Deal Flow

searcher profile

April 16, 2025

by a searcher in Houston, TX, USA

I am writing this post because I am curious about the tools or methods you use to keep track of deal flow and where you are in the process with different potential acquisitions regarding CIMs, LOIs, and diligence.
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commentor profile
Reply by a searcher
from University of Virginia in New York, NY, USA
I've been using ETA IQ (www.etaiq.com) for a couple of months now and it's been great. Their CRM is usable right out of the box, and their built-in financial model has been super helpful. I was using a Google spreadsheet before that and it became too messy over time.
commentor profile
Reply by a professional
in Jaipur, Rajasthan, India
Searchers use various CRM tools to maintain the deal flow. It can be done easily in a Google Sheet as well, though if someone knows how to set up that gives clarity, can create dashboards out of it, and you can also send out emails directly from Google Sheet as well upon reaching a certain stage, and so on. I hope searchers would have specific recommendations of CRM tools that they are using. And if you need any help with setting up such sheet, or on deal sourcing side, send me an email at redacted and I will share how my team help searchers with off-market deal flow.
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