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Free Excel Tool: Deal Sourcing Funnel Calculator

What do the best funds do differently to make sure they’re spending their time on the activities that are most likely to generate results (i.e., closed deals)? They set up a system to identify the highest-impact actions, by tracking specific deal sourcing efforts against outcomes.

Today we’re excited to launch a downloadable deal sourcing excel calculator that will make this substantively easier for you.

The tool is built specifically for investors and acquirers: private equity funds, senior lenders, mezzanine funds, family offices, strategic acquirers, independent investors, and other capital providers.

This calculator gives our buyside audience the oversight to meaningfully accelerate their sourcing process. It’s designed to shed light on inefficiencies across your deal channels and illustrate what your output could look like if you shifted resources towards higher return, more productive channels. Whether you source the majority of your deals from existing banking relationships or from networks like Axial, this tool enables you to:

  • Determine which sourcing channels are the most inefficient
  • Pinpoint from where your team’s inefficiencies are originating
  • Understand which deal channels produce the best results
  • Define the specific activities that are the best use of your time ….

The calculator comes in two tabs: a deal sourcing funnel with sample inputs, and one with blank inputs. The first tab is designed to demonstrate how to use the tool, and the second tab is for you to populate.

Each tab contains two sections: (i) the calculator and, below it, (ii) an optimization worksheet. The optimization worksheet is laid out in 4 steps with accompanying instructions.

We’d like to thank Axial Member and Series B investor, Thomas Courtney, for his industry expertise and help in putting together this tool. Thomas Courtney is the President and CEO of The Courtney Group.

Go to the callout below or at this link to get the tool instantly.

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