Case Studies

See how we've helped leading private capital firms accelerate their deal sourcing and uncover high-quality investment opportunities.

Featured Case Study

Mamba Growth Equity

Boutique PE firm, New York · Consumer & Technology

How we delivered 94% relevant companies for a boutique NYC private equity firm focused on growth investments, increasing response rates by 5x while saving 60% of sourcing time.

The Challenge

Mamba Growth Equity is a boutique private equity firm in New York specializing in growth investments across consumer and technology sectors. Like many emerging managers, they faced significant challenges in deal sourcing.

Limited Resources

Small team meant limited bandwidth for extensive sourcing efforts

Low-Quality Lists

Traditional databases provided mostly irrelevant companies requiring extensive filtering

Generic Outreach

Difficulty personalizing outreach at scale led to low response rates

Missed Opportunities

Time spent on unqualified leads meant missing out on quality deals

The Approach

We partnered with Mamba Growth Equity to deliver a comprehensive sourcing solution combining our core services.

Highly Curated Sourcing

Built custom filters matching their investment criteria: $10M-$50M revenue, 30%+ YoY growth, consumer/tech focus, US-based. Delivered weekly lists with detailed profiles and investment rationale.

Market Mapping

Created comprehensive maps of emerging subsectors within consumer tech to identify white space and competitive dynamics.

Personalized Outreach

Crafted customized email sequences for each target company, highlighting specific value-add and business details. Messages written in their firm's voice.

Continuous Refinement

Established weekly feedback loops to improve list quality and personalization based on what was working, adapting to their evolving focus.

The Results

94%
Company relevance rate
5x
Increase in response rate
60%
Time saved on sourcing

Over six months, we delivered 150+ highly qualified companies with 94% meeting their investment criteria. Email response rates increased from 8% to 40%+ through personalized outreach. The team saved 15+ hours per week previously spent on manual sourcing and research.

Most importantly, this translated to business impact: 3 closed deals within the first year, with several more in advanced stages of diligence.

“The personalization and company quality from Sourcery Solutions is exceptional. Finding this level of curation would be incredibly difficult elsewhere. They understand our criteria and consistently deliver companies we want to reach out to. What used to take us weeks now happens in days, and the quality is actually better. It's been a game-changer for our deal flow.”

Kyle Kalish
Senior Associate, Mamba Growth Equity

Key Takeaways

Quality Over Quantity

By focusing on highly curated lists, Mamba's team could spend more time on relationship building rather than filtering through irrelevant companies.

Personalization Drives Results

Company-specific research and tailored messaging dramatically improved response rates and meeting conversion.

Continuous Feedback Loop

Regular communication and refinement ensured list quality improved over time, adapting to evolving investment focus.

Scalable Process

The solution scaled with Mamba's growth, supporting increased deal volume without proportional increases in team size.

Transform Your Deal Sourcing

See how Sourcery Solutions can deliver similar results for your firm. Book a discovery call to discuss your sourcing needs and investment strategy.

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