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Package Description:
Sourcing is a numbers game, and building a disciplined system is key to success. This package equips you with the tools to generate, organize, and track a steady stream of acquisition opportunities. From CRM setup to lead lists and outreach scripts, you’ll establish a sourcing engine that runs efficiently and grows over time. Key components of this package can include, but aren’t limited to: • Design and set up a sourcing CRM (Airtable, HubSpot, or Excel). • Identify and load at least 100 pre-qualified leads. • Build scripts and templates for consistent outreach. • Learn how to measure sourcing effectiveness and iterate.
What you'll get from this package
Design and set up a sourcing CRM (Airtable, HubSpot, or Excel)
Identify and load at least 100 pre-qualified leads
Build scripts and templates for consistent outreach
Learn how to measure sourcing effectiveness and iterate
Additional details
Coaching delivered via live sessions.
Services included:
Deal Sourcing
Talk to a team member
Schedule a call with a Leland team member who can help you explore your options.
Schedule a call
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Offered by Daniel R.
Joined September 2024
5.0
Self-funded Searcher turned SMB Owner
I have experience structuring a self-funded search, evaluating deals, conducting due diligence, working with sellers, and modeling post-transaction financials. I can help those who are considering this path, are mid-search, or are in the final innings of a deal. In 2022, as an MBA student at Yale School of Management, I took three courses on ETA and wrote two papers with A.J. Wasserstein, Pioneer in the world of Search and ETA. I fell in love with the model and determined that I needed to find a way to do this for my career. Following my MBA, I interned at a Traditional Search fund investor for the summer and learned a great deal about what investors look for in Searchers. Following a two-year stint in Management Consulting, I decided to pursue a self-funded search in my home state of Utah. After 6 months of full-time search, I found a small company at which I was hired with the intention to acquire the company (Acqui-hire) and which I will close by late Summer 2025.
$593.75
5h of coaching