Buy side advisors & search tools / platforms

searcher profile

January 24, 2025

by a searcher from University of California, Berkeley - Haas School of Business in Berkeley, CA, USA

I’m looking for recommendations on tools that have been useful in the search process, specifically for: • CRM systems to track outreach and deal flow • Email outreach platforms • Deal sourcing platforms • Email verification tools • Industry and company data sources for market research and due diligence • Web scraping tools • Lead generation and contact enrichment • Cold outreach optimization tools for better email sequencing and tracking

Additionally, I’m seeking recommendations for buy-side advisors and brokers with experience in Mexico and the southern U.S. states, particularly in lower middle-market acquisitions.

Appreciate any insights or referrals!

2
19
332
Replies
19
commentor profile
Reply by a searcher
in Mississauga, ON, Canada
GoHighLevel - CRM + dialer
Apollo - Data
Zipmail - Cold email infastructure
Instantly - Cold email tool
VapiAI - AI cold calling infastructure
LinkedHelper - Linkedin outreach tool

That's all you need to reach 100k+ biz owners a month low end.
commentor profile
Reply by a searcher
from Baylor University in Hampton, VA, USA
Check out https://www.salesforge.ai/agent/frank

You'll have to pair it with their domain and emailbox infrastructure, but it basically serves as a SDR for you. Does all the list building, enrichment, nurturing, etc. It's about $2k/qtr which is a steal for what it does. it essentially replaces everything that Jason listed above.

11x.ai offers the same thing for 50k/yr.
commentor profile
+17 more replies.
Join the discussion