8 steps (and tools) for launching a proprietary search in 3 days

professional profile

April 10, 2023

by a professional in Nashville, TN, USA

Hi all,

Having conducted dozens of proprietary searches for PE groups, family offices, and corporations, I put together some recommendations and resources that may help Searchers quickly set up an effective proprietary search. Please comment with any feedback or additional ideas around this topic. Hope you find this helpful!

https://docs.google.com/document/d/1stDFUxrIilnDooKMf6aofDTDBnN_r2btGyKrIfFku_U/edit?usp=sharing

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commentor profile
Reply by a professional
from Duke University in New York, NY, USA
Love it!

Several things:
- Website: framer.io is a fantastic tool to generate websites (we generated ours getcohesiveai.com in <2 hours)
- Sourcing: Upwork is a great choice. We also have a free google maps scraper here: https://platform.cohesiveapp.com/webscrapers/google-maps
- We also have a freemium Google Sheets extension that can automatically qualify leads and find emails (at scale, this is much cheaper than Upwork): https://workspace.google.com/u/0/marketplace/app/cohesive_ai/###-###-####
commentor profile
Reply by a searcher
from University of Pennsylvania in San Francisco, CA, USA
Love the templates. One question is "Who should do the work?" (of managing the CRM, finding leads, etc.). Interns can work but are a heavy training lift for the searcher. Another option that works well for us is to use "done for you" services via an agency that trains and manages low cost teams. We work with ^redacted‌ at www.VASL.team and are happy, as are many others we have referred.
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