The Operating
System for ETA
SearchSync runs your fund administration, pipelines (deal, searcher, and investor), performance tracking, and reporting. One platform, purpose-built for searchers, operators, and search fund investors.
Join the beta for early access.
Q2 2026
Portfolio overview
Net IRR
31%
+2.1pp YTD
MOIC
3.6x
+0.4x YoY
Capital committed
$8.6M
across 14 LPs
Capital funded
$7.8M
+$0.9M QoQ
Searcher pipeline
7 active
Capital call sent
$320K → 3 investors
K-1s generated
Tax season sorted.
In partnership with
Built with the support of searchers from
The search can be challenging.
Your tools shouldn't be.
Built from experience.
Our team has completed searches, run acquisitions, and invested across the ETA ecosystem. We know the workflow from every seat at the table.
Replacing the status quo.
We built SearchSync to replace the fragmented stack of Excel, SharePoint, outdated CRMs, and email chains that everyone in the space has been tolerating for too long.
Designed for your role.
Whether you are running the search, operating an acquired business, or deploying capital as an investor, SearchSync is purpose-built for your role in the ETA ecosystem.
Who we are
A team who has sat in every seat involved in search
Multi-time Searchers
We have completed the search process successfully. More than once. We know what the pipeline actually looks like when you are deep in it.
Active Operators
We run acquired businesses today. The operator modules were designed around our own real-world reporting and governance needs.
Search Investors
We back and mentor searchers across the ETA ecosystem. The investor modules solve the portfolio visibility and tax reporting problems we face ourselves.
We built the tool we always wished existed as searchers and the tool we need today as operators and investors.
One platform, shared data
Enter it once.
Everyone stays in sync.
Today, every update a searcher sends gets re-keyed into an investor's spreadsheet, and every close means rebuilding the back office from scratch. SearchSync connects all three sides of a deal to the same live data.
01
The searcher reports once.
Pipeline, opportunity updates and documents, and fund details are tracked in SearchSync, not in six different email threads.
02
Every investor sees it live.
Dashboards, marks, and K-1s update across each backer's portfolio automatically. No chasing, no re-entry.
03
The close doesn't reset anything.
At acquisition, Fund admin continues for operators. Your data room, cap table, and reporting history carry straight over.
04
LPs and CPAs plug in too.
Reports, capital accounts, and CPA-ready K-1 exports flow to everyone who needs them.
Purpose-built for the search industry.
Who it's for
Built for the entire acquisition ecosystem.
Select your role to see exactly how SearchSync is built for you.
Investors
Track performance, capital, and deal flow across your whole portfolio.
Searchers/Acquirers
Source and manage your pipeline, collaborate with investors, streamline your closing.
Operators
Reporting, KPIs, and investor updates for the businesses you run.
Partners
Referrals, early access, and co-marketing for the ecosystem.
See what the ETA community is saying about SearchSync.
“SearchSync has transformed how we manage our search fund portfolio. What used to take hours of spreadsheet work and email chains now happens in minutes.”
Sheret Ross
Co-Founder, Castle Holdings
The case for switching
What you have now vs.
what you deserve.
SearchSync replaces your fragmented tool stack and adds AI agents that automate the manual work, so your team spends time on decisions, not data entry.
The current toolstack
-
Excel
Investor tracking, pipeline, cap table
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Gmail + Folders
LP communications and updates
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SharePoint / Google Drive
Documents, templates, legal files
-
QuickBooks (maybe)
Basic accounting and K-1 prep
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Notarization by hand
Entity formation and filings
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PowerPoint
Quarterly investor reporting
The real cost
Hours every week cobbling data together. Errors that erode investor trust. No single source of truth for your business.
SearchSync
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Investor CRM
Track every LP, communication, and commitment in one place
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AI document processing AI
Upload a CIM or financial statement and SearchSync extracts the data automatically
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Document hub
Data rooms, legal docs, and board materials. Secure and organized.
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AI report narratives AI
Quarterly reports written by AI from your live data, ready to send in minutes
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Entity formation tools
Formation documents and state filings handled inside the platform
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AI investment chat AI
Ask questions about your portfolio in plain English and get instant answers
Built to save you hours every week
AI agents handle document extraction, report writing, and data classification automatically. Tasks that used to take hours now take seconds.
FAQ
Frequently asked questions
What is SearchSync?
SearchSync is the only platform built for the full lifecycle of a search fund. For investors: SearchSync runs your searcher pipeline end to end and lets you manage your funds, investments, and LP reporting in a single platform. For searchers: SearchSync gives you every tool you need to raise capital, build your pipeline, create your legal entity, and close your acquisition. For operators: SearchSync supports investor reporting, K-1s, your data room, and post-acquisition cap table management.
Who in the Search/ETA community is SearchSync for?
SearchSync is built specifically for the entire Entrepreneurship Through Acquisition (ETA) ecosystem, serving traditional and self-funded searchers, operating CEOs and teams, and search investors.
How can I use AI in my search fund?
AI is best used to eliminate routine administrative work for investors, searchers, and operators. SearchSync builds AI directly into its platform to automate administrative tasks across every phase of the acquisition lifecycle. The platform instantly parses PPMs, CIMs, and financial statements to extract core metrics and flag key risks without manual data entry. It also drafts quarterly report narratives directly from live performance data and lets you query your pipeline metrics in plain English, freeing searchers to spend more time connecting with business owners and closing deals.
How does SearchSync differ from general-purpose CRMs like Salesforce, HubSpot, or Affinity?
Salesforce, HubSpot, and Affinity are built for B2B sales teams tracking deals through a sales pipeline, not for the specific mechanics of search fund investing and small business acquisition. Using them for ETA means months of custom configuration and workarounds that still don't cover the industry-specific work, like tracking LP commitments against a fund, generating K-1s, or managing a data room through diligence.
SearchSync is purpose-built ETA software with those workflows already in place. Searchers get a deal pipeline built around sourcing and evaluating small businesses, not enterprise sales cycles, plus legal entity creation and CIM parsing in the same platform. Operators get investor reporting, K-1 distribution, and cap table management without stitching together spreadsheets and email threads. Investors get a single view across every fund and portfolio company, standardized reporting instead of chasing down individual searcher updates, and real-time performance tracking they'd otherwise have to build themselves in a generic CRM.
Still have a question? Get in touch.
The ETA community deserves better infrastructure.
SearchSync launches fall 2026. Join the beta to get early access ahead of the searchers, operators, and investors building on the platform.