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    Deal Flow Sourcing

    Deal flow sourcing is finding and screening investable companies through an operating network, rather than waiting for them to arrive in an inbox.

    Service within Portfolio Management

    How we help with Deal Flow Sourcing

    Good deals are rarely the ones being circulated widely.

    1. Define the thesis in filterable terms

      Sector, stage, cheque size, business model and the specific characteristics that make a company a fit. A thesis that cannot be filtered on cannot be sourced against.

    2. Source from the operating network

      Companies reached through people who have worked with them, rather than from a list of everyone raising.

    3. Screen before it reaches the partner

      A first pass against the thesis and the obvious disqualifiers, so partner time is spent on companies that could actually clear.

    4. Present with the work already done

      A screened company arrives with its numbers checked and the thesis fit argued, rather than as a deck to be evaluated from scratch.

    FAQ

    Questions founders ask about Deal Flow Sourcing

    What is proprietary deal flow?

    Companies an investor sees because of a relationship rather than because the company is running a broad process. It matters because the best opportunities are frequently not the ones being circulated widely.

    How is screened deal flow different from an inbox?

    An inbox is unfiltered and arrives in the order companies decide to send it. Screened flow has been tested against a stated thesis and had its obvious problems found, so partner attention goes to decisions rather than to triage.

    Does this work for a small fund?

    Particularly for a small fund, where there is nobody whose full-time job is sourcing and where partner time is the binding constraint.

    Do you invest alongside?

    No. We are advisors to the fund, not a co-investor, which is what allows the screening to be honest about a company we might otherwise have an interest in.

    What our research says about Deal Flow Sourcing

    A platform doing ₹100 crore GMV at a 6% take rate, with 5% going out in incentives and payment costs, is a ₹1 crore business with a very impressive headline.

    Sriram Chidambaram, in RevenueOS for platforms and marketplaces

    A company is not what it says about itself. A company is what its customers, market, and competitors say about it, integrated.

    CA Mallavarjalla Mounika, in Commercial DD: Testing the Business Model Under Scrutiny

    Does the way this company is run match the way the founder described it in the pitch?

    CA Mallavarjalla Mounika, in DD Is Not a Documentation Exercise

    The people behind Deal Flow Sourcing

    Deal Flow Sourcing is run by the studio team: one multidisciplinary team whose pods work in tandem, matched to the sector and the stage the company is in.

    Haripriya V

    Investment Banking pod

    Led by Haripriya V

    Lead - Investment Banking & Business Growth. Manages transactions and strategic capital events.

    See the pod structure
    Studio TeamThe operators, investors and builders who run engagements end to end.Meet them

    What usually runs alongside this