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Develop Your Deal Flow Engine

Develop Your Deal Flow Engine

Offered by Patrick W.

Involved in 2 EUR 120m German PE backed buy and builds

The Wharton School (UPenn) Logo

Studied at The Wharton School (UPenn)

Wright Capital Partners AG Logo

Works at Wright Capital Partners AG

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


Patrick W.

Offered by Patrick W.

Joined February 2026

Involved in 2 EUR 120m German PE backed buy and builds

I was involved in 2 German buy and build PE backed acquisitions with a total investment capital of EUR 120m. One became one of the largest insurance brokers in Germany valued at over EUR 2bn and the other is the largest German property manager managing 115,000 apartments and will likely sell in the next 24 months

Experience level: Manager

$612

5h of coaching