Scale Your Search Fund Discovery
Built for modern small business investors.
Surf the Silver Tsunami
Our platform helps you find and qualify any of the 33M+ small businesses in the US. We're building the search fund tech stack, starting with sourcing and qualifying leads, so you have more time to execute deals and find great businesses.
Research Acceleration
Turn weeks of manual research and googling into minutes. We consolidate scattered information about potential targets across dozens of sources into a single, exportable list.
Target Qualification
Narrow down impossibly long prospect lists to the most promising opportunities. We'll qualify your data into actionable leads based on your specific, customizable investment criteria.
AI Powered Diligence
Simplify your diligence workflow with 24/7 access to your data room with instant, cited answers. Process PDFs, text, and word docs quickly while avoiding hallucinations.
Qualifying & Sourcing Simplified
Automate your search process with intelligent crawling and qualification tools.
1. Upload Your Target List
Start with your existing list of businesses or create a new one with our targeting tools.
2. Automated Deep Research
Our AI analyzes hundreds of web sources to compile comprehensive profiles on each target.
3. Qualify & Prioritize
Review automatically prioritized targets with detailed reports on each business.
4. Engage Confidently
Contact owners with knowledge that gives you an edge in early conversations.
Diligence Simplified
Streamline your due diligence process with our intelligent knowledge base and document management system.
Document Knowledge Base
Answer
Form 1099 appears to be missing in 2019.[1] This is a significant red flag as it suggests potential unreported income. The financial statements show a discrepancy between reported revenue and expected tax documentation.[2] This should be investigated further as it could indicate compliance issues or incomplete financial reporting.[3]
Citations
Citation 1
Financial Report Q4.pdf - Page 12
"...review of tax documentation for 2019 shows missing Form 1099 for consulting revenue..."
Citation 2
Financial Report Q4.pdf - Page 15
"...reconciliation of 2019 income statements indicates potential unreported revenue of $42,500..."
Citation 3
Due Diligence Checklist.pdf - Page 3
"...standard compliance check requires all 1099 forms to be verified against reported income. Flag any missing documentation..."
Built Specifically for Search Funds
Our platform is designed with the unique challenges of search fund operators in mind.
We understand the search fund journey
Unlike generic business databases or CRMs, our platform is built specifically for the unique needs of search fund operators seeking businesses in the $1-30M range.
Save hundreds of hours on research
What would take weeks of manual Google searches and spreadsheet management happens automatically in our platform.
Focus on relationship building, not data gathering
Spend your valuable time talking to owners instead of hunting for their contact information.
Accelerate Your Search
Want to learn more? Chat with us about your use case and needs.
Schedule a call with a founder