Academy
Source Deals/Workflow 1 of 5
Source Deals 3 min

Source Startups by Thesis

Turn an investment thesis into a live list of companies.

Your thesis is a filter. This turns it into a working pipeline of companies using Company Search.

The workflow, step by step

  1. 1
    Encode the thesis as filtersFilter Company Search by sector, founded year, headcount band, and geo that match your thesis.
  2. 2
    Pull the universePage through all matches so you see the whole field, not a sample.
  3. 3
    Tag and dedupeOrganize by sub-sector and remove companies already in your CRM.
  4. 4
    Hand off to the teamExport the sourced list for partner review.

Want help implementing this workflow?

Talk with a Crustdata Forward Deployed Engineer and we will wire it into your stack with you.

Talk to an engineer

Discussion

Sign in to see and join the discussion.