Theodore (Ted) Lundberg

Hey Ted — similar PE background, been deep in healthcare services origination thinking lately. Would be good to connect.

Hey Ted, similar background, weirdly — I'm from Zimbabwe, did growth equity in London, not building a healthcare PE firm like Peloton. 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 stays inconsistent. nothing connects systematically — the firm's thesis and network intelligence don't feed into each other, so origination never builds on itself. does origination look different at Peloton? — Russ

Hey Ted, similar background, weirdly — I'm from Zimbabwe, did growth equity in London, not building a healthcare PE firm like Peloton. 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 stays inconsistent. nothing connects systematically — the firm's thesis and network intelligence don't feed into each other, so origination never builds on itself. does origination look different at Peloton? — Russ

hey Ted — one more thought on origination. after hitting this wall myself doing growth equity, I ended up building origination infrastructure for funds full-time — Axiom Equity, 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 Peloton has cracked that or if it's the same pattern. — Russ

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

Hi Ted, looks like we share a similar PE path — though I'm from Zimbabwe and ended up doing growth equity in London, not building a healthcare PE firm like Peloton. 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. 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 Peloton? Russell searchloop.ai linkedin.com/in/russellt23

hi Ted — 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, 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 Ted — 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. imagine Peloton has a way more dialled setup — but figured I'd ask. Russell searchloop.ai linkedin.com/in/russellt23

hi Ted — completely separate from all that. we've got a PE origination playbook — covers the tech stack, workflow design, prompts, all of it. happy to send it across if it's relevant at Peloton. Russell searchloop.ai linkedin.com/in/russellt23

hi Ted — 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