Introducing ETA IQ – The first CRM & Financial Modeling Platform for Search Funds

May 06, 2025
by a searcher from Columbia University in Fairfax, VA, USA
Hey everyone! We’re excited to finally launch ETA IQ, a financial modeling platform + CRM designed specifically for Searchers.
You can sign up for free here: https://etaiq.com/
We built it from the ground up, inspired by the headaches we ran into during our own Search Fund process.
If you don’t want to read and prefer a quick video, we get it... here’s our 2-min intro video: https://www.youtube.com/watch?v=JCUhIvTImYQ
[1] CRM Built for Searchers:
Start tracking deals and contacts immediately with an out-of-the-box CRM. No setup, no configurations. Easily organize key deal info and metrics to stay on top of your progress.
[2] Interactive Financial Model:
Need to see if a deal pencils out, or a full cash flow model? The platform is simple for quick checks but powerful enough to handle complex structures, detailed projections, and investor terms/distributions. It will provide you with a comprehensive, error-free model for your own analysis and to share with lenders or equity investors.
[3] In-Product Education:
Not sure about an accounting concept or SBA guideline? Every term and calculation is clickable. Our built-in definitions, explanations, and videos are designed to make everything easy to understand, even if you’re just starting out.
Why did we build ETA IQ?
We ran into a lot of the same challenges most Searchers face—overcomplicated CRMs, messy spreadsheets, and hours spent trying to figure out equity terms, SBA guidelines, and accounting concepts.
It was a grind. So we decided to build a tool we wish we had, that makes the Search process easier, faster, and less stressful.
We’ve spent over a year developing ETA IQ, and we’re excited to finally share it with the SearchFunder community. Let us know what you think. We can’t wait to hear your feedback!
Learn More:
- Founders Letter: www.etaiq.com/about-us
- Overview Video [4 min]: https://www.youtube.com/watch?v=WO2Igc3gq5A&t=57s
from York University in Toronto, ON, Canada
from The University of Chicago in Houston, TX, USA