Pricing
One price for searchers. Tailored pricing for investors.
Searchers start free with the Investor CRM and pay $5,000 all in when they form their fund. Search Fund Manager and Portfolio Operations are priced to your portfolio.
For searchers
Search Fund Formation
Free to start with the Investor CRM $5,000 all in $1,000 when you start your fund. $4,000 due 30 days
after your fund receives its first investor capital. 
- Delaware LLC and EIN
- Registered agent appointed
- Banking with Mercury
- Free Investor CRM
- Investor agreements on Goodwin's templates
- Document distribution and signature tracking
What if my raise doesn't close? You've paid $1,000. If your fund never receives investor capital, you never pay the second payment.
For search fund investors
Search Fund Manager
For investors who back searchers- Searcher pipeline: prospective, active, and funded
- Capital requested, committed, and called, rolled up
- PPM and CIM parsing into searcher and investment profiles
- Email routing: forward or CC one address
- Opportunity data rooms with a to-do list for each
- Investment agent: ask about your searchers in plain English
Portfolio Operations
For investors who run funds and report to LPs- K-1 requests and tracking, with tax packages per investment
- Funds and SPVs with LPs, commitments, and capital calls
- Ledger, cap table, and board tracking per investment
- LP reports built from the ledger
- IRR, MOIC, and called vs. committed at fund and investment level
- Connected to Search Fund Manager: no re-entry when a searcher closes