1. Initial consultation
Our Private Equity firm clients reach engage us when they have an executive hiring need. Soul Equity consults with you at length about your talent requirements and priorities, your culture fit, specific needs, “nice-to-have’s” and concerns.
2. Intake Call
Every search begins with a collaborative intake call where we align on the role, team structure, and firm culture. During this conversation, we offer guidance on title calibration and compensation benchmarks to ensure your position opportunity is competitive in today’s market. This step lays the foundation for a focused, effective search tailored to your unique hiring goals.
3. Sourcing, Market-Mapping and Vetting Candidates
We match you with the right candidates using a proven research strategy, our proprietary sourcing team, and deep insight into the private equity landscape. Our robust tech stack includes an AI-powered ATS and a client portal that offers real-time, transparent updates on candidate progress. Every candidate is personally vetted through in-depth, one-on-one interviews, with a focus on experience, cultural fit, and long-term potential. We are committed to delivering a diverse slate and guiding each candidate through the process with care and integrity.
4. Candidate Assessment
A short list of candidates is determined based on experience, skills, and the assessment of values and culture. We spend a significant amount of time understanding professional transitions, experience, capabilities, and character, enabling the best match for your firm. We offer psychometric talent assessment tools, led by professionals with a mastery in a variety of assessment programs including the Hogan and Predictive Index.
5. Candidate Introduction
After creating a short list from our strategy-based recruiting process, we introduce you to the most aligned professionals for your role. The vast majority of our clients hire candidates from the first 5 introductions made. We provide guidance and recommendations, creating a uniquely personal candidate experience.
6. Complete Interview Coordination, Start to Finish
We handle all aspects of interview scheduling and logistics to ensure a seamless experience for both clients and candidates. Our team acts as a liaison throughout the process, keeping communication clear, timely, and professional at every stage. From first-round calls to final meetings, we manage every detail so you can focus on evaluating the right talent.
7. Weekly/Bimonthly Calibration Calls
We schedule weekly or biweekly calibration calls to keep your search on track and aligned with evolving priorities. These touchpoints allow us to share real-time insights, review candidate feedback, and adjust our strategy as needed. Whether the market shifts or your team’s needs evolve, we stay closely aligned every step of the way. Our goal is to ensure total transparency and momentum from kickoff to close.
8. Closing the Candidate
We take a hands-on approach to closing, staying closely engaged with candidates to understand their motivations, address concerns, and ensure alignment. We serve as a strategic partner during offer negotiations, providing real-time market insight and compensation guidance to help both sides reach a successful outcome. Our long-standing relationships and transparent communication build trust, making it easier to secure top-choice candidates
9. Follow Up
We stay in touch with you and your new hire. We follow up frequently to monitor both company and candidate satisfaction, ensuring active communication between all parties.