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Exploring Clay for Enhanced Investor Sourcing in Private Equity

Avatar of Cannon H.Cannon H.
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Hi, all We’re a private equity firm exploring Clay to enhance our investor sourcing process. Many of our investors are major banks with whom we have personal relationships, and we’re particularly interested in a tool that can help surface email addresses from our LinkedIn connections. We're also targeting banks and professionals with backgrounds in impact investing, CRA, and community reinvestment. We’d appreciate the opportunity to speak briefly with someone knowledgeable about Clay to better understand how it could support our team. Best regards, Cannon Hayes; Catalyst Opportunity Funds

2 comments

  • Avatar of Channeled
    Channeled
    APP
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    We'd be happy to help you learn more about how Clay can assist with your investor sourcing process. Our platform offers powerful features for finding personal email addresses from LinkedIn profiles, which could be valuable for your connections with major banks. To get detailed insights on how Clay can support your specific needs in targeting banks and professionals in impact investing, CRA, and community reinvestment, we recommend speaking with one of our Clay Experts. They can provide a personalized demonstration and answer your questions. To arrange this, please click on the "Talk to a person" option in this chat. Our team will be glad to set up a meeting with a knowledgeable Clay representative who can guide you through our platform's capabilities for your unique requirements.

  • Avatar of Bo (.
    Bo (.
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    Hi Cannon, Thanks for reaching out — happy to help. Clay can definitely support your investor sourcing. You’ll be able to enrich people, companies and more. You can use tools like Swarm Integration from our enrichment menu (right side of the table > add enrichment) to identify potential contacts through your existing LinkedIn network. You can also export your LinkedIn connections manually or with tools like PhantomBuster or Apify, then import them into Clay for enrichment. We also offer a demo and Q+A, called Open Studio. It's held on Tuesdays @3pm EST, Wednesdays @11am EST, and Thursdays @8am EST (register here: https://lu.ma/claylive). If that time doesn't work or you're looking to dive in sooner, you can check out our 101 resources at clay.com/university

    Let us know if there’s anything specific you’d like covered.