ETA and search: from thesis to first meeting
The search fund path rewards focused, thesis-driven sourcing and a proprietary outreach engine that runs until live conversations surface.
The search fund path rewards focused, thesis-driven sourcing: define narrow acquisition criteria (size, industry, moat, cash flow), build an industry map, and run a proprietary outreach engine (owners, brokers, and centers of influence) until you surface live conversations.
Stanford's longitudinal studies (2022 and 2024) document the model's track record and common features: funding structure, target profiles, and outcomes. They are useful for calibrating search pacing, diligence depth, and what a bankable first meeting looks like.
Informational content only. Not investment advice.