Raj Rao

Hey Raj — congrats on launching Barritus. Similar IB → PE background here — Credit Suisse then growth equity. Been deep in healthcare origination lately. Would be good to connect.

Hey Raj, looks like we share a similar IB → PE path, though I was doing growth equity for a European fund not building a healthcare PE fund like Barritus. most healthcare 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 Raj, looks like we share a similar IB → PE path, though I was doing growth equity for a European fund not building a healthcare PE fund like Barritus. most healthcare 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 Raj — 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 Barritus, or was it just us? — Russ

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

Hey Raj, see we share a similar PE path, though I was in London doing growth equity not building a healthcare PE fund like Barritus. most healthcare 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. 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? Russell searchloop.ai linkedin.com/in/russellt23

Hey Raj, been talking to a few healthcare funds this week and a pattern keeps showing up. 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 Barritus has cracked that or if it's the same pattern. Russell searchloop.ai linkedin.com/in/russellt23

hey Raj — 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 Barritus, or was it just us? Russell searchloop.ai linkedin.com/in/russellt23

hey Raj — been thinking about this a lot — the difference between funds that build origination infrastructure in the first couple of years vs those that keep running on brokers and inbound. by year 3-4 the gap is pretty hard to close. curious if you've been thinking about this at Barritus. Russell searchloop.ai linkedin.com/in/russellt23

hey Raj — no stress on any of this. 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