Edward Chan
LinkedIn Copy
Hey Edward — saw Rivana launched recently. Similar PE path — interested in how you're thinking about origination in lower-mid tech & healthcare. Would be good to connect.
Hey Edward, similar background, weirdly — I'm from Zimbabwe, did growth equity in London, not building a fund like Rivana. most lower-mid 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 Rivana? — Russ
Hey Edward, similar background, weirdly — I'm from Zimbabwe, did growth equity in London, not building a fund like Rivana. most lower-mid 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 Rivana? — Russ
hey Edward — 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, Wingman, a few others. at my old fund we had every subscription going and I still spent half my time manually stitching origination together. the funds who systematise it early compound deal flow in a way that's really hard to replicate later. curious if Rivana has cracked that or if it's the same pattern. — Russ
hey Edward — 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 Rivana. either way, I'm around if origination ever becomes a conversation worth having. — Russ
Email Copy
Hi Edward, looks like we share a similar PE path — though I'm from Zimbabwe and ended up doing growth equity in London, not building a new fund in the lower middle market. most tech & 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 Rivana? Russell searchloop.ai linkedin.com/in/russellt23
hi Edward — 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, Wingman, 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 Edward — 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 Rivana has a way more dialled setup — but figured I'd ask. Russell searchloop.ai linkedin.com/in/russellt23
hi Edward — 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 Rivana. Russell searchloop.ai linkedin.com/in/russellt23
hi Edward — 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
Prospect Research
## PROSPECT INFORMATION: Name: Edward Chan Title: Partner Fund: Rivana Equity Partners Background: Please provide the Profile Data and Posts Data you would like me to process. Once provided, I will generate the summary according to your instructions. Fund details: - Description: Based in Philadelphia and Chicago, Rivana Equity Partners is a private equity firm focused on investing in lower middle market companies across the Technology, Healthcare, and Specialty Manufacturing & Services sectors. The firm partners with founder-operated, family-owned, and/or management bootstrapped businesses where there is significant growth, innovation, and value creation potential. Rivana has an expanding Operating Partner community of C-suite executives with deep industry and functional expertise (ReV Operating Partners). ReV Operating Partners, combined with Rivana's proprietary value creation framework and executive database, forms the ReV Operating System (ReV OS). Rivana leverages ReV OS across its companies to help management teams execute strategic and operational plans, drive transformative and sustainable expansion, and increase value. - Website: https://rivanaequity.com/ - Location: Philadelphia, Pennsylvania, United States - Lead qualification: Research: - Query: =Rivana Equity Partners Edward Chan recent investments fund thesis - Answer: Edward Chan leads Rivana Equity Partners, focusing on lower middle market investments in technology, healthcare, and manufacturing. Rivana targets founder-led firms with growth potential. Recent investments emphasize value creation through strategic partnerships.