Deal Sourcing: Identifying Opportunities

Course 3 of 6 in Private Equity Foundations Certification

Discover companies that are a strategic fit for investments or investors that are active in your market area.

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About this course

As the capital markets become more crowded and competitive, it's essential to find matches between companies and investors quickly. In this course, we'll show investors how to leverage PitchBook's financial data to find companies in your target sector that are primed for funding or acquisition. We'll show corporations how to find investors that make deals in your sector and understand your competitive value.

We'll cover how to:

  • Identify and evaluate potential opportunities for making or seeking investments.
  • Prioritize and vet the most solid investments or understand your value to investors.
  • Network and connect with potential targets.
  • Track your pipeline and streamline communication among your team.

Who should take this course?

  • Corporates
  • Venture capital firms
  • Private equity firms
  • Corporate venture capital 

Duration: 30 mins

 

Curriculum30 mins

  • Introduction 1 min
  • Lesson 1: Target Company Search 4 min
  • Lesson 2: Comparing Company Data 4 min
  • Lesson 3: Deals, Investors, and People Data 4 min
  • Practice: Custom Fields 3 min
  • Lesson 4: Vetting Companies Using Profiles 4 min
  • Practice: Company Profiles 3 min
  • Test your Knowledge
  • Deal Sourcing Quiz 5 min
  • Additional Resources
  • Conclusion

About this course

As the capital markets become more crowded and competitive, it's essential to find matches between companies and investors quickly. In this course, we'll show investors how to leverage PitchBook's financial data to find companies in your target sector that are primed for funding or acquisition. We'll show corporations how to find investors that make deals in your sector and understand your competitive value.

We'll cover how to:

  • Identify and evaluate potential opportunities for making or seeking investments.
  • Prioritize and vet the most solid investments or understand your value to investors.
  • Network and connect with potential targets.
  • Track your pipeline and streamline communication among your team.

Who should take this course?

  • Corporates
  • Venture capital firms
  • Private equity firms
  • Corporate venture capital 

Duration: 30 mins

 

Curriculum30 mins

  • Introduction 1 min
  • Lesson 1: Target Company Search 4 min
  • Lesson 2: Comparing Company Data 4 min
  • Lesson 3: Deals, Investors, and People Data 4 min
  • Practice: Custom Fields 3 min
  • Lesson 4: Vetting Companies Using Profiles 4 min
  • Practice: Company Profiles 3 min
  • Test your Knowledge
  • Deal Sourcing Quiz 5 min
  • Additional Resources
  • Conclusion