Sourcing Call Template

A sourcing call template is a structured format for documenting initial calls with potential acquisition targets, intermediaries, or brokers during the deal sourcing process. It defines what to capture from each conversation: the basic facts about the company, its financial profile as presented, the quality of the business and its competitive position, the ownership and management situation, and the deal dynamics including process and timeline. The goal is to produce a consistent, comparable record of every first call so the deal team can make a fast, informed go or no-go decision on whether to pursue further diligence.

About this template

This template has six sections. Each one tells Jamie what to capture during a sourcing call and how to structure the output.

Section 1: Company Overview

Captures the basic facts about the target: company name, industry, geography, business model in one sentence, founding year and ownership history, employee count, and source of the deal. The foundation for every comparison across your pipeline.

Section 2: Financial Profile

Documents the key financials as presented or discussed: revenue, EBITDA, growth rate, customer concentration, recurring vs. non-recurring revenue mix, and capex requirements. Flags what was stated vs. what needs to be verified.

Section 3: Business Quality Assessment

Captures the qualitative signals about the business - the competitive moat, market defensibility, customer profile and stickiness, key growth drivers, and any weaknesses mentioned or implied. This is where pattern recognition across many sourcing calls happens.

Section 4: Management and Ownership

Assesses the management team and current ownership situation: who are the key leaders, why is the owner selling, would management stay post-acquisition, and any key person risk to flag.

Section 5: Deal Dynamics

Captures the deal context: asking price or valuation expectations, deal structure preferences, whether this is a broad auction or bilateral process, timeline, and competitive dynamics.

Section 6: Screening Verdict and Next Steps

Provides a clear recommendation: pursue further, pass, or monitor. Top reasons to pursue, top reasons to pass, and the agreed next step.

Why deal teams use this template

PE firms run hundreds of sourcing calls a year and the documentation problem compounds fast

A busy deal team runs dozens of sourcing calls every month. Without structure, the notes from a call in January are useless by March. A consistent format means the associate who took the first call and the VP reviewing the pipeline six months later are working from the same information.

Consistent structure makes pipeline comparison possible

When every sourcing call comes out in the same six-section format, comparing two companies in the same sector is fast. Same revenue profile, different management quality. Same growth rate, different customer concentration. That side-by-side comparison only works when the notes use the same categories every time.

The screening verdict becomes a searchable asset

When a deal comes back around 18 months later - through a different broker or a new process - the team needs to know why it was passed on the first time. Structured sourcing notes make that institutional memory retrievable.

Your associates spend less time writing and more time screening

A sourcing call write-up done manually takes 20 to 40 minutes. With this template, Jamie produces structured notes within minutes of the call ending. That time compounds across hundreds of calls per year.

Add this template to your Jamie account, or sign up and try it for free.

Open in Jamie

How to Use This Template in Jamie

Jamie works natively on your device. No bot joins your call, no meeting link needed. Use it across every online platform, capture in-person meetings via your laptop or phone, and get structured notes in 100+ languages - and your data stays on EU servers, fully encrypted, GDPR compliant.

Step 1: Add the Sourcing Call template in Jamie under Settings > Templates - or click Use this template to load it automatically.

Step 2: Start your sourcing call on any platform: Zoom, Teams, Google Meet, or phone.

Step 3: Within minutes of the call ending, your notes appear structured in six sections.

Step 4: Switch templates after the fact if needed. Jamie regenerates the summary in the new format. Your transcript stays the same.

Built for PE, IB, and M&A teams

Jamie processes and stores your data only within the EU. All data is encrypted with AES-256 in transit and at rest. No third-party bot sits in your call. No audio retained after transcription. This fits within the compliance requirements most funds already have in place. The template works with any meeting platform and handles calls in 100+ languages.