Deal Flow Organization

searcher profile

July 03, 2024

by a searcher from Duke University - The Fuqua School of Business in Atlanta, GA, USA

I hope everyone is having an amazing day. 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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Reply by a searcher
from INSEAD in San Francisco, CA, USA
I'm using Notion for everything at the moment because it's flexible and I can build whatever I need. Not very intuitive and is definitely worse than some pre-built options for some cases, but overall it helps me get things done.
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Reply by a searcher
from University of Pennsylvania in Philadelphia, PA, USA
I have found just making sure you are very intentional and organized with your google drive makes it easy to track CIMs and deals with data. For proprietary outreach I use hubspot (free version) to track interest and outreach.
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