M. Mohan

Hey Mohan — similar PE background, been deep in digital business origination thinking lately. Would be good to connect.

Hey Mohan, see we share a similar PE path, though I was in London doing growth equity not acquiring digital businesses like Vangal. 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. do you disagree? — Russ

Hey Mohan, see we share a similar PE path, though I was in London doing growth equity not acquiring digital businesses like Vangal. 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. do you disagree? — Russ

hey Mohan — this kept rattling around. when I was doing growth equity we had every subscription going — PitchBook, CRM, enrichment tools, the lot — and I still spent half my time manually pulling origination together across all of it. always wondered if that was just us being disorganised or if it's genuinely universal. did you ever run into that at Vangal, or was it just us? — Russ

hey Mohan — appreciate the connect either way. I'm in and around digital business origination all day — if you ever want to swap notes on what's working, I'm easy to find. — Russ

Hey Mohan, similar background — though I was doing European growth equity not acquiring and building digital businesses like Vangal. the typical origination setup I see is a data subscription, a CRM that's half-populated, and a lot of Excel and Outlook doing the heavy lifting. 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. do you disagree? Russell searchloop.ai linkedin.com/in/russellt23

Hey Mohan, something I keep coming back to with digital business funds. most funds I talk to are still 70-80% broker-dependent for deal flow. works fine until two funds get shown the same deal and it becomes a pricing war. the proprietary pipeline is the thing that's supposed to prevent that — but it rarely gets built systematically. curious whether Vangal has cracked that or if it's the same pattern. Russell searchloop.ai linkedin.com/in/russellt23

hey Mohan — one more thought on this. 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. did you ever run into that at Vangal, or was it just us? Russell searchloop.ai linkedin.com/in/russellt23

hey Mohan — one thing I keep coming back to from my time doing growth equity — the funds with real proprietary pipelines aren't just seeing more deals. they're seeing them earlier. that changes everything downstream — pricing, competition, conviction. curious if you've been thinking about this at Vangal. Russell searchloop.ai linkedin.com/in/russellt23

hey Mohan — appreciate you reading these either way. spend most of my time thinking about origination infrastructure for funds — if that ever becomes a thing worth talking about, I'm around. Russell searchloop.ai linkedin.com/in/russellt23