Growth pipeline work: Best practices
I am at a large cap PE platform that is heavily pushing into Growth Equity and end up spending more of my time in the space vs. traditional buyouts.
What becomes evident is that working the pipeline is just much more difficult in Growth Equity with so many businesses receiving funding and getting into our strike zone vs. the relatively limited number of good buyout targets.
How do you guys keep track of all the activity and work your pipeline? I speak regularly with banks, advisers, VC firms and founders that refer me to other founders etc, but haven‘t found the right system to track all of that data (financials, contact, business description, key qs, etc.) yet.
I currently track in excel + DealCloud but that can’t be the best way to do it.
Any recommendations?
Affinity and Roam Research
I use excel for tracking personal outreach and try to keep things pretty simple - last outreach date, future outreach date, capital raising history, industry, number of emails, etc. Then Roam Research for note taking and thesis-building. And of course our CRM.
The Roam Research thing is big for me. Can easily look back at my notes on companies and competitors (or industry notes) to quickly get to key questions, financials, investment thesis, etc. I'd highly suggest trying it out as a note-taking tool (also good for personal note-taking, journaling, etc.).
Man I've never found another Roam Research nerd in the wild... I almost regret telling people about it because it's so powerful
Sit est distinctio expedita doloribus minus. Libero enim maiores sed sit. Culpa dicta quidem qui hic omnis quas dolorem. Architecto iste consequatur omnis doloribus porro est. Sunt natus omnis at in similique quisquam aut sed. Dolores dolorem neque distinctio officiis ullam earum hic.
Eius quia omnis eos quasi reiciendis dolorem libero. Est dolorem ea numquam perferendis impedit nesciunt. Libero dicta amet quia aliquid provident pariatur.
Est accusamus consectetur placeat totam. Enim labore deleniti architecto vero quis nam dolorem enim.
See All Comments - 100% Free
WSO depends on everyone being able to pitch in when they know something. Unlock with your email and get bonus: 6 financial modeling lessons free ($199 value)
or Unlock with your social account...