Leveraging AI for List Building by Search Fund Coalition

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October 18, 2025

by a searcher in New York, NY, USA

** Sign up required to attend: https://luma.com/sfclist1125 ** Finding quality targets is the engine that drives every successful Search. But building proprietary lists can take hours you don’t have. That’s where AI can give you a real edge. We will be sitting together with ^redacted‌ to break down how to use modern AI tools to make your sourcing sharper, faster, and more targeted. He'll walk through practical ways to build and refine deal lists using platforms like Clay, OpenMart, Prosper, and AI agents that can do the heavy lifting behind the scenes. ​You’ll learn how to: ​- Use AI tools to identify and qualify targets more efficiently ​- Automate parts of your sourcing without losing control of your strategy ​- Build proprietary lists that go beyond broker listings - ​Layer data and signals to find better-fit businesses faster ​- Set up lightweight AI workflows that actually stick ​Whether you’re just getting started with these tools or looking to level up your sourcing system, you’ll leave with practical tactics you can apply right away. ** Sign up required to attend: https://luma.com/sfclist1125 **
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Reply by a searcher
in Montclair, NJ, USA
Will this session be recorded? I’ll be at a conference during this event and won’t be able to attend.
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