Case study100 billion plus AUM private equity firm
6 min readSenior Associate, Investment Team
Email automation for private equity sourcing: how an associate at a $100B+ AUM private equity fund runs outbound with Waterfall.
A senior associate runs personalized add-on and conference outreach campaigns from reusable templates, a CSV per campaign, and AI-derived fields that personalize each email with dynamic information from the company's website.
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