Monthly Targets for CIM, Broker Calls, Seller Calls, LOIs, etc.?

January 25, 2026

by a searcher from Northwestern University - Kellogg School of Management in Brooklyn, NY, USA

I am trying to figure out what is a good set of funnel targets to review per month, to make sure I am not under doing it, but at the same time make sure I am not getting frustrated with progress and expanding my criteria to just review more deals.

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Reply by a searcher
from The University of Chicago in Los Angeles, CA, USA

Thanks for tag ^redacted‌. My approach is quality > quantity. I don't have a target for any of those metrics. If a deal looks interesting I will dedicate more time to learn about it and dig in. I think it's really hard to find quality businesses in your area of focus so I try to spend more time scouting for a good opportunity rather than focus on 'funnel' metrics.

Reply by an investor
in Lakeland, FL, USA

100 Cims, 10 seller calls, 3 LOI's, 1 accepted. will close 1 of 3 LOI's on average

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