CRM for Self-funded search

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 flexible monthly, annual and lifetime memberships.

Monthly

$79 / month

Annual

$19 / month

Lifetime

$432 / once

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.

Post a question, deal, job, etc...

Make a post...

Complete registration to post.

by a searcher from The University of Chicago - Booth School of Business
in Greenwich, CT, USA

2yrs ago

CRM for Self-funded search

Hi all,

What CRM you have been using for your search?

I saw a video on youtube "how to setup your Hubspot for a search"....but somehow I can't find it anymore. Anyone has similar vidoes/guides?

Best

2 Likes

458 Views

reply by a searcher 2yrs ago
from IESE Business School in São Paulo, Brasilien

Hi Calin, we tested Hub Spot but ended up dedicating too much time to learn how to adapt or interact with the tool every time we wanted to add a new view or step in the process. We are happy doing this in Google Sheets, although we see the downsides of having many columns and no clear window guiding all necessary information for each step of the process. Happy to chat if you want.

reply by an investor 1yr ago
from Karel De Grote Hogeschool in Belgium

Hey Calin, I’ve been doing a self-funded search too and played around with a few CRMs. HubSpot’s probably the most popular, it’s flexible, has a solid free version, and works well for tracking emails, outreach, and managing a deal pipeline. I remember seeing that video you mentioned about setting it up for a search, maybe on Searchfunder or Aaron J. Varnell’s YouTube channel? Might be worth checking there. A few others I've seen people use are Streak, which is great if you live in Gmail, Airtable if you want something super customizable, Pipedrive for a clean deal-focused interface, and Affinity, though that one’s more expensive. I started with HubSpot and added custom fields for things like industry, outreach stage, and notes on each owner. If I find that video again I’ll drop the link. Let me know if you have more questions where I can help you with