Technology Stack for Searchfunds / Holding Cos
December 26, 2020
by a searcher from Tufts University in New York, NY, USA
Hi Everyone —
I’m curious about the different tools that everyone uses to keep organized, generate leads etc. Particularly interested in any no-code solutions or Zapier type automations that folks find interesting
At Bridgeway we use the following tools:
- CRM / Deal Tracker: 4Degrees // This syncs to your email and populates follow up items relatively automatically. It lacks a meaningful phone integration to track outbound calls. We’re looking at using OpenPhone and a Zapier connection to bridge the divide here.
- SharePoint: Information Database
- Deal / Company Information: PitchBook
Mark
from Stanford University in Honolulu, HI, USA
* best tools for your search https://www.searchfunder.com/post/best-tools-for-your-search-searchertoolscom
* Survey: search Databases: https://www.searchfunder.com/post/survey-search-databases
* BEST TOOL/CRM TO MANAGE OMNI-CHANNEL SOURCING AND M&A PIPELINE?: https://www.searchfunder.com/post/best-toolcrm-to-manage-omni-channel-sourcing-and-ma-pipeline
from Columbia University in New York, NY, USA
- Copper (CRM)
- PersistIQ (Bulk Email)
- Debounce.io (Email Validation)
- Voila Norbert (Email Retrieval)
- Azure Bing API (Company LinkedIn Page Search & Other Custom Searches via Scripts)
- Amazon Mechanical Turk (Bulk Tasks)
I've developed our sourcing scripts. Each one is made to feed into (and use) these systems, otherwise the custom software burden gets pretty high.