How do I avoid reinventing the wheel in the first 3 months of search?
Hi all,
My partner and I are about to launch the search phase of our traditional duo search fund. As we prepare, we’ve noticed there’s quite a bit of inefficiency around setting up operational tools and workflows — things that many searchers have likely already figured out (e.g., automating our Pipedrive CRM, setting up outreach automations for contacting owners, etc.). For context, we’ve already taken care of the basics like website, email infrastructure, etc.
My question is: What activities or preparations would you recommend to ramp up the search phase more efficiently and avoid reinventing the wheel?
Any practical tips, tools, or lessons learned would be hugely appreciated!