Turn one PE firm into hundreds of qualified accounts

First, copy this template in Clay. 

If you’re already a user, you’ll be directed to your workspace. If not, you’ll be prompted to create a free Clay account.

The interactive demos on the right will walk you through each step of this Claybook.

Your starting point is having the list of PE firms ready. In the source table, add the PE firms whose portfolios are likely packed with your buyers, entered as domains (e.g. permira.com), since domains match far more reliably than firm names.

Need to source them? Use Clay’s company search and describe the kind of firm you want. Something like:

“Private equity firms that invest in B2B software and tech-enabled services, with 20+ active portfolio companies, headquartered in the US, UK, or Europe.”

Add an enrichment column, search integrations for Magellan Data, and choose Enrich PE portfolio companies. Map the input (Company URL or domain) to your firm domain column from Step 2.

Magellan returns each firm’s portfolio as a list (the Pe Portfolio field), so one firm can be 100+ companies. Use the “Write to table” action to break that list out. Each portfolio company becomes its own row in a fresh table, ready to work individually.

Now treat each company like any other account. Add a company-enrichment column keyed off Portfolio Company Domain to pull the three things your ICP actually cares about: Portfolio Company Size (an employee band like 501 to 1,000), Portfolio Company Industry, and Portfolio Company Country (an ISO code like US, GB, or DE).Next, add a “Use AI” column that reads those enriched fields and returns a fit score plus a one-line reason. The AI column handles the messy bits, like employee bands instead of exact numbers and varied industry labels. 

Sort by ICP Score, filter to 4 or above for your priority list, and you’ve got a ranked set of qualified accounts, each tied back to the PE firm that owns it.