Adam Verhasselt

Hey Adam — similar PE background, been deep in niche industrial origination thinking lately. Would be good to connect.

Hey Adam, see we share a similar PE path, though I was in London doing growth equity not building a permanent holdco like Junto. 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 Adam, see we share a similar PE path, though I was in London doing growth equity not building a permanent holdco like Junto. 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 Adam — 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 Junto, or was it just us? — Russ

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

Hey Adam, similar background — though I was doing European growth equity not building a permanent holdco like Junto. 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 Adam, been talking to a few niche industrial funds this week and a pattern keeps showing up. talked to a fund last week that had 3,000 targets in a spreadsheet, a separate outreach tool, and a CRM that didn't know about either. every time someone new touches the pipeline they're basically starting from scratch. curious whether Junto has cracked that or if it's the same pattern. Russell searchloop.ai linkedin.com/in/russellt23

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

hey Adam — 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 Junto. Russell searchloop.ai linkedin.com/in/russellt23

hey Adam — 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