He Raised $37M to Fix Cold Calling: Here’s What Actually Works

The core problem in deal sourcing is reachability. Your team can make 100 dials and only speak to four prospects.

Listen on

Guest

Joey GIlkey

Principal and Advisor, Transform Labs

CEO of TitanX, a phone-intent platform he scaled to a $100M valuation in 19 months.

TitanX is a sales tech platform that helps outbound teams increase phone connect rates by identifying “phone intent” so reps can prioritize prospects more intelligently without changing their existing stack.

More SourceCo Podcasts

Explore more M&A podcasts and playbooks to source, diligence, and close founder-led deals, and learn repeatable systems across outreach, data, diligence, financing, and post-close execution from buyers, operators, and specialists.

Cold Calling and Booking Meetings

Source

Specialist

Joey GIlkey

Tune in via

He Raised $37M to Fix Cold Calling: Here’s What Actually Works

The core problem in deal sourcing is reachability. Your team can make 100 dials and only speak to four prospects.

Portfolio Ops, Playbooks & Value Creation

Operate

Private Equity

Lee McCabe

Tune in via

PE Fires 70% of CEOs. Lee McCabe Gives the Day-1 Playbook to Survive.

Lee argues the traditional PE operating partner model is broken and details his three-step fix.

Portfolio Ops, Playbooks & Value Creation

Operate

Private Equity

Edwin Yun

Tune in via

Life After Private Equity (with Edwin Yun)

Edwin Yun spent 7 years in private equity across two firms), then left to build Road to Carry Newsletter

Quality of Earnings and Deal Risk

Diligence

Advisor

Matt Estadt

Tune in via

Inside the QoE: What Makes or Breaks a Deal (with Matt Estadt, CFGI)

We go deep on the most common friction points: add-backs and pro forma adjustments, why net working capital pegs create post-close surprises

Portfolio Ops, Playbooks & Value Creation

Operate

Advisor

Cole Strandberg

Tune in via

Collision Repair M&A: How Buyers Value Scale, DRPs, and Real Estate

Collision repair is consolidating fast, and the buyer universe is deeper than most operators realize.

Cold Email & Messaging

Operate

Specialist

Ryan Frederick

Tune in via

Effectively implementing AI for middle market companies

Transform Labs has spent over 15 years building AI-driven software for middle-market service, distribution, and manufacturing companies.