AI & ETA // How to Use AI to Super Charge your Investment Thesis

AI & ETA // How to Use AI to Super Charge your Investment Thesis

Offered by Jared Z.

Acquired 15 Companies | Get Your SF Funded | Sell For More | 100+ Coached

Brigham Young University Logo

Studied at Brigham Young University

Bearspaw Acquisitions Logo

Works at Bearspaw Acquisitions

Package Description:

Buying companies that haven't implemented AI yet and then applying AI tools to management and growth presents a MASSIVE opportunity. In these six sessions we'll discuss and then specifically apply AI to your investment thesis, acquisition process, then operations, financing, accounting, and marketing of your target company.


What you'll get from this package

AI and your Investment Thesis

AI and your Acquisition Process

AI and your target's Operations

AI and your target's Accounting

AI and your target's Marketing

SMB AI Tool Cheatsheet // The tools we use to hockey stick growth in targets


Additional details

Coaching delivered via live sessions.

The first half of the session we'll discuss principles and the last half we'll work side-by-side to apply the principles to your specific situation.

Refund Policy

NDA required to start coaching.

Services included:

Deal Sourcing

Due Diligence

Investment Analysis

Industry & Company Targeting

Thesis Development

Process Roadmap

Operational Strategy & Support

Funding Strategy

Investor Selection


Jared Z.

Offered by Jared Z.

Joined October 2025

Acquired 15 Companies | Get Your SF Funded | Sell For More | 100+ Coached

My first search fund bought or launched 25 companies over the course of 8 years across a variety of industries, coast to coast. The thesis was that owner-operated small businesses were undervalued and would dramatically increase in value if we put them under management so they became absentee owned. We proved that investors were willing to immediately pay double our purchase price once the company hit our portfolio. In fact, investors paid us hundreds of thousands of dollars upfront to buy companies and we retained a controlling interest in all of them. I now help other ETA entrepreneurs to do the same and get top-tier companies ready to sell at top dollar.

Experience level: Executive

100+ people coached for Search Fund & ETA

$2,250

5h of coaching

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