How to access high-level deal flow

Capitalizing on high-quality deal flow for private equity investors

Theron McCollough

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Key Points:

  1. Your investment portfolio is specific to you, your experiences, and your expertise, and your deal flow funnel should reflect that. It is important to find a steady source of high-quality, quantified deal flow that is customized to your preferred sector and stage.
  2. Optimize your deal flow through your due diligence to quickly figure out which are sound investments and which should be left by the wayside.
  3. Networking has always been the foundation of quality deal flow. Nurture solid social connections in order to maximize quality deal flow and stay in the loop about news and changes in your investment area and target verticals.

Deal flow is paramount in venture capital. Access to high-quality deal flow gives you the most significant competitive advantage over other investors.

The private capital markets are a vast space of different investments, investment themes, security structures, and asset classes. As investors, we need to be able to spot and focus on the most relevant deals, making more intelligent and faster investment decisions.

It is crucial to understand the world of private equity and find key insights into the industries and sectors that you are looking to invest in. It always boils down to one essential thing: deal flow.

That’s why it is so important to find a solution for your deal flow access and management as an investor. Here are four key points in order for investors to access high-level deal flow.

Customized access to deal flow

Your investment choices are specific to you and your experiences as an investor, operator, founder, startup enthusiast. Every investor needs a steady source of high-quality, quantified deal flow that is customized to your preferred sector and stage.

Use tools and operations that will find relevant leads and bring them to you and your VC fund’s attention. With access to quality deal flow, you can tackle an increasing volume of deals picked from a range of curated sources. Make sure to keep track of the complete details about your…

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Theron McCollough

Managing Director at Citizens Private Bank | VC/Tech; past Managing Director with First Republic,@SVB_Financial. founder, investor, limited partner, and banker