From signup to first deal
in 10 minutes.
A simple 4-step setup, three quick wins in the first session, and a 4-touch outreach sequence you can run on DealForge data. Built so a PE buyer can say yes to the trial without thinking twice.
Setup (Day 1, ~10 min)
≈ 10 minutesThree things every beta firm should do on day one. Each is a single action — no analyst, no spreadsheet.
DealForge enriches owner and executive contact paths off LinkedIn so every dossier surfaces a verified routing path. Connect via the portal — the same channel we already use for outbound delivery notices.
Open Portal → Connect LinkedInPaste in 10–50 known target companies and DealForge will score them against your acquisition thesis on the same criteria fit, financial fit, transition readiness, and market position dimensions used for new search results.
Run Scout → Paste ListSet your delivery cadence to weekly in the portal. A new batch of qualified targets — scored and ranked against your thesis — arrives in your inbox on the schedule you pick. No chasing, no missed fits.
Open Portal → Set Weekly DeliveryThree Quick Wins in the First Session
≈ 15 minutesDo these three things inside your first session and you'll have something concrete to send to a partner by end of day.
Open Scout, type the sector you actually want to own today, and run one search. Each scored target lands as a full dossier you can open and forward.
Open Scout →Drop in your existing thesis PDF (or paste the one-pager text). DealForge uses it to anchor scoring on what your firm actually cares about — not generic defaults.
Open Portal →Reply to the onboarding prep email with answers to these — your responses sharpen every future delivery:
- What's your deal size sweet spot? (revenue multiple range)
- Any specific niches within your target sectors?
- Industries or business models to exclude?
- Are retirement/succession signals important to you?
- Any geographic preferences we should weight more?
Sample 4-touch outreach sequence you can run on DealForge data
Day 0 → Day 14A low-pressure sequence the firm can run themselves. Each touch references DealForge outputs that already exist — no new collateral to build.
Use a sample target as the conversation starter.
Preview: "Saw a Chattanooga fabricator that fits how you describe a typical add-on — owner in late 60s, recurring OEM base, no formal M&A advisor on file. Worth a 10-minute look?"
Send the full dossier for that target — financials, owner intel, contact path, fit score.
Preview: "Forwarding the one-pager on Cascade Industrial. Fit score 94/100; verified direct email + LinkedIn on file. Happy to walk you through if useful."
Point them at a sample weekly delivery so they see the actual artifact you'll be sending them.
Preview: "Here's what a real weekly batch looks like before you commit: dealforge-99.polsia.app/sample-delivery — 10 targets, scored, ranked, with one full dossier and 9 summaries."
No-pressure opener. Match the tone of the welcome email — friendly, low-commitment.
Preview: "No pitch — happy to spend 15 minutes walking through how the search would be set up for your thesis. If it's a fit, great; if not, you'll at least leave with the dossier."
Forward this to one partner today.
If a PE buyer can read this page in 90 seconds and say "yes, I know what to do next," the trial sells itself. Three setup steps. Three quick wins. A four-touch sequence they can run on real DealForge output.