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THE SEARCHWARE FIELD GUIDE

Every part of the search. One place to run it.

A pipeline in Excel. Conversations in email. Diligence in another tool. SearchWare brings the acquisition workflow together, so the relationships, analysis, offers, and deal room stay connected. Explore what each feature does for your search.

14 days free for first-time customers. No credit card required.

01 / Source

Build relationships. Turn incoming opportunities into a pipeline you can act on.

Source / 8 capabilities

Search fund CRM

Know where a deal stands, what you have already reviewed and who needs to act next.

  • A pipeline that follows the acquisition
  • Your search network, connected
  • Bring your existing relationships
  • Decisions you can return to
Explore search fund crm

Source / 9 capabilities

AI CIM screening

Spend your attention on fit, open questions and the opportunities worth pursuing.

  • One intake for incoming deals
  • Your buy box sets the standard
  • Pursue, ask first or pass
  • A queue you can prioritize
Explore ai cim screening

02 / Evaluate

Understand the evidence, test your assumptions, and decide what a deal is worth to you.

Evaluate / 8 capabilities

Deal memos & evidence

Understand the business, challenge the assumptions and turn unresolved questions into work you can assign.

  • A shared evidence base
  • Figures with their context
  • Conflicts and add-backs made visible
  • A memo built around the acquisition
Explore deal memos & evidence

Evaluate / 9 capabilities

Acquisition underwriting

See what the deal needs to work, which assumptions matter and how the structure affects your own economics.

  • Model your search structure
  • Separate earnings from assumptions
  • See the full funding requirement
  • Test debt and seller financing
Explore acquisition underwriting

03 / Close

Turn conviction into an offer. Coordinate the work between an accepted LOI and ownership.

Close / 8 capabilities

Diligence portal & data room

Carry 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 name
  • Workstreams with visible progress
  • Requests that reach a decision
  • Deliberate document sharing
Explore diligence portal & data room

04 / Operate

Keep the search moving every day, and carry its context into the business you acquire.

Operate / 7 capabilities

Meetings & integrations

Prepare 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 record
  • Broker updates from your own inbox
  • Calendar meetings tied to deals
  • Meeting records you can act on
Explore meetings & integrations

Operate / 8 capabilities

Portfolio operations

Turn what you learned during the acquisition into an organized start to ownership.

  • A handoff from deal to company
  • An AI-assisted transition plan
  • Transition work with owners
  • Operating financials in one view
Explore portfolio operations

BUILT BY OPERATORS, FOR OPERATORS.

Put your next deal through it.

Start with a real opportunity. See how the entire workflow fits your search.

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14 days free for first-time customers. No credit card required.

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