Search fund and independent sponsor tools
Track targets, manage seller outreach, and close acquisitions with structure, on a platform built for how you work.
Built for search funds and independent sponsors
Search fund management
Track every search fund from inception through acquisition. Monitor searchers, targets, LOIs, and closings in one system.
Target list management
Build and manage target lists. Track outreach, responses, and engagement across dozens of potential sellers.
Seller outreach tracking
Log every call, email, and meeting with sellers so no lead falls through the cracks.
Acquisition workflows
Structure the acquisition process from LOI to close with standardized checklists, diligence, and closing procedures.
The same capabilities, without the complexity
Independent sponsors and intermediaries get the same document reading, financial extraction, deal structuring, and monitoring as large PE firms, built for processes that move between multiple buyers. See the full Intermediaries platform.
- Run your search process with institutional-grade structure
- Track every target and interaction without losing context
- Standardize acquisition workflows across multiple deals
- Share progress with investors transparently
- Maintain complete records for investor reporting
- Scale from one acquisition to a portfolio
From search to first close
An independent sponsor or searcher usually runs lean, often without the staff a large firm takes for granted. That makes structure matter more, not less. The platform tracks the whole search, from the first target list through outreach, LOI, and close, so the process holds together even when one person is carrying most of it.
Target lists, outreach, and every call, email, and meeting with a seller live in one system, so a promising lead does not slip because it was buried in a thread. When a deal gets serious, the same acquisition workflow steps through diligence and closing on a standard checklist, so nothing is improvised under deadline.
Because it is all captured in one place, sharing progress with investors is straightforward, and the records you need for investor reporting are already there. The workflow scales from a single acquisition to a small portfolio without changing tools. It draws on the same foundation as the intermediaries and private equity platforms.
Related solutions
See the platform built for your firm
Tell us how your firm works and we will show you the DealNexa platform built for it.