ETA IQ (CRM + Modeling Tool)

Comprehensive platform designed specifically for search funds, providing tools to manage your pipeline, run cash flow models, and project investor returns

Tool Highlights

  • Purpose: CRM + Financial Modeling tool for Searchers
  • Setup: Seemingly simple, this is purpose built for Searchers
  • Price Range: $
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Our Take: the walkthrough video looks amazing; it's great to see a purpose built tool that has been invested in. I love how they callout building what you need, but also none of what you don't. It could be awesome, I guess we will see once they go-live (still in beta as of Feb 2025).

Overview

Why Use ETA IQ?

ETA IQ offers a comprehensive platform designed specifically for search funds, providing tools to manage your pipeline, run cash flow models, and project investor returns. It’s a superior alternative to traditional spreadsheets, streamlining calculations and underwriting analysis for potential acquisitions.

Who Should Use ETA IQ?

  • Search Fund Entrepreneurs: Efficiently manage deal pipelines and perform detailed financial modeling.
  • Investors: Assess potential returns with accurate projections and analyses.
  • Advisors: Provide clients with precise underwriting analysis and streamlined data management.

What ETA IQ Helps With

Pipeline Management: Organize and track potential deals effectively.

Financial Modeling: Execute cash flow models to evaluate acquisition opportunities.

Investor Return Projections: Forecast potential returns to inform investment decisions.

Why It’s Worth It

By replacing cumbersome spreadsheets with an integrated platform, ETA IQ enhances efficiency and accuracy in financial analysis and deal management, making it an invaluable tool for search fund professionals.

Here's the demo from their site


Testimonials

🔭 looking for some; have you used it in your search? Reach out to us


Mentioned in these Acquirer Stories

➕ always adding more; when someone mentions them, we'll get it added here


Members only special offer 🤑

Nothing just yet; working to see what we can get for our Inner Circle members!

About the author
Tom Tofield

Tom Tofield

Part-time searcher by night, M&A integration expert by day, and founder of ETA Orbit. Obsessed with all things acquisition entrepreneurship, and looking to help share what I can with the community.

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