​Leveraging AI for List Building

​Finding quality targets is the engine that drives every successful Search. But building proprietary lists can take hours you don’t have. That’s where AI can give you a real edge.

​This virtual session breaks down how to use modern AI tools to make your sourcing sharper, faster, and more targeted. We’ll walk through practical ways to build and refine deal lists using platforms like Clay, OpenMart, Prosper, and AI agents that can do the heavy lifting behind the scenes.

​You’ll learn how to:

• ​Use AI tools to identify and qualify targets more efficiently

• ​Automate parts of your sourcing without losing control of your strategy

• ​Build proprietary lists that go beyond broker listings

• ​Layer data and signals to find better-fit businesses faster

• ​Set up lightweight AI workflows that actually stick

​Whether you’re just getting started with these tools or looking to level up your sourcing system, you’ll leave with practical tactics you can apply right away.

​Panel Lead: George Wellmer, TupeloSMB

​Aspen HR: White Glove PEO, HR, Payroll, and Benefits Partner for search funds, alternative investment firms and their portfolio companies. Receive large company benefits at a fraction of the cost. Contact: Mark Sinatra

​​Oberle Risk Strategies: Specialty insurance brokerage providing industry leading services and complimentary due diligence assessments of commercial insurance and employee benefits needs. Contact: Search Fund Team