• Lead Generation & Prospecting • Conduct in-depth market research to identify potential M&A targets, including companies within specific sectors, regions, or financial profiles. • Qualify and hand off vetted leads to Deal Teams, ensuring clear investment criteria alignment. • Leverage tools like RocketReach, Apollo.io, Seamless.ai, Lusha, ZoomInfo, Grata, etc., to uncover and validate firmographic and contact data. • Design and execute multi-touch cadences (email, phone, LinkedIn) to engage and qualify acquisition targets. • Market & Industry Research • Conduct TAM/SAM/SOM analyses and deep-dive research on target verticals, sub-sectors, and competitive landscapes • Track industry trends, competitor M&A activity, and regulatory shifts impacting software markets. • CRM & Data Management • Maintain Salesforce: ensure data accuracy, build custom reports/dashboards, and set up automated workflows for lead tracking. • Continuously optimize sourcing processes and data enrichment to improve lead quality and coverage. • Sourcing Tool Evaluation & Optimization • Deep-dive into tools such as RocketReach, Apollo.io, Seamless.ai, Lusha, ZoomInfo, Grata, etc., to benchmark performance, and roll out best fits to the team. • Advise on tool ROI analyses and recommend new sourcing platforms or data providers • Portfolio Lead Support • Collaborate with Portfolio Operations teams to identify potential companies based on their requirements and help generate those leads. • Reporting & Collaboration • Prepare and present regular pipeline health and market intelligence reports to Investment Managers.