Thesis
What belongs
The company characteristics that make the business relevant to the search.
Search fund deal origination
Coseek builds the target market, reaches owners, manages the daily calls and sends qualified conversations to the searcher with company and owner context.
Discuss the mandate01 / Search criteria
The campaign applies industry, geography, size, ownership, recurring-revenue, fragmentation and exclusion criteria to the available market.
Thesis
The company characteristics that make the business relevant to the search.
Evidence
Website, LinkedIn and operating signals that support or weaken fit.
Owner
The current owner or operator and the route to a direct conversation.
02 / Time allocation
Coseek owns the repetitive operating layer while the searcher controls the mandate and takes the qualified conversations.
Operating ownership
01Account research
02Owner and mobile coverage
03Calling blocks
04Rep review and correction
05Meeting context
Mandate ownership
01Search thesis
02Relationship development
03Diligence
04Capital and structure
05Negotiation and close
03 / Owner conversation
The handoff gives the searcher the target evidence, owner response, timing, questions and accepted purpose for the next discussion.
Fit
The evidence that connects the company to the search criteria.
Owner
The context, interest, hesitation or timing from the call.
Follow-up
The meeting purpose and information needed to continue.
04 / Operating fit
Direct owner outreach works when the target evidence is observable, the owner universe is large enough to support coverage and the deal team can continue qualified conversations.
Target evidence
Translate the thesis into company, ownership, geography, size and operating evidence that can be applied consistently.
Owner universe
Build a finite target pool with a direct owner path and clear suppression rules before daily calling begins.
Deal-team capacity
The team owns relationship development, diligence, valuation, structure, negotiation and close after the handoff.
05 / Deal-team questions
The practical questions created by the mandate, target universe, owner-calling motion and qualified handoff.
Usually the best starting point is a defined sector and enough criteria to distinguish a real acquisition candidate from a broad company list.
Yes. The campaign guide defines the searcher's background, acquisition intent, boundaries and how the rep introduces the conversation.
Yes. Account ownership and suppression rules prevent overlap while Coseek covers the assigned market.
Company-fit evidence, owner details, conversation notes, qualification, questions, timing and the accepted meeting purpose.
No. The searcher owns relationship development, diligence, valuation, LOI, financing and close.
We review the thesis, current pipeline, uncovered target universe and the owner conversations you want to take personally.
Discuss the mandate