DealOverview.com
Founder
AI-powered M&A platform that surfaces, scores, and underwrites lower-middle-market deals — the same engine we use to source DealLocked acquisitions.
A Search Fund · Est. 2026
DealLocked acquires undervalued small businesses between $500K–$2M and transforms them into AI-native operators — compounding cash flow through intelligent automation.
§ 01 · The Thesis
We are not a private equity rollup. We are operators acquiring one company, transforming it with AI, and compounding from there.
Profitable lower-middle-market businesses trade at 2–4× EBITDA because they run on spreadsheets, manual processes, and retiring founders. AI is the largest re-pricing event in SMB history.
Post-close, we deploy proprietary AI workflows — sales agents, ops automation, document intelligence — to compress cost-to-serve and expand gross margin by 15–40%. Every point of margin is a multiple point on exit.
Buy at 2–4× SDE as a 'traditional' SMB. Sell at 6–10× as an AI-native, high-margin, scalable platform. The same business, re-priced by technology transformation.
§ 02 · Why Us
Founder
AI-powered M&A platform that surfaces, scores, and underwrites lower-middle-market deals — the same engine we use to source DealLocked acquisitions.
Founder
Built and scaled a real operating business. We've sat in the seat — hiring, P&L ownership, and shipping product to paying customers.
Associate
Executed M&A transactions inside one of the world's largest sell-side advisories. Deep, proprietary deal flow and institutional process discipline.
Admitted
In-house legal capability on every deal: structuring, due diligence, term-sheet negotiation, and risk management without the $800/hr law-firm overhead.
§ 03 · Investor Summary
Single-acquisition search fund targeting one AI-augmentable business in the lower middle market.
Profitable B2B services, niche SaaS, or vertical software companies. $500K–$2M enterprise value, $150K–$500K SDE, with recurring revenue and clear AI automation surface area.
Proprietary AI deal-sourcing engine, founder-operator experience, institutional M&A execution, and in-house legal structuring — no $800/hr law-firm drag on every deal.
Targeting 3–5× MOIC over a 3–5 year hold, driven by AI-led margin expansion and multiple arbitrage.
$150K–$300K in search capital. Investors receive pro-rata co-investment rights at acquisition plus a stepped equity kicker.
Ready to back the next generation of AI-native small business?
Request the deck →§ 04 · Contact
For LP inquiries, deal introductions, or partnership conversations. We respond within 48 hours.