What Is Search Fund Plus?
Search Fund Plus is a proprietary deal sourcing
platform and execution partner built specifically for the search fund
ecosystem. It enables self-funded searchers, traditional search funds,
independent sponsors, holdcos, and private equity firms to run a structured,
efficient, and data-driven acquisition search from start to finish.
Rather than relying on spreadsheets, disconnected tools, outsourced list building, and inconsistent outreach efforts, searchers use Search Fund Plus as a unified operating layer behind the entire search process. This allows them to focus on what actually matters, evaluating businesses, building relationships with owners, and closing the right acquisition.
Why It Exists
Many search processes lose momentum not because of a lack of opportunities, but because of poor execution infrastructure. Searchers often find themselves juggling multiple responsibilities at once, sourcing companies, cleaning and structuring data, verifying information, identifying the right owner contacts, launching outreach campaigns, tracking follow-ups, and managing pipeline activity.
When these tasks are handled manually or across fragmented tools, the result is slow execution, missed follow-ups, and inconsistent deal flow.
Search Fund Plus was built to solve this problem by bringing the entire search process into one structured, repeatable system, combining technology, process, and human execution.
How It Works
Every engagement begins with a deep understanding of the searcher’s acquisition criteria. This includes factors such as industry, geography, EBITDA range, company size, ownership structure, growth profile, and overall investment thesis.
Once defined, dedicated analysts begin sourcing companies that match these criteria. This is not entry-level outsourced work, Search Fund Plus relies on trained, qualified professionals who systematically identify and validate targets using proprietary tools.
Each company goes through a multi-step process:
- Identified and structured using internal systems
- Categorized based on key attributes and relevance
- Evaluated using multiple qualitative and quantitative factors
- Double-checked by analysts for accuracy and fit
Companies are evaluated across key search criteria such as relevance to the target market, geographic alignment, business size and profile, ownership and transition dynamics, overall strategic attractiveness, and likelihood of productive engagement.
Search Fund Plus then applies its proprietary Acquisition Fit Score™ (AFS) to quantify how well each company aligns with the searcher’s criteria.
Based on this, companies are organized into clear priority tiers ranging from high-potential immediate targets to secondary opportunities, longer-term prospects, and non-fit companies.
This creates a highly structured and prioritized pipeline from the very beginning.
Outreach and Deal Flow
Once high-priority targets are approved, Search Fund Plus supports the launch of tailored outreach campaigns.
These campaigns are not generic. Messaging is customized based on the searcher’sthesis and target profile, and outreach is directed toward the most relevant decision-makers, identified and verified according to a defined contact strategy.
The platform supports:
- Personalized, AI-assisted messaging
- Structured follow-up sequences
- Response tracking and engagement monitoring
- Pipeline movement from first contact to active opportunity
The goal is not volume, it is generating meaningful, qualified conversations with the right business owners and uncovering proprietary, off-market opportunities.
Support Beyond Sourcing
Search Fund Plus extends well beyond company sourcing. It provides structure and visibility across the full acquisition lifecycle.
Searchers can track and manage opportunities through stages such as:
- Initial outreach and conversations
- NDA execution
- Qualified opportunities
- IOI and LOI progression
- Due diligence
- Active pipeline management
All activities are captured within a centralized system, ensuring nothing is missed and progress remains consistent.
Who It Is Built For
Search Fund Plus is designed to support a range of acquisition searchers:
- Self-Funded Searchers who need leverage, structure, and time efficiency
- Traditional Search Funds operating under investor timelines and capital constraints
- Independent Sponsors managing deal flow without large internal teams
- Private Equity Firms and HoldCos seeking scalable, repeatable sourcing engines
Each use case benefits from the same core advantage: a fully built execution layer behind the search.
What Makes It Different
Search Fund Plus is not a generic CRM, a static database, or a temporary outsourcing solution. It is purpose-built for acquisition search and designed around how successful searches actually operate.
It combines:
- Experienced, trained analysts
- Proprietary sourcing and data structuring systems
- Built-in categorization and filtering logic
- Acquisition Fit Score™ for prioritization
- End-to-end outreach execution support
- A unified Search Fund CRM™ designed specifically for deal flow
Every company is both system-processed and analyst-validated, ensuring a higher standard of quality and relevance.
Why Search Fund Plus
Search Fund Plus is a complete operating infrastructure for acquisition search.
It helps searchers identify the right companies, prioritize the best opportunities, execute high-quality outreach, and manage deal flow in a structured, disciplined way.
If the goal is to run a smarter search, avoid wasted time, and close the right business faster, Search Fund Plus is built to deliver exactly that.