Guides4 min read
Search Fund Software: A Practical Evaluation Guide
A practical scorecard for choosing acquisition software, from the first broker introduction through diligence and close.
SearchWare Team
The search fund field guide.
Practical guidance for running a search: build your pipeline, evaluate a CIM, prepare an LOI, and organize diligence.
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Guides5 min read
How to Manage a Search Fund Pipeline: The Operator's Playbook
A practical system for managing acquisition stages, broker relationships and follow-ups as your search pipeline grows.
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Independent Sponsor Deal Management: Running Deals Without an Ops Team
A practical workflow for sponsor-led acquisitions: maintain broker relationships, organize diligence, and coordinate advisors with a lean team.
Guides4 min read
Search Fund Due Diligence Checklist: 47 Items Organized by Workstream
Due diligence is where search fund acquisitions succeed or fail. Not in negotiation, not at close — in the 60–90 days between signed LOI and the wire transfer. The operators who close deals efficiently are the ones who systematized their diligence process before they needed it.
Guides5 min read
Search Fund LOI Template: What to Include (And What to Avoid)
Most LOI templates online are generic M&A documents written for investment bankers representing institutional buyers in $100M+ deals. The dynamics in a search fund deal are different.