Family Office Deal Flow Platform

Optimize your deal flow pipeline with the SourceScrub deal sourcing platform. Learn more about solutions to augment both your data & deal management.

Optimize your Deal Flow Pipeline
Features icon

Private Company Info

Features icon

Defined Target Market

Features icon

Conference Intelligence

Family Offices - Upgrade your deal origination strategy, intelligently

Solution illustration

Private Company Info

Whether a multi-family or single family office, SourceScrub helps family office investors maximize their deal origination efforts by enabling the ability to landscape the prospect playing field. Leverage key firmographic data points for private companies that meet your ideal investment thesis and apply them as filters against our extensive dataset of companies, private businesses and other sources

Defined Target Market

Perform an easy TAM analysis as the market evolves. Rapidly and accurately identify potential add-on acquisitions and uncover investment opportunities, or understand changes in the market applicable to your existing portfolio companies. The SourceScrub technology utilizes best-in-class search and filtering functionality allowing you to recognize the key details of company lists in seconds, making your wealth management strategy easier and more efficient.

Solution illustration
Solution illustration

Conference Intelligence

Search through our extensive up-to-date industry coverage list from within our platform, to analyze which businesses to target at upcoming conferences. If any of your family office investors finds a list we don’t have, leverage our team of 500+ research professionals and get it scrubbed on-demand.

Do More, Better, and Faster for your Family Office with the SourceScrub:

The Traditional Method

  • Spend hours conducting a comprehensive screen of your target industry to develop a theme using various efforts including: Google, third-party support, news sites

  • ‘Spray’ blindly to a list of contacts/businesses in you current network with a mandate and ‘Pray’ that any prospects come to fruition, reactively
  • Risk going to a conference or geography without knowing who to talk to, only to discover afterwards that you’ve missed meeting with your best leads

  • Several hours for 1 list of companies

The SourceScrub Method

  • Single source of truth for all key data points:

    • Filter by size, ownership and sector directly through SourceScrub

    • Identify relevant companies for direct investment opportunities

  • Proactively source your best leads at a conference or geography, email them, and set up a meeting
  • Leverage best-in-class search and filtering functionality to cut through the ‘noise’ within the conference list and email your top leads in seconds
  • Analyze a company list and operationalize a strategy in <15 minutes