Search fund deal origination

Keep searching while someone else runs the calling day.

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 mandate

01 / Search criteria

Convert the search thesis into observable evidence.

The campaign applies industry, geography, size, ownership, recurring-revenue, fragmentation and exclusion criteria to the available market.

Thesis

What belongs

The company characteristics that make the business relevant to the search.

Evidence

What can be verified

Website, LinkedIn and operating signals that support or weaken fit.

Owner

Who to call

The current owner or operator and the route to a direct conversation.

02 / Time allocation

Move list work and daily dialing off the principal's calendar.

Coseek owns the repetitive operating layer while the searcher controls the mandate and takes the qualified conversations.

Operating ownership

Coseek handles

01Account research

02Owner and mobile coverage

03Calling blocks

04Rep review and correction

05Meeting context

Mandate ownership

The searcher handles

01Search thesis

02Relationship development

03Diligence

04Capital and structure

05Negotiation and close

03 / Owner conversation

Start with the reason the owner agreed to talk.

The handoff gives the searcher the target evidence, owner response, timing, questions and accepted purpose for the next discussion.

Fit

Why this business

The evidence that connects the company to the search criteria.

Owner

What they shared

The context, interest, hesitation or timing from the call.

Follow-up

What they expect

The meeting purpose and information needed to continue.

04 / Operating fit

The mandate has to be specific enough to call.

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

Know what belongs

Translate the thesis into company, ownership, geography, size and operating evidence that can be applied consistently.

Owner universe

Enough market to cover

Build a finite target pool with a direct owner path and clear suppression rules before daily calling begins.

Deal-team capacity

Take the next conversation

The team owns relationship development, diligence, valuation, structure, negotiation and close after the handoff.

05 / Deal-team questions

Questions buyers ask before owner outreach starts.

The practical questions created by the mandate, target universe, owner-calling motion and qualified handoff.

01Is this useful before I have a narrow thesis?

Usually the best starting point is a defined sector and enough criteria to distinguish a real acquisition candidate from a broad company list.

02Will the caller represent my search fund accurately?

Yes. The campaign guide defines the searcher's background, acquisition intent, boundaries and how the rep introduces the conversation.

03Can I keep calling alongside Coseek?

Yes. Account ownership and suppression rules prevent overlap while Coseek covers the assigned market.

04What does the searcher receive before the meeting?

Company-fit evidence, owner details, conversation notes, qualification, questions, timing and the accepted meeting purpose.

05Does Coseek help with LOIs or diligence?

No. The searcher owns relationship development, diligence, valuation, LOI, financing and close.

Put the search market under daily calling coverage.

We review the thesis, current pipeline, uncovered target universe and the owner conversations you want to take personally.

Discuss the mandate