I’ve posted below a video and two slide decks on investment sourcing that I’ve presented at investor conferences.
I published the first formal study on deal origination best practices for investors in illiquid assets (mostly private equity and venture capital investors) in the Journal of Private Equity, which became for several years their #1 all-time most-read article. I’ve also published on sourcing in the Harvard Business Review, Institutional Investor, etc., and continue to write regularly on origination. For more on this topic, see The 11 steps of using technology to improve investing in private companies: How private equity and VC investors are eating their own dogfood.
