For search fund investors
Stop retyping PPMs, CIMs, and updates.
Stop chasing K-1s.
Search Fund Manager reads the PPMs and CIMs searchers send you and keeps your pipeline current. Portfolio Operations tracks every fund, LP, and investment, collects K-1s, and builds your LP reports.
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We built SearchSync to replace the fragmented stack of Excel, SharePoint, outdated CRMs, and email chains that everyone in the space has been tolerating for too long.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 or deploying capital as an investor, SearchSync is purpose-built for your role in the ETA ecosystem.
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
Manage your raise and form your fund in a guided flow.
Partners
Referrals, early access, and co-marketing for the 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.
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
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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
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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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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 handles document extraction and data classification automatically.
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 and create your legal entity.
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 and search investors.
How can I use AI in my search fund?
AI is best used to eliminate routine administrative work for investors and searchers. 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 lets you query your pipeline metrics in plain English.
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 legal entity creation and CIM parsing in the same platform. 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.
Book a demo to see how SearchSync fits the way you search and invest.