tier 1 match

Tier 1, first search

4 of 4 capabilities matched on what the company does, not where it is filed.

Day 0: search run Day 0: target identified Days 1 to 60: outreach, conversation, terms Day 60: LOI signed

Industry codes describe how a company is filed. Vequity matches on what it does. The search took minutes.

60 days

from matching engine job to signed LOI

35%

more targets than the three databases found combined

Your data

Private to your firm

Your criteria and portfolio data are never shown to other buyers.

Shared only inside a deal

A sell-side team sees your criteria only for a transaction it is running, never in a directory.

Security and data terms

Encryption in transit and at rest. SOC 2 Type II in observation, attestation expected complete H1 2026.

Who is in

1,900+ firms and portfolio companies with declared proprietary acquisition criteria.

Founding firm pricing, locked

Firm membership

$6,000 per year

Founding rate through Feb 28, 2027. $9,000 list after.

  • Firm-wide access, unlimited users

  • Proprietary lists for new platform searches

  • Buyer intelligence across the firm

Portfolio coverage

$2,000 per covered portco per year

Founding rate through Feb 28, 2027. $4,000 list after. About $165 a month.

  • Standing add-on pipeline

  • Buyer landscape snapshots and Exit Watch

  • Exit Radar Pro included for founding members until 2028

Founding rates held through Dec 31, 2028 while continuously subscribed. One Exit Buyer List included each membership year. Claiming your firm and declaring criteria is always free.

Frequently asked questions

Is our firm already mapped?

Who sees our criteria?

Who at the portco can use it?

What does it cost?

See it on your portfolio.

A 30-minute onboarding session on your actual book, then decide.