Jon Bonem

Hey Jon — similar PE background, been deep in lower-middle market origination thinking lately. Would be good to connect.

Hey Jon, similar background, weirdly — I'm from Zimbabwe, did growth equity in London, not building a fund like Four Count. 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 the proprietary pipeline doesn't really reflect the effort. everything sits in silos — thesis over here, network over there, data somewhere else — so the off-market stuff never compounds. does origination look different at Four Count? — Russ

Hey Jon, similar background, weirdly — I'm from Zimbabwe, did growth equity in London, not building a fund like Four Count. 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 the proprietary pipeline doesn't really reflect the effort. everything sits in silos — thesis over here, network over there, data somewhere else — so the off-market stuff never compounds. does origination look different at Four Count? — Russ

hey Jon — 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 Four Count has cracked that or if it's the same pattern. — Russ

hey Jon — 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 Four Count. either way, I'm around if origination ever becomes a conversation worth having. — Russ

Hi Jon, looks like we share a similar PE path — though I'm from Zimbabwe and ended up doing growth equity in London, not building a holding company like Four Count. most lower-middle market 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 Four Count? Russell searchloop.ai linkedin.com/in/russellt23

hi Jon — 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 Jon — 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 Four Count, or was it just us? Russell searchloop.ai linkedin.com/in/russellt23

hi Jon — 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 Four Count. Russell searchloop.ai linkedin.com/in/russellt23

hi Jon — 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