Searchers seem to run their deal sourcing funnels quite differently. So, I’m hoping to learn from other searchers on how they approach deal sourcing; specifically what volumes & conversion rates searchers like to see in their own funnel.
(note: I haven’t found a good source on funnel metrics & KPIs for deal sourcing in search funds but if they exist, please share!)
If you are currently running a search, I would really appreciate hearing your approach on...

  1. How do you define the stages of your deal funnel?
  2. What are the monthly volumes you typically see / create at each stage of the funnel?
  3. Is your search strategy primarily to A) drive higher top of funnel volumes, B) drive higher conversion through the funnel, C) a combo of both

    If easier, you can share in this sheet: https://docs.google.com/spreadsheets/d/10CCx1xXWC96E7hF_YUwrVGEbX0eDrmaKNDQGk3plKS0/edit?usp=sharing