Greg Case

Greg - fellow finance refugee here (Credit Suisse NYC). Saw PeakEquity's focus on $15-50M revenue enterprise software. That's the zone where databases show last year's numbers but miss what's actually happening. Worth comparing notes.

Greg - quick thought: PitchBook shows last year's revenue. But for enterprise software at your stage, what matters is pricing models, switching costs, implementation timelines, compliance depth. One tells you what happened. The other tells you what's happening. Expensive databases are great for finding companies, terrible at evaluating them.

Greg, Saw you're running PeakEquity out of Villanova - I spent some time in finance in NYC at Credit Suisse, though I'm originally from Zimbabwe and have been at the game for a fraction of the time you have. I'm sure you get emails like this all the time, but hopefully this one is a little different. At least because it is not ai. In a previous life I was deploying €30m growth tickets into European software companies, but recently been building custom deal sourcing systems for growth investors. Working with funds like Axiom Equity UK (they do £60m+ tickets) and Noble Rock Software here in the US. They've been using it to map enterprise saas markets that fit their thesis -> then do automated outreach to founders & ceos. Figured I'd reach out because PeakEquity came up as a strong fit given your enterprise software focus in that $15-50M revenue sweet spot. Know how hard it is to get consistent coverage of companies at that scale, especially when partners are busy with port cos. It's not fancy, but it's powerful because we build it custom to you - finds companies matching your criteria, scores them, gets owner contacts, drafts personalized outreach, manages follow-ups & pushes everything to your crm. Worth a quick call to see if it fits? Best, Russ searchloop.ai www.linkedin.com/in/russellt23

Greg, Most PE associates spend 80% of their time on work that can be 95% automated. The workflow: Export companies → Open websites → Copy info → Score → Hunt for contacts → Draft outreach → Track in Excel. That's a $200K-$300K employee doing $25/hour data entry. At your fund size, you can't afford a 6-person sourcing team like the mega-funds. But you're competing for the same $15-50M revenue enterprise software companies they are. The structural problem isn't effort - it's that associates should be evaluating deals, not hunting for email addresses. Same analysis, just 25x faster when it's automated. Russ

Greg, PitchBook shows last year's revenue, not next year's churn risk. Databases track funding rounds, employee count, basic financials. What actually matters for enterprise software: pricing models, customer benefit claims, switching costs, implementation timelines, compliance depth. For a $15-50M revenue company, those factors tell you if they're defendable. That's what separates a good software business from one that's about to get disrupted. We built automation that reads websites like a senior associate - pulls that qualitative intelligence - but 1000x faster. Not trying to replace databases. Just extract what they miss. Russ

Greg, The real cost isn't what you pay associates. It's the deals you miss while they're doing manual data entry. When your associate spends Tuesday afternoon copying website content into Excel, that's Tuesday afternoon they're not evaluating switching costs or analyzing pricing models. At the mega-funds, they throw bodies at this. At PeakEquity's size, you need to automate the data entry so talent focuses on judgment. That's the structural problem in PE sourcing. Not tooling. Priorities. Russ

Greg, Might not be the right time. We automate the hunting, you focus on evaluating. Russ