CRMs for Investors or Searchers

Member resources:

Frequent asked questions:

What is Searchfunder.com?

Searchfunder.com is an online community of searchers, investors, lenders, brokers and other professionals. Over 80% of those involved in searchfunds maintain a Searchfunder account to help them network, hire, and mentor others.

What are the benefits of membership?

In addition to accessing the most active online network of business buyers, Searchfunder licenses research that is simply not cost effective for individuals. Access over 15,000 industry reports and 50,000 transaction financials. You also get monthly credits for contact information for your company sourcing campaign with the option to purchase more at drastically discounted rates. Searchfunder has pre-purchased access from these data providers in order to empower individual buyers and to help searchers level the playing field versus private equity.

Do you have deals?

While we are primarily a buy-side network, we do have hundreds of brokers that regularly post deals to the community.

Can I find an internship on Searchfunder?

Absolutely! We have the industry's largest intern job board. If you are considering a search, the first step is to help another business buyer so you can hit the ground running.

What does it cost?

Searchfunder is a subscription service. We offer 2 flexible membership options.

Basic

$4 / month

Professional

$19 / month

Jobs are always free to browse. We're not in the business of charging students looking for internship opportunities.

Those who maintain an account with us for over 4 continuous years are permanently added to the community without the need for a membership.

Do I need an MBA to join?

While a large number of our members come from dedicated programs at Harvard Business School, Stanford GSB, Chicago Booth, and other top programs, searching is no longer reserved for the elite. With the current abundance of dry powder in private equity, and an increasing number of business owners reaching retirement age, good deals rarely go unfunded.

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by an investor from University of Pennsylvania - The Wharton School
in Los Angeles, CA, USA

1d ago

CRMs for Investors or Searchers

Has anyone used Attio? Would be interested to connect and hear your experience?

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reply by a professional 2h ago
in Saskatoon, SK, Canada

Yeah I'm going to second what Jennifer is saying here. One of the biggest limitations of every single CRM is its ability to integrate smoothly with your tooling. What I have seen as one of the best integration points now is to just fully leverage your AI and get your AI to be tracking things automatically inside of a CRM. I think if you were to use a combination of ChatGPT's $100/month plan that has dot, and then use Muse and maybe Grokbot, and if you were to plug in all of your integrations that you could into those tools (such as your calendar, Gmail, WhatsApp, depending on whether or not you use X.com, which is my condition for Grokbot), you can then get your agents to all connect together via a Slack channel. They then communicate with each other and you just have dot, which would be my pick as far as your ideal CRM, personal assistant, and agent orchestrator. You would have that become your guide on your CRM, tasks, and everything else in between. It's a complete and total unlock for me and my life and it has frankly turned me into a bit of a demigod.

reply by a searcher 22m ago
from University of Melbourne in Sydney NSW, Australia

David - I use Attio and its working well. As for install/learning it - I installed the entire CRM integrated with our pther systems, created custom objects and customised workflows, and set up scheduled agents to update pipeline and a few custom objects in the CRM... all on a 12 hour flight from munich to singapore. You just install claude to chrome and let claude customise it for you and set up your workflows. It has the best inbox integrations I've seen. I think for a search fund running outbound or an investor managing searchers and deal flow, it would be fine. I'd be curious where and why the others find it restrictive. We use it for a complex e-Commerce business with 20k customers and 30k contacts and have no issues with scope for now.