TECHNOLOGY STACK FOR SEARCHFUNDS / HOLDING COS

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



share: