Develop Your Deal Flow Engine

Develop Your Deal Flow Engine

Offered by Jim T.

5.0

()

Successful Search Fund/ETA Operator with full search cycle expertise

Stanford Graduate School of Business Logo

Studied at Stanford Graduate School of Business

Sentry Road Logo

Works at Sentry Road

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.

Refund Policy

Services included:

Deal Sourcing


Jim T.

Offered by Jim T.

Joined September 2025

5.0

Successful Search Fund/ETA Operator with full search cycle expertise

TLDR: Started self-funded search fund in 2023, acquired business 8 months later, have been successfully scaling it ever since. After being the CEO for two private equity backed companies, I wanted to branch out on my own and control more of the pie. I found that constraints from the PE model sometimes negatively influenced business decisions and I wanted to have more control over how to improve and scale a business (not to mention the capital structure). Six months after beginning my search, I submitted the LOI for the business I ultimately closed on two months later. I've been running that business since June of 2024 and we've been growing it nicely while paying down debt. I explored both traditional and self-funded search and completed diligence across a wide range of industries. I've looked at proprietary and brokered deals, received compelling financing terms from lenders and equity investors alike, and have gone through the full ETA cycle. I'm a regular speaker at SMBootCamp and have robust experience with M&A from my previous investment banking and private equity experience. I feel lucky to be doing what I'm doing right now and would love to help others achieve their goals within the Search Fund/ETA space.

Experience level: Executive

$1,420.25

5h of coaching

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