Source / 8 capabilitiesSearch fund CRMKnow where a deal stands, what you have already reviewed and who needs to act next.A pipeline that follows the acquisitionYour search network, connectedBring your existing relationshipsDecisions you can return toExplore search fund crm
Source / 9 capabilitiesAI CIM screeningSpend your attention on fit, open questions and the opportunities worth pursuing.One intake for incoming dealsYour buy box sets the standardPursue, ask first or passA queue you can prioritizeExplore ai cim screening
Evaluate / 8 capabilitiesDeal memos & evidenceUnderstand the business, challenge the assumptions and turn unresolved questions into work you can assign.A shared evidence baseFigures with their contextConflicts and add-backs made visibleA memo built around the acquisitionExplore deal memos & evidence
Evaluate / 9 capabilitiesAcquisition underwritingSee what the deal needs to work, which assumptions matter and how the structure affects your own economics.Model your search structureSeparate earnings from assumptionsSee the full funding requirementTest debt and seller financingExplore acquisition underwriting
Close / 8 capabilitiesOffers, NDAs & legal workflowKnow what you proposed, why you proposed it and what still needs to happen before the next milestone.An offer grounded in a saved scenarioPrice and structure reviewed togetherIOI and LOI drafts from your termsRevisions and seller responsesExplore offers, ndas & legal workflow
Close / 8 capabilitiesDiligence portal & data roomCarry the deal's context into diligence, with delivered documents, open requests and next actions visible to the right participants.A portal under your firm's nameWorkstreams with visible progressRequests that reach a decisionDeliberate document sharingExplore diligence portal & data room
Operate / 7 capabilitiesMeetings & integrationsPrepare for the next conversation with the deal history in reach and a clear record of what needs to happen next.Relevant Gmail history on the recordBroker updates from your own inboxCalendar meetings tied to dealsMeeting records you can act onExplore meetings & integrations
Operate / 6 capabilitiesSearch expense managementKeep a usable record of search spend and the decisions behind it.Expenses with acquisition contextA defined review and approval processReporting you can take with youA clearer view of spending patternsExplore search expense management
Operate / 8 capabilitiesAI assistant & workspaceKeep routine coordination close to the deal work, with your team in control of the next action.Find the conversation contextPrepare the follow-upCoordinate the next meetingA workspace for the search teamExplore ai assistant & workspace
Operate / 8 capabilitiesPortfolio operationsTurn what you learned during the acquisition into an organized start to ownership.A handoff from deal to companyAn AI-assisted transition planTransition work with ownersOperating financials in one viewExplore portfolio operations