Drake.
A principal, not a BDR.
Drake does the work a search fund principal does: owns the sourcing mandate, keeps the broker and intermediary graph warm, scores inbound against the fund's thesis, drafts the IOI, and walks the partner into every morning with a clean call sheet of what moved and who to speak to.
What Drake does
Drake owns the role.
Drake is a search fund principal for search funds and lower-middle-market PE. He owns the thesis, works the broker graph, reads every CIM against the fund's buybox, drafts first-pass IOIs, and tees up the conversations a partner actually needs to take. Built by a working search fund principal, running in production since Q1 2026.
Owns the sourcing mandate
Drake carries the fund's origination thesis the way a principal does. Target revenue band, industry, geography, capital structure, owner profile. Every broker conversation, every CIM, every outbound touch is filtered through that thesis before anything reaches the partner.
Works the broker and intermediary graph
Brokers, intermediaries, referral partners, direct owner-operators. Drake keeps that graph warm with thoughtful, relationship-aware check-ins. Cooling contacts get a reason to respond. Warm contacts never go cold on his watch.
Reads every CIM against the thesis
Inbound CIMs and teasers are read, summarized, and scored against the fund's written buybox the moment they land. The partner walks into a morning with the two or three that actually fit, not a 40-item inbox of also-rans.
Drafts the first-pass IOI
When a deal fits the thesis, Drake drafts the IOI: valuation framing, structure hints, diligence questions, next-step logistics. The partner edits and sends. The mechanical half of principal work is already done.
Morning principal's brief
A 6am brief covers new inbound overnight, responses sent, deals that advanced, deals that went stale past ten days, graph activity, and the escalation list. The partner reads it with coffee and walks in with three to five decisions already framed.
Single-tenant. Your data stays yours.
Every fund gets its own isolated Drake. Your Gmail, your CRM, your deal data, scoped to you. Dune Creek never holds a copy, never reads your inbox, never sees your pipeline. Audit logs are yours on request.
Fit check
Is Drake the right fit?
The specs at a glance. If a line here does not match how your business operates, we should talk before committing.
Domain · Search fund and lower-middle-market deal sourcing
- Target operator
- Search fund principals, self-funded searchers, lower-middle-market PE partners
- Chat channel
- Telegram
- Operating system
- Windows
- Availability
- Runs off-hours while you sleep
- Data residency
- Single-tenant, isolated to your fund
- Onboarding
- Like any new hire, in days not quarters
Integrations
Scope Drake for your business
Built against your business, not off the shelf.
Drake runs in production for a small group of search funds today. Tell us how your fund is built and how you source, and we will walk through whether Drake fits and what it looks like to stand one up for you.
Questions we get
Frequently asked about Drake
- Who actually built Drake?
- A working search fund principal. Drake is the agent version of the job the founder runs today. Same thesis discipline, same broker relationships, same IOI workflow. He is not a sales tool repackaged for funds; he was built inside the work.
- How is Drake different from Sourcescrub, Grata, or a typical CRM?
- Those are databases and tools a principal uses. Drake is the principal. He reads every CIM, works the broker graph, drafts the IOI, and owns the pipeline end to end. Your tools stay underneath, but nobody has to run them day to day.
- Does Drake replace a principal?
- No. Drake replaces the mechanical eighty percent of the role: reading CIMs, logging broker touches, drafting IOIs and follow-ups, chasing data rooms. The partner keeps the parts that actually need a human: LOI negotiation, owner relationships, board and LP conversations.
- What happens when Drake gets something wrong?
- The partner reviews every outbound and IOI in the first two weeks. Every action is logged with the decision trail. After trust builds, the review loosens for routine touches while anything going to owners or committing the fund stays in review permanently.
- How fast can Drake be stood up?
- Most funds are live inside a week of the scoping call. Funds that want Drake wired into bespoke CRMs, data rooms, or diligence systems before he goes live take a bit longer; timeline scopes to the integration work.
- Where does fund data live?
- Every customer gets a single-tenant Drake, fully isolated from every other customer. Your credentials, emails, CRM tokens, and deal files live only in your Drake. Dune Creek validates your license and nothing else. Source code and runbooks included.