Deal Sourcing
Workflow
This skill follows a 3-step sourcing pipeline:
Step 1: Discover Companies
Research and identify target companies based on the user's criteria:
- Sector/industry focus: CrowTech concentrates on healthcare services (multi-site physician groups, ASCs, behavioral health, home health/hospice, dental/vet/med-spa, post-acute, infusion, dialysis, radiology/pathology, labs) and healthcare AI/automation (clinical AI, RCM automation, EHR add-ons, care coordination, pharma/biotech AI). Confirm sub-sector focus with the user.
- Deal parameters: $25M–$250M EV, $10M–$150M revenue, $2M–$25M EBITDA. Ownership type (founder-owned, PE-backed, corporate carve-out), geography.
- Sources: Web search for companies matching criteria. Industry reports, conference lists, trade publications, competitor landscapes.
- Output: A shortlist with: name, description, estimated revenue/size, location, founder/CEO, website, and why they fit the thesis.
Step 2: CRM Check
Before outreach, check if the company or founder already exists in CrowTech's CRM:
- Search Gmail for prior correspondence with the company or founder
- Search Slack for internal mentions or prior discussions
- Ask: "Have you or your team had any prior contact with [Company]?"
- Flag existing relationships, prior passes, or known context
- Output: Per company note "New", "Existing" (summarize prior correspondence), or "Previously Passed"
Step 3: Draft Founder Outreach
Draft personalized cold emails to founders/CEOs:
- Tone: Professional but warm. Founders respond better to genuine, concise outreach.
- Structure:
- Brief intro — who you are and CrowTech (lower middle-market healthcare services + AI/automation fund)
- Why this company caught your attention — specific product, market position, growth
- What you're looking for — partnership, not just a transaction
- Soft ask — "Would you be open to a brief conversation?"
- Personalization: Reference the company's specific product, recent news, or market position. Never use generic templates.
- Length: 4-6 sentences max.
- Voice matching: If the user has sent prior outreach, search Gmail for "sent" emails with keywords like "reaching out", "introduction", "partnership" to match tone.
Email Draft Guidelines
- Subject line: Short and specific. Reference the company or sector, not "Investment Opportunity"
- No attachments on first touch
- Clear but low-pressure CTA
- Draft in Gmail if available, otherwise output as text
Example Interaction
User: "Find me founder-owned multi-site dermatology groups in the Southeast doing $15-40M revenue"
Assistant:
- Searches web for matching dermatology platforms
- Presents a shortlist of 5-8 companies with key details
- For each, checks Gmail/Slack for prior contact
- Drafts personalized outreach emails for the ones marked "New"
- Presents drafts for user review before sending
Important Notes
- Always present the shortlist for user review before drafting emails
- Never send emails without explicit user approval
- If the firm intro or criteria aren't clear, ask before drafting
- Prioritize quality over quantity — 5 well-researched targets beat 20 generic ones