Private Equity Firm Onboarding

Tell us about your firm and outreach preferences. Review and edit anything you'd like.

Primary contact & meeting booking

First Name

Last Name

Phone

Role / Title

Who should meetings be booked with?

Meeting length

Calendar link or scheduling process

Firm profile

Firm Name

Website

Firm Type

Geography

Phone Number

Deal Size Focus

Industries

Investment Types(platform, add-on, recap, minority, growth equity)

Relevant Portfolio Companies

Relevant Exited Portfolio Companies

Strongest credibility points to mention to business owners

Campaign focus

Is this outreach for the PE firm generally, a specific thesis, or a portfolio company?

Current acquisition thesis or campaign focus

Platforms, add-ons, or both?

If for a portfolio company, can we name it in outreach?

Why would a business owner benefit from speaking with your firm?

Target criteria

Revenue

EBITDA

Employees

Geography

Ownership Type

Target Industries

Suggested Submarkets

Contact Titles

Control, minority, or flexible?

Business models you especially like

Characteristics that immediately disqualify a company

Outreach positioning

Writing Style

Writing Examples(paste samples and/or upload files)

Click to choose files or drag & drop

You can upload multiple files

Owner / seller situations that are the best fit(succession, retirement, partial liquidity, growth, full exit)

Why should a business owner take a meeting with your firm?

Owner concerns to be sensitive to, and how to address them

How direct should outreach be?

What should we say if an owner asks for more info before agreeing to a call?

CRM, exclusions & materials

CRM System

Companies, owners, intermediaries, or relationships we should NOT contact

CRM export, active pipeline, or do-not-contact list to dedupe against

Email archiving, compliance, or recordkeeping requirements

Relevant materials(links to thesis, criteria, portfolio overviews, prior outreach, market maps)

Click to choose files or drag & drop

You can upload multiple files

Anything else we should know before representing your firm?