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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
More packages from Reuben Bernardo
Custom hourly · $150/hr
Get help with Deal Sourcing, Investment Analysis, and .
Offered by Reuben Bernardo F.
Joined September 2025
5.0
Self-Funded Search Expert | Operator & Deal Structure | USC Grad
Welcome to my profile! As the founder of Parceros Capital, a self-funded family firm, I bring a unique perspective to the search fund journey. My experience is rooted in hands-on operations, having built and led sales teams, closed high-ticket deals, and structured complex transactions like SBA loans and seller notes. I understand the grind of managing runway and the intricacies of sourcing, evaluating, and structuring deals. With a background in diverse industries such as B2B SaaS, consumer goods, and logistics, I offer real strategy and operator-level thinking to help you successfully navigate the pre-close process. If you're looking for a coach who combines street smarts with hustle, let's connect and get your deal across the finish line!
$562.50
5h of coaching