The Top 5 Free CRM Deal Flow Templates for Investors Introduction As an investor, managing deal flow effectively is crucial for success in the competitive landscape of investment opportunities. While Customer Relationship Management (CRM) systems designed for investors are usually … Read More
deal flow
9 Tips for Deal Sourcing that Actually Work in 2023
9 Tips for Deal Sourcing that Actually Work in 2023 TL;DR – This post covers the following 9 tips for deal sourcing: 1. Define a sector of focus and map it 2. Look for deal signals 3. Bring in a … Read More
Grow Your List of Investment Targets Faster With ChatGPT
How to Grow Your List of Investment Targets Faster with ChatGPT We were recently asked by a serial acquirer of software businesses how ChatGPT might be used to help them source deals faster. Adding new leads into the relationship management … Read More
7 Free Online Tools to Supercharge Your Deal Flow
7 Free Online Tools to Improve Your Deal Flow Having worked in small deal teams ourselves, we know how important it is to find the best tools to automate and enhance your deal processes. It’s even better when those tools … Read More