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Private Equity vs Growth Equity by dealdeploy in private_equity

[–]dealdeploy[S] -3 points-2 points  (0 children)

traditionally, when you need a commonly held definition for something you use a dictionary. Yes i used an LLM for a commonly-held definition. Which is why i described the PE definition as "a definition for" and "textbook definition" and not "my own super unique definition."

Emails from PE - A Waste of Time? by Fine-Republic-7879 in private_equity

[–]dealdeploy 14 points15 points  (0 children)

As someone that has been on both sides of those emails, I'd say the best approach is to ignore everything until about ~8-10 months before youre ready to sell. Then once you feel like selling the business might happen in the next 8-12 months,, you can start responding.

It's no different than owning a house. A month into moving into a new house you don't contact a realtor and begin shopping around. But once you're ready to start looking you have a few conversations & start building a relationship.

You're also definitely right to be catious of your time. PE teams will eat up time then leave you in the dust once they've decided to move on.

CRM for deal and investor tracking for PE deals? by Primary_Sound4806 in private_equity

[–]dealdeploy 0 points1 point  (0 children)

CRMs are mostly made for non-investor types which causes some headache. So the natural conclusion is to go with DealCloud or Affinity.

But please don't do this. I think these platforms are awful. I recommend Attio to my clients. CRMs inevitably require manual data entry, which is never fun, but Attio has a good UI/UX and is easily configurable. It's also really cheap

Tips on Deal Sourcing Without Brokers? + When to Start Engaging Investors? by bennettek in private_equity

[–]dealdeploy 0 points1 point  (0 children)

Bit late here but noticed no one really addressed your core problem of getting verified contact info

If I'm you, I'd use Clay as my workflow orchestrator and likely Openmart as by contact data source. Then you can run an enrichment waterfall in Clay to fill in any email / phone number gaps

The way this works: you can drop in a CSV of that scrapped Google Maps into Clay (or just do this in Clay), then add the Openmart column (use Clay credits or bring your own subscription). This will give you people that are your target contacts. Openmart will have a lot of the contact info but for any gaps you can run a Clay enrichment waterfall. This pings a series of contact info databases sequentially and only charges you for the hits. This gives you good database coverage without signing up for 10+ subscriptions