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Free Deal Sourcing ROI Calculator

Free Excel Tool

How do successful investors and lenders make sure they’re spending time effectively? They set up a system to identify the highest-impact actions that lead to closed deals.

Our new deal sourcing ROI calculator helps you:

  • Determine which sourcing channels are the most efficient (e.g., proprietary deal flow vs. conferences vs. online platforms)
  • Determine which channels are most cost-effective
  • Calculate your average success rate at each stage in the funnel
  • Pinpoint inefficiencies in your process