Searchers, at what point do you socialize an opportunity?

searcher profile

February 26, 2026

by a searcher from New York University in Kansas City, MO, USA

I'm looking for perspectives about when the right time is to socialize an opportunity with your capital partner? For example, like a pipeline review at a PE firm, are you regularly sharing every new opportunity that enters - or are you waiting until initial diligence confirms a level of attractiveness? If the latter, how much diligence are you doing before surfacing it?
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commentor profile
Reply by an investor
from Yeshiva University in New York, NY, USA
Good question. We present deals early but only after a quick fit screen. Right size, right sector, credible growth thesis you can articulate in 2 sentences. If it passes that, socialize it before spending real diligence hours.
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Reply by an admin
from Massachusetts Institute of Technology in Portland, OR, USA
^redacted might be able to share their thoughts on the right time to socialize deals. Press @ to tag someone else.
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