Finance exec in Colorado looking to talk with search fund investors and board members
Hi all. I’m a VP of Finance at a vertical SaaS company in Colorado, and I’ve spent my career in FP&A, deal underwriting and coaching operators on their numbers. I’m exploring a move to the investor side of search: putting capital into deals, sitting on boards and coaching first-time CEOs through the early years. Before I go further, I’d like to learn from people who already do it. If you’re a search fund investor or board member, or a searcher who has a good relationship with your board, I’d value 20 minutes on a call. I’m hoping to learn: How investors get paid in practice (equity step-ups, board fees, carry), and what the first few years looked like for you How much time each company takes, and what useful coaching of a CEO looks like What separates the operators who succeed from the ones who struggle, and how you find good ones I’m especially interested in lower-middle-market businesses in the Mountain West and in outdoor or hospitality-adjacent industries, but I’m happy to talk with anyone. I’m glad to return the favor by looking over a model or a deal or talking through a finance question. Send me a DM or comment below. Thanks,