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Deal origination
Search Fund Sourcing CRM
Turns scattered acquisition research into a weekly operating rhythm for proprietary sourcing.
Focus
Acquisition sourcing pipeline
CRMSearch fundsPipeline design
The challenge
Proprietary sourcing produces fragmented inputs across brokers, owners, referrals, and unstructured follow-ups.
The approach
Center the system on target capture, relationship context, stage visibility, and a practical next-touch queue.
- 01
Target and relationship records
- 02
Industry, geography, and stage tagging
- 03
Outreach and follow-up tracking
- 04
Weekly pipeline review views
Next
Add configurable target scoring and import workflows as the tool matures.