Search Fund Sourcing CRM
A sourcing-workflow study for organizing target companies, relationship context, outreach stages, and follow-up.
Status
Workflow exploration · Sample data
Capabilities
Market research · Structured pipelines · Follow-through
The problem
Small business acquisition searches require managing dozens of target companies across varying stages of outreach, qualification, and seller relationships without losing context or dropping follow-up.
What I worked on
The design brings company research and relationship history into a pipeline that can be reviewed regularly. It asks a practical question: what do we know about this target, and what should happen next?
Evidence and scope
The public presentation uses sample records. It is a workflow exploration, not evidence of an active acquisition mandate, proprietary deal access, or completed transactions.
What this shows
Market research, structured pipelines, and disciplined follow-through.
See the work
Illustrative interface preview · synthetic data