Helpful Software

by a searcher from Louisiana State University - E. J. Ourso College of Business

4 months ago

What is some helpful software to use at all phases of the searching lifecycle from sourcing capital, cold calling, researching financials, running the business, acquiring new businesses, etc

2 likes
221 views
31 comments

searcher from Parsons School of Design

HubSpot CRM & Marketing. It has all the features you need to get started and more. CRM, email, campaigns, landing pages, website, deals cards & tracking (Trello-like Kanban system), SMS, phone.

Calendly for scheduling.

HelloSign (DropBox) for digital contracts and signatures.

Google forms for any type of inquiry, application or recruiting.

OpenPhone mobile & desktop app for all your business calls, texts, and contacts that sync automatically with HubSpot. Work anywhere, across all your devices.
👉🏻 https://openph.one/referral/l-YWb0R

3 months ago | like reply | 0 likes

searcher from INSEAD

Hubspot, reply.io for email sending / CRM, Airtable for additional deal tracking, Typeform / airtable for intern recruiting, Notion for internal knowledge database, Calendly for scheduling, DocHub for NDA sending

4 months ago | like reply | 0 likes

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Searchfunder is an online community and toolkit for searchfunds. Over 80% of those involved in searchfunds maintain a Searchfunder.com account to help them network, problem solve challenges, and keep up with the industry.

We maintain partnerships with database providers that make searching more effective, efficient and affordable along with features that help searchers find deals and investors and vice versa.