Aaron N. Davis

Hey Aaron — congrats on launching Gem State. Similar PE background here — been deep in construction & trades origination lately. Would be good to connect.

Hey Aaron, similar background, weirdly — I'm from Zimbabwe, did growth equity in London, not building a construction holdco like you. 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 Gem State? — Russ

Hey Aaron, similar background, weirdly — I'm from Zimbabwe, did growth equity in London, not building a construction holdco like you. 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 Gem State? — Russ

hey Aaron — one more thought on origination. after hitting this wall myself doing growth equity, I ended up building origination infrastructure for funds full-time — Mentmore, Axiom Equity, Noble Rock, a few others. at my old fund we had a solid stack and smart people, and origination still restarted from scratch every cycle. the funds who systematise it early end up compounding deal flow — the ones who don't keep resetting. curious if Gem State has cracked that or if it's the same pattern. — Russ

hey Aaron — 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 Gem State. either way, I'm around if origination ever becomes a conversation worth having. — Russ

Hi Aaron, looks like we share a similar PE path — though I'm from Zimbabwe and ended up doing growth equity in London, not building a construction holdco in Idaho. most construction & trades 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 Gem State? Russell searchloop.ai linkedin.com/in/russellt23

hi Aaron — been thinking more about origination. after hitting this wall myself doing growth equity, I ended up building origination infrastructure for funds full-time — Mentmore Capital, Axiom Equity, Noble Rock, 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

hi Aaron — something about this keeps 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. imagine Gem State has a way more dialled setup — but figured I'd ask. Russell searchloop.ai linkedin.com/in/russellt23

hi Aaron — 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 Gem State. Russell searchloop.ai linkedin.com/in/russellt23

hi Aaron — 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