Solution Workflow

Search Funds

Run a repeatable origination-to-IC process with institutional rigor and founder speed.

Problems

  • Fragmented pipeline context across inboxes, spreadsheets, and ad-hoc notes.
  • Inconsistent screening criteria between deals and analysts.
  • Difficulty defending assumptions during investor updates.

Workflow

  1. 1Screen opportunities with standardized scorecards.
  2. 2Aggregate data room artifacts and normalize financial statements.
  3. 3Flag concentration, churn, and quality-of-earnings risks automatically.
  4. 4Publish IC memo with linked evidence and scenario analysis.

Outcomes

  • Faster initial underwriting cycles.
  • Higher confidence partner reviews.
  • Defensible investor communication.