For searchers · Search Fund Formation

Form your search fund
in one guided flow.
Start searching faster.

SearchSync guides you through every step: your Delaware entity and EIN creation, banking with Mercury, and investor agreements on Goodwin's industry-standard templates. One streamlined process, so your time goes to closing your raise and starting your search.

Set up your account and run your raise in the Investor CRM for free. Pay $1,000 when you start your fund. Formation is for US-based traditional search funds only. Works with any counsel.

SearchSync Search Fund Formation tracker for Midford Capital: fund set up and entity formation complete, banking set up in progress, investor agreements up next
Investor agreement templates

Built on Goodwin's templates, the documents search investors already know, so your investors receive terms they recognize.

Fund banking

Mercury is trusted by 450K+ companies, entrepreneurs, and search funds. Apply for an account in 10 minutes or less to start receiving investor funds.

Just need banking? Apply here →

One guided flow

Ready to search in five steps.

  1. Account setup Enter your search and fund terms once. They carry through every step. Free
  2. Entity and EIN Delaware LLC filed, EIN issued, and registered agent appointed.
  3. Bank account Fund account opened with no branch visit needed. Mercury
  4. Investor agreements Drafted from your terms, ready to send. Goodwin templates
  5. Distribution and funding Send documents, track signatures and collect capital.
SearchSync Investor CRM: $370K committed (74% of raise), $40K soft-circled, 37 of 50 units sold, and a pipeline board from soft committed to docs signed

Free to start

Investor CRM to run your raise.

Pipeline, commitments, and agreement status for every investor, so you always know where your raise stands.

  • Investor pipeline
  • Committed capital tracking
  • To-do list per investor
  • Contact and meeting history
  • Agreement status
  • Raise progress vs. target

What your investors see

Show investors a professional raise from day one.

Documents and terms they recognize

Agreements on Goodwin's templates, the documents search investors already know.

A fund account ready for their capital

Your Mercury account is open before agreements go out.

More of their money going to the search

Formation costs a fixed $5,000, so less of the raise goes to setup.

Pricing

Start free. Pay when you form.

About half typical legal fees, with no hourly billing. Account setup and the Investor CRM are free. Formation covers everything you need to form, bank, and paper your fund.

  • Delaware LLC formation and EIN
  • Registered agent appointed
  • Banking with Mercury
  • Investor agreements on Goodwin's templates
  • Document distribution and signature tracking
  • Investor CRM, free from day one

Start free · Pay to form

$5,000all in

When you start your fund$1,000
30 days after your fund receives its first investor capital$4,000

Never funded? You never pay the $4,000.

Start for free

Questions searchers ask.

Do I still need a lawyer?

SearchSync is not a law firm, and we recommend working with your own counsel. Your lawyer reviews documents built on Goodwin's templates instead of drafting from scratch.

Who is this for?

US-based traditional search funds, solo or partnered. It works with any counsel.

What's free, and when do I pay?

Account setup and the Investor CRM are free. You pay $1,000 when you start your fund and $4,000 30 days after it receives its first investor capital.

What if my fund never gets funded?

Then the second payment is never due. You never pay the $4,000.

Start for free today.

Start free with the Investor CRM. Formation is $5,000 all in: $1,000 when you start your fund, and $4,000 30 days after it receives its first investor capital. If your fund never receives investor capital, the second payment is never due.

SearchSync is not a law firm and does not provide legal advice. Mercury is a fintech company, not an FDIC-insured bank. Banking services provided through Choice Financial Group and Column N.A., Members FDIC.