Playbooks
Deals start in conversations.
Here is how to run them there.
Workflows, guides and comparisons for brokers, syndicators, searchers and investors whose deals begin in WhatsApp, Telegram, LinkedIn and Slack.
How a secondaries broker keeps 40 counterparties straight across five messaging apps
Sellers on WhatsApp, buyers on Telegram, the issuer’s counsel on LinkedIn. One block, five apps, and a broker who cannot afford to lose a thread.
7 min readUse cases
One deal, start to finish, by the kind of dealmaker running it.
From a WhatsApp intro to signed documents: a syndicator’s raise in one workspace
Thirty investor conversations, three networks, one closing date. A walkthrough of keeping a raise organized without forcing investors onto email.
6 min readRunning a search fund’s broker pipeline without building a CRM habit
Searchers live on LinkedIn and in brokers’ WhatsApp groups. Most give up on their CRM by month three. Here is a lighter way to keep the pipeline honest.
5 min readHow a family office principal screens co-investment deal flow from a dozen group chats
Sponsors pitch co-investments wherever the principal will answer. A walkthrough of keeping the good ones and saying no to the rest without losing track.
6 min readA seed investor’s week: founder intros from X, LinkedIn and Telegram on one desk
Founders cold-DM on X, scouts intro on Telegram, co-investors coordinate on Slack. A walkthrough of a seed investor keeping every thread warm.
5 min readSelling a business when every buyer prefers a different app
One listing, thirty buyer inquiries, four messaging apps and an NDA for each. How a sell-side broker keeps the process orderly.
6 min readSourcing add-ons for a roll-up when owners answer LinkedIn, not email
Owner-operators rarely answer cold email. They do answer LinkedIn and WhatsApp. A walkthrough of an add-on pipeline built from conversations.
6 min readBuying an ecommerce brand when the deal starts in a founder’s Instagram DMs
Ecommerce founders live on Instagram and X. Brokers post listings in Telegram groups. How an acquirer keeps a brand acquisition from scattering.
5 min readGuides
Practical methods for deals that live in messaging apps.
Your deal flow lives in your DMs. Here is what that is costing you.
Email-era tools assume deals start in an inbox. For brokers, syndicators and investors today, they start in a group chat.
6 min readHow to turn every introduction into a contact record you can actually use
The intro message has the name, title, email, phone and context. Most of it never leaves the chat. Here is a simple habit that fixes that.
5 min readHow to run a 30-minute weekly deal review when your pipeline lives in chat
A weekly review is the cheapest insurance a dealmaker can buy. Here is a version that works when the deals live in messaging apps.
5 min readUsing AI to triage deal flow without handing it your judgment
AI is good at noticing that a message looks like a deal. It should not be the one deciding. A practical way to split the work.
5 min readLists
Quick, practical fixes you can use today.
7 ways deals die in messaging apps, and the fix for each
Most deals that die in messaging apps are not rejected. They are forgotten. Seven failure modes, and what to do about each one.
6 min read8 signs your deal pipeline has outgrown your phone
Your phone got you here. These are the signs it will not get you to the next ten deals.
4 min read6 habits of dealmakers who never lose a thread
The dealmakers who never drop a thread are not more organized by nature. They just have a few habits that do the remembering for them.
4 min readComparisons
How Merger sits next to the tools you already know.
Unified inbox, deal CRM or shared inbox? Choosing a workspace for messaging-first deals
Three kinds of tool each solve part of the problem. Here is what each is good at, where each stops, and where Merger fits.
7 min readSpreadsheet, CRM or deal workspace: what a solo broker actually needs
Most independent brokers start with a spreadsheet, try a CRM, and drift back. Here is what each option is good at, and where each one breaks.
5 min readMerger vs a unified inbox plus a spreadsheet
A unified inbox fixes “too many apps.” A spreadsheet holds the pipeline. Here is what that pairing does well and what still falls between them.
5 min readPlaybooks are published by Merger. Use-case walkthroughs are illustrative composites with invented names and figures, not customer stories.