Michael Margolies

Chief Executive OfficeratLittlebanc
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Connection Request

Hey Michael — similar PE background, been deep in essential services / control equity origination thinking lately. Would be good to connect.

Cold DM (Sales Nav)

Hey Michael, similar background, weirdly — I'm from Zimbabwe, did growth equity in London, not running a control-oriented PE firm like Littlebanc. 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 Littlebanc? — Russ

Accept DM

Hey Michael, similar background, weirdly — I'm from Zimbabwe, did growth equity in London, not running a control-oriented PE firm like Littlebanc. 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 Littlebanc? — Russ

Followup 1

hey Michael — one more thought on origination. after hitting this wall myself doing growth equity, I ended up building origination infrastructure for funds full-time — Axiom, Noble Rock, Mentmore, a few others. I hit this exact problem at my old fund — tonnes of subscriptions, decent CRM, nothing connecting it all. the funds who systematise it early compound deal flow in a way that's really hard to replicate later. curious if Littlebanc has cracked that or if it's the same pattern. — Russ

Followup 2 (Breakup)

hey Michael — 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 Littlebanc. either way, I'm around if origination ever becomes a conversation worth having. — Russ

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

Hi Michael, looks like we share a similar PE path — though I'm from Zimbabwe and ended up doing growth equity in London, not running control investments in essential businesses. 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 Littlebanc? Russell searchloop.ai linkedin.com/in/russellt23

Email 2 — Follow-up

hi Michael — 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, Mentmore Capital, 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 Michael — 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. did you ever run into that at Littlebanc, or was it just us? Russell searchloop.ai linkedin.com/in/russellt23

Email 4 — Breakup

hi Michael — 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 Littlebanc. Russell searchloop.ai linkedin.com/in/russellt23

Email 5

hi Michael — 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: Michael Margolies Title: Chief Executive Officer Fund: Littlebanc 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: Littlebanc is a private equity firm focused on “old world,” essential businesses with stable cash flows that are in need of capital to fund expansion. Littlebanc prefers control investments and takes an active role in its portfolio companies. Since founding, Littlebanc has invested in ten companies, with a current portfolio of five businesses, operating in the death care, logistics, e-commerce technology, and firearms. Selectivly Littlebanc takes a few agency assignments per year. INVESTMENT CRITERIA • Control investments • Minimum equity investment of $5mm • Minimum EBITDA of $3mm • Based in the United States • Situations where we can add value, accelerate growth, and increase profitability - Website: https://www.littlebanc.com - Location: Delray Beach, Florida, United States - Lead qualification: Research: - Query: =Littlebanc Michael Margolies recent investments fund thesis - Answer: Michael Margolies is a seasoned investor and entrepreneur known for founding Littlebanc Advisors, which focuses on seed and startup investments. He has over 25 years of experience in capital markets and has previously founded Avalon Research Group. Littlebanc primarily invests in technology, health, and other sectors.

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