Bob Forlenza

Managing PartneratSpring Lake Equity Partners
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Connection Request

Hey Bob — similar PE background, been deep in tech-oriented growth origination thinking lately. Would be good to connect.

Cold DM (Sales Nav)

Hey Bob, similar background, weirdly — I'm from Zimbabwe, did growth equity in London, not investing in later-stage tech out of Boston. most funds I talk to have a database — PitchBook or Grata — maybe a CRM, and then the origination setup is mostly Excel and email from there. but proprietary deal flow still feels thin. thesis, network, and intelligence never sync into one system — so origination resets every cycle instead of compounding. does origination look different at Spring Lake? — Russ

Accept DM

Hey Bob, similar background, weirdly — I'm from Zimbabwe, did growth equity in London, not investing in later-stage tech out of Boston. most funds I talk to have a database — PitchBook or Grata — maybe a CRM, and then the origination setup is mostly Excel and email from there. but proprietary deal flow still feels thin. thesis, network, and intelligence never sync into one system — so origination resets every cycle instead of compounding. does origination look different at Spring Lake? — Russ

Followup 1

hey Bob — was thinking about this more. after hitting this wall myself doing growth equity, I ended up building origination infrastructure for funds full-time — Axiom Equity, Noble Rock, Wingman, a few others. at my old fund we had every subscription going and I still spent half my time manually stitching origination together. the pattern I keep seeing is that the funds who systematise it early compound deal flow in a way that's really hard to replicate later. curious if Spring Lake has cracked that or if it's the same pattern. — Russ

Followup 2 (Breakup)

hey Bob — appreciate the connect either way. we documented the origination infrastructure we've built across funds — tech stack, workflows, prompts. free to share if it'd be useful at Spring Lake. either way, I'm around if origination ever becomes a conversation worth having. — Russ

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Subject A: is origination different at Spring Lake?
Email 1A — The Give

Hi Bob, looks like we share a similar PE path — though I'm from Zimbabwe and ended up doing growth equity in London, not investing in later-stage tech out of Boston. most tech-oriented funds I talk to are running on PitchBook or Grata, maybe Affinity, and then basically Excel and email for everything else on the origination side. yet the off-market pipeline stays weirdly thin. the intelligence is all there but it's scattered across tools and inboxes — so nothing compounds into a real origination edge. does origination look different at Spring Lake? Russell searchloop.ai linkedin.com/in/russellt23

Email 2 — Follow-up

hi Bob — been thinking more about origination. after hitting this wall myself doing growth equity, I ended up building origination infrastructure for funds full-time — Axiom Equity, Noble Rock, Wingman, a few others. the pattern I keep seeing is that the funds who systematise it early end up compounding deal flow in a way that's really hard to replicate later. happy to compare notes on what's actually moving the needle if you're interested. Russell searchloop.ai linkedin.com/in/russellt23

Email 3 — Follow-up

hi Bob — something about this keeps rattling around. at my old fund we had a solid stack and smart people, and origination still felt like it restarted from scratch every cycle. took me a while to realise it wasn't a people problem — the tools just didn't talk to each other. imagine Spring Lake has a way more dialled setup — but figured I'd ask. Russell searchloop.ai linkedin.com/in/russellt23

Email 4 — Breakup

hi Bob — completely separate from all that. we put together a playbook on PE origination — the tech stack, the workflows, some of the prompts and automations that actually move the needle. happy to send it over if it'd be useful at Spring Lake. Russell searchloop.ai linkedin.com/in/russellt23

Email 5

hi Bob — I'll leave it here. the origination playbook is yours whenever — no expiry on that. I'm deep in this space all day, so if it ever becomes a conversation worth having, I'm around. Russell searchloop.ai linkedin.com/in/russellt23

Prospect Research

Research Notes

## PROSPECT INFORMATION: Name: Bob Forlenza Title: Managing Partner Fund: Spring Lake Equity Partners Background: Please provide the Profile Data and Posts Data you would like me to process. Once provided, I will generate the summary according to your instructions. Fund details: - Description: Spring Lake Equity Partners is a Boston-based private equity firm. We invest equity capital primarily in later-stage, technology-oriented private companies in sub-sectors such as software, digital media, mobile, data center infrastructure, healthcare IT, and business/financial services. We seek to partner with great management teams to take their businesses to the next level, creating value for all stakeholders. The principals at Spring Lake formerly constituted the private equity arm of Tudor Investment Corp., a global hedge fund, prior to spinning off in 2013. - Website: http://springlep.com - Location: Boston, Massachusetts, United States - Lead qualification: Research: - Query: =Spring Lake Equity Partners Bob Forlenza recent investments fund thesis - Answer: Bob Forlenza, Managing Partner of Spring Lake Equity Partners, focuses on technology-oriented private companies, particularly in software and healthcare IT. He has invested in companies like Cognition Corporation and Trifecta. Spring Lake Equity Partners aims to add value through active board participation and strategic planning.

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