Buy side advisors & search tools / platforms

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!
in Mississauga, ON, Canada
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.
from Baylor University in Hampton, VA, USA
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.