Looking for Resources on Self-Funded Search Workflows & Deal Flow Management

April 25, 2025
by a searcher from Georgia Institute of Technology in Pittsburgh, PA, USA
Hi everyone — I’m diving deeper into the self-funded search path and looking to tighten up my approach around workflows and deal flow management. I’d love to learn from those of you who’ve gone down this road already.
A few things I’m especially interested in:
How you structured your outreach (brokers vs. proprietary, cadence, tooling)
What your CRM or deal tracking setup looked like
How you handled screening and prioritizing deals
Any templates, tools, or playbooks you found helpful along the way
If you’ve written or read anything that was particularly helpful — blog posts, decks, videos, etc. — I’d be grateful if you shared.
Appreciate this community and all the wisdom shared here. Thanks in advance!
from Barnard College in New York, NY, USA
from Pennsylvania State University in West Chester, PA, USA